Welcome a potential client
Collect contact details, the reason for calling and the information your team needs to respond.
For your businessMore room to focus.
AI PHONE ASSISTANT · PROFESSIONAL SERVICES
More room to focus.
Fewer calls to chase.
An AI phone assistant for consultancies and service firms. Capture new-client enquiries, arrange consultations and follow up on the admin that keeps work moving.
Hear from us when we launch in Australia. No payment. No commitment.
For your business in Australia. Powered by AdaptiveX ↗
WHEN THE PHONE RINGS
A helpful hello.
A useful next step.
Set the information your assistant can share
and the calls your team should take.
Find time for a conversation
Book simple consultations in a supported calendar, or capture meeting preferences for your team.
Protect your focus
Answer routine business questions and route advice, sensitive matters or complex requests to a person.
WHEN YOU HAVE CALLS TO MAKE
Keep overdue invoices moving.
START WITH A BRIEF LIKE THIS
“Could you follow up on these overdue invoices, give the clients a polite reminder and flag anyone who needs to speak to us?”
OUTBOUND CALL
AU voiceA polite reminder
Listen to the call0:00 / 0:47
Hear the conversation.
Press play and follow along.
Who to call
An approved list of current overdue invoices and the appropriate customer contacts.
Expected payment dateInvoice queryTeam follow-up needed
CALL ROUNDS / NEW ROUNDDraft
A polite invoice reminder
Give every conversation a clear next step.
01 / THE BRIEF
Give an approved reminder and flag queries for the accounts team.
02 / THE AUDIENCEReviewed overdue invoices
03 / REVIEW & APPROVE
Message Contacts Calling times
- 01Follow your contact-verification and disclosure instructions.
- 02Give the approved reminder and ask about the next step.
- 03Record a response or payment query and hand disputes to your team.
Keep meetings on track
Call to remind clients about a consultation and capture a rescheduling request when plans change.
Chase the missing detail
Follow up with selected clients about outstanding documents or information, using your approved brief.
You review the audience, approve the message and set calling times and handover rules before a round runs.
A LITTLE MORE CONNECTED.
Your client tools. Working together.
Calendars. Customer records. The systems that run your day.
Bring them into the conversation.
HubSpotContacts & follow-ups
SalesforceCustomer records
CalendlyConsultation bookings
XeroInvoices & balances
Instnct.by AdaptiveX
TURN CONTEXT INTO ACTION
1Bring the right context
2Make a useful call
3Save a clear next step
And many more.
Connect the CRMs, calendars, accounting systems and industry tools your business relies on. These are just a few of the possibilities.
Answer callsRun call roundsManage bookingsCapture detailsNotify your teamReview outcomes
INBOUND + OUTBOUND. ONE MINUTE ALLOWANCE.
Your calls.
One clear allowance.
Monthly plans for the calls coming in and the calls you need to make.
FIND YOUR EVERYDAY FIT
How busy is your phone?
Start with 200 minutes: 5 two-minute calls a day, 20 days a month. Adjust for your own call volume.
YOUR ESTIMATED MONTHLY FIT
200 minutes / month
StarterA$169/mo
200 included minutes · No extra minutes estimated
Extra minutes: A$0.75 / min
Compare all plansAUD, excluding GST. Includes the monthly plan fee and estimated extra minutes for connected inbound and outbound calls.
GOOD QUESTIONS. CLEAR ANSWERS.
Before you
hand over the phone.
The practical details, before you get started.
Still have a question?Talk it through with our team.
An outbound round can use a reviewed list and approved reminder script. The assistant can capture responses and flag invoice questions. Live payment status and accounting updates require a suitable connection.
YOUR NEXT PAIR OF HANDS. ON THE PHONE.
More time for your customers.
Fewer calls to chase.
Join the waitlist for professional services in Australia.