IntelliDent PDR
A custom website to replace a plugin-heavy WordPress site, with local SEO for the areas the shop serves, inspection request forms, and lead notifications by text, email, and the shop’s systems.
AI automation
Practical AI automation for inquiries and scheduling
We set up AI assistants and automated workflows that handle repetitive steps—answering approved questions, routing inquiries, and helping prospects book a time—while your team stays in charge of the conversations that need a person.
Who it’s for
- Teams that can’t always answer new inquiries right away
- Businesses that answer the same questions repeatedly
- Companies that book consultations, estimates, or appointments
- Owners who want automation with clear limits and a human backup
Signs it’s time
- Inquiries arrive while everyone is busy and wait hours for a first reply
- Staff time goes to answering the same basic questions
- Prospects go back and forth over email to find a meeting time
- Nobody knows which inquiries still need a response
What’s included
The exact scope is agreed with you before work starts. Typical deliverables include:
Route new inquiries
Sort incoming requests by service or location and assign them to the right person.
Answer approved questions
Respond to common questions—services offered, areas served, how to book—using information you provide and approve.
Notify your team
Send a text or email alert when an inquiry arrives or needs attention.
Help prospects schedule
Offer open times from your booking calendar. A booking is confirmed only when the calendar accepts it.
AI voice for appointments
A voice assistant limited to answering calls and booking appointments. It doesn’t give quotes, make guarantees, or act outside what you’ve configured.
These are configurable use cases. We scope each one with you, test it with your team, and expand only once it works reliably.
How handoff and failures are handled
Automation should make it easier to reach a person, not harder. We configure assistants to:
- Identify themselves as automated assistants.
- Hand the conversation to your team when a question is outside the information you approved.
- Tell the prospect plainly when a time isn’t available or a booking can’t be completed, and offer another way to reach you.
- Notify your team when something fails, so a person can follow up.
- Keep a record of the conversation in Sales Pass CRM where supported.
Assistants work from the information and rules you approve. Pricing, quotes, and commitments stay with your team.
See an AI assistant in action
Optional: try a sample assistant before talking with us. The consultation doesn’t require it.
Related work
Related work: IntelliDent’s website inquiries trigger automated text and email notifications to the team. That workflow uses automation, not AI.
Scope and limits
What to expect, stated plainly.
- AI assistants don’t provide quotes, guarantees, or advice outside the topics you approve.
- Voice and text features require consent from the people you contact and may require carrier registration.
- If your volume is low or every inquiry needs a custom conversation, we may recommend a simpler CRM workflow first.
Questions about AI automation
Will the assistant pretend to be a person?
No. We set assistants up to identify themselves as automated and to hand off to your team when needed.
What happens if the AI doesn’t know an answer?
It’s configured to say so and route the conversation to your team rather than guess.
Can it book appointments directly?
Yes, when it’s connected to your booking calendar. An appointment is confirmed only when the calendar accepts the booking.
Is AI automation right for my business?
Not always. If your inquiry volume is low or each request needs a custom conversation, a simple CRM workflow may be a better start. We’ll recommend the simplest option that works.
Related services
Sales Pass CRM
Leads arrive from everywhere, and follow-up depends on someone remembering.
Website design & development
Your website looks dated, is hard to use on a phone, or gets visits but few inquiries.
Talk through your project
Book a consultation to talk through what you need, whether that’s a website refresh, better search visibility, a CRM setup, or automation. We’ll look at your goals and current setup and suggest a sensible next step.
Book a consultation
Prefer phone or email? (279) 263-8769 or support@salespass.com