Stonebridge AI

AI Receptionist Pilot

Turn new inquiries into a clear next step.

Organize calls, forms, or emails into contact details, a priority, and a draft reply. Your team reviews the next step before anything is sent, booked, or changed in customer systems.

Request a 30-minute intake reviewSee an example intake workflow

Start with one lead source. We agree on the scope, access, and approval rules before building.

The Problem

Keep inquiries from getting lost between tools.

A request arrives by phone or email. Someone needs to record it, decide who should respond, and remember to follow up. Each handoff is a place where details can get missed.

  • Missed calls and slow replies cost revenue.
  • Shared inboxes bury useful context.
  • Staff manually copy details into CRMs and spreadsheets.
  • Follow-up quality varies by person and workload.
  • Owners lack a consistent view of lead urgency and next action.

How intake works

From inbound request to approved next step.

AI organizes the request and prepares a reply or task. Your team approves the action. The system does not make commitments to customers on its own.

  1. 01Inbound call, form, or email
  2. 02Contact and request summary
  3. 03Fit and urgency score
  4. 04Draft reply or task
  5. 05Human approval
  6. 06CRM, scheduling, or follow-up

Illustrative intake example

A field-services intake example with safe boundaries.

In this example, a maintenance company asks for help with website inquiries, email sorting, customer records, and scheduling. The summary captures the contact, tools, bottleneck, budget, timing, and sensitive-data notes. It flags urgency and missing information, then prepares a reply and an internal task. This is an example, not a client result.

Lead summary

Fit
High
Urgency
Medium
Draft reply
Waiting for approval

Draft for review

Thanks for sharing the workflow. I captured website intake, inbox sorting, CRM update, and scheduling handoff as the first path to review.

Send action: disabled

Internal task

Follow-up task
Created with due date and priority
Duplicate protection
Reruns do not create duplicate tasks

Safety And Control

Automation where it helps, approval where it matters.

Approval-gated automation
  • No outbound email without approval
  • No calendar booking without approval
  • No CRM writes unless explicitly enabled
  • No pricing promises or technical commitments by the agent
  • Escalation for urgent, confidential, legal, safety-critical, or low-confidence cases
  • Lead-submitted text treated as untrusted input

Pilot Offer

Start with one AI intake workflow.

The seven-day target starts after we confirm scope, tools, and access. We agree on the operating window and response-time checks with you, then test the workflow before launch.

Includes

  • One lead source mapped: calls, website forms, or shared inbox
  • An agreed format for contact details, request, urgency, and next step
  • AI receptionist or transcript-based intake path
  • Follow-up draft held for approval
  • Internal task or notification queue
  • Escalation and approval rules
  • Test cases for normal leads, spam, urgent requests, and unsupported claims
  • Handoff and training session

Pilot pricing

  • $750Workflow diagnostic
  • $3,000 to $7,500Pilot build
  • $500 to $2,000 per monthOngoing monitoring and improvement

Best Fit

Built for service businesses with real intake volume.

Best-fit customers

  • HVAC, electrical, plumbing, commercial maintenance, property services, inspection, and specialty repair firms
  • Teams with high inbound call or form volume
  • Businesses using shared inboxes, Google Calendar, HubSpot, Jobber, Housecall Pro, Airtable, Sheets, or similar tools
  • Owners who want faster response without giving an AI unchecked authority

Not first fit

  • Healthcare, legal, finance, or regulated intake without a separate compliance review
  • Teams that want fully autonomous customer commitments on day one
  • Businesses without a clear inbound lead workflow

Next Step

Where do your inquiries get stuck?

Request a 30-minute intake review. Bring one example of how a lead reaches your team. We will look at the handoffs and discuss whether a small pilot would help.

Request intake review

No obligation. Bring one real workflow. We will keep the first scope narrow.