Response across your customer channels
Connect calls, website chat, SMS, email, and social inboxes around the channels your customers use. Bring new inquiries into a consistent response process, including outside business hours.
Conversion Agent
Turn more inquiries
into booked appointments.
Fully managed AI agents answer calls and messages, qualify leads, help book appointments, and follow up around the clock. Built around your business knowledge, with clear handoffs to your team.
Connected lead responseQualificationAppointment bookingHuman handoff
From the first question to the right next stepIllustrative workflow
- 01Welcome the inquiry
Respond through the connected channel with approved business information.
- 02Ask useful questions
Collect the service, need, and context your team requires.
- 03Offer the next step
Guide an eligible inquiry to a configured calendar or request path.
- 04Keep people informed
Pass the context to the right person and route exceptions for human help.
What Escencion manages
A clearer response from first contact onward.
Answers grounded in your business
Build the assistant’s knowledge from approved services, policies, FAQs, availability, and next steps. Define the questions it can answer and the situations that should go directly to a person.
Practical lead qualification
Collect the details that help your team respond, such as service needs, location, company context, vehicle details, or timing. Keep questions purposeful and avoid collecting information the process does not need.
Booking with clear rules
Connect your calendars and configure appointment types, availability, eligibility, and routing. Clarify whether an appointment is a consultation, estimate, inspection, or another useful next step.
Follow up and human handoff
Set appropriate follow up sequences, reminders, response windows, and opt out handling. Route specialist questions, exceptions, or requests for a person with the context already collected.
CRM updates and ongoing review
Record inquiry details, conversation activity, ownership, and statuses in your CRM. Review sample conversations, routing, booking outcomes, and knowledge gaps to improve the setup.
From setup to ongoing work
A clear process.
A team behind it.
Connect the knowledge and channels
Review the inquiry sources, tools, business information, and team responsibilities. Agree which channels and workflows are in scope.
Configure and test the rules
Set answers, qualification questions, calendars, follow up, and escalation paths. Test realistic inquiries and exceptions before enabling the workflows.
Operate and improve
Review conversations and outcomes, update approved information, and refine the questions and routing as your services or team needs change.
Built around real business needs
What this can look like for your business.
Illustrative use case
Auto shop
An assistant can collect the requested service, vehicle, and preferred timing, then offer approved appointment options. Unclear symptoms, diagnosis, or a price that needs inspection go to a service advisor.
Illustrative use case
MSP or MSSP
An assistant can gather company context and the reason for contacting you, then route a suitable discovery request. Architecture, security, and contractual commitments go to your team. Cold outreach belongs to the separate BDR add on.
Configured together
Your business rules shape the conversation.
- The channels, connected tools, and information the assistant can access
- Approved answers, qualification questions, and limits on commitments
- Calendar availability, appointment types, owners, and escalation routes
- Consent, opt out handling, follow up timing, and messaging or phone usage costs
Useful reporting
Review the work.
Understand what happens next.
Conversation quality
Answer accuracy, useful qualification, unanswered questions, and requests for human help.
Handoff quality
Whether the right person receives the inquiry and enough context to act.
Progress to booking
Eligible inquiries, bookings, attendance where tracked, and reasons the process stops.
Questions about this agent
The details that help you decide.
Can the assistant answer calls and messages?
Yes. We set up voice and messaging around your customer channels, business information, and response rules. During onboarding we confirm the connections and workflows for your business.
Will it book appointments without my team handling each message?
Yes. It guides eligible inquiries to your connected calendars using the availability and rules you approve. Exceptions and requests outside those rules are routed to a person.
What happens when it does not know the answer?
We define a human handoff path and limits on what the assistant can say. It should collect useful context and escalate rather than invent an answer or make an unsupported commitment.
How is this different from the BDR add on?
The Conversion Agent handles inquiries and follow up from people engaging with your business. BDR is a separately scoped outbound service available only to MSPs and MSSPs.
One connected marketing team
This agent works better
with the right support.
Let’s build your next stage
Less marketing to manage.
More room to run your business.
Tell us what you sell, who you serve, and where you want to grow. We’ll help you find the right starting point.