New-client inquiries
Prospects tell your agent what they need and when, so you know who to call back first.
Focused work, without missed calls.
Your agent answers while you’re deep in client work or meetings. It answers routine questions from your own information, takes clear messages and tells you which new inquiries deserve a call back today.
Ava is on a callBrightline Bookkeeping · Illustrative call
Caller: Hi, I run a small bakery and I’m looking for someone to take over our bookkeeping.
Ava: Thanks for calling. I’ll take a few details for the team. How soon would you like help?
Caller: We’d like to start next month.
Ava: Thank you. I’ll pass this to the team with your details so they can follow up.
Calls you miss today
Interruptions you don’t have time for
Messages for the team
Clients leave clear messages with the reason for calling and a callback number.
Routine questions
Office hours, what to bring, which services you offer. Answered from your own information.
Busy seasons
When calls pile up in tax season or a big launch, every caller still gets an answer.
What you receive
What your agent asks, and what you receive
A suggested starting set for professional services. You choose the questions during setup.
Ava asks
- What can we help you with?
- Are you a current client?
- How soon do you need help?
- Is there a deadline we should know about?
- What’s your name and the best way to reach you?
You receive, by email, SMS or Slack
- Service
- Monthly bookkeeping
- Start
- Next month
- Current client
- No
Next step
Call back to schedule an introductory call.Ground rules
Ground rules it never breaks
Your agent answers only from what you’ve confirmed and takes a message when it doesn’t know.
Uses only the prices and policies you approve. Never makes a binding quote.
Never says something was done, such as a payment made or a document received, unless it actually was.
Never shares another client’s details or account information.
Never promises a response within a set time unless you’ve authorized it.
Your tools
Designed to hand off to the tools you use
Integrations open one at a time, after each one passes our certification. None is promised for launch, and your agent works without them: summaries go to your email, SMS or Slack.
- CRM
HubSpot Salesforce Zoho CRM Pipedrive Planned- Calendars
Google Calendar Microsoft Outlook Calendly Microsoft Bookings Planned- Support desks
Zendesk Help Scout Intercom Planned
FAQ
Questions professional services ask us
Can it answer questions about a client’s account?
No. It doesn’t look up or share account details. It takes a message so your team can respond.
Can my team still answer first?
Yes. Forward only the calls nobody picks up, or only after hours, and your agent covers the rest.
Can I keep my business number?
Yes. Forward your line all the time, only after hours, or when nobody picks up. Or get a new local number.
Does it speak Spanish?
Yes. Your agent answers in Spanish when callers speak it, and your summaries stay in English.
Other businesses we serve
Protect your focus. Keep every lead.
Join the early-access waitlist and tell us about your practice.