Turn inquiries into booked consultations.
Need digital marketing, legal or accounting help? Swift AI asks about the current situation and desired outcome, qualifies the inquiry and books the consultation.
Watch Swift AI work: Text AI and Voice AI for professional services
Brightpath Consulting
Ziel · Advisor · Email
Today · 7:30 AM
We need help with our digital marketing. Where do we start?
Swift AIHappy to help. What are you doing today, and what result would make this a success?
Only organic posts. We want more leads from ads.
Swift AIUnderstood. What monthly budget are you planning for ads?
Around $3,000.
Swift AIThat works well. I’ve booked a 30-minute consultation with our paid-media lead on Tuesday at 3 PM.
Consultation booked · Tue 3:00 PM
Incoming call · Grace
Ziel · Voice AI · Brightpath Consulting
Caller
Ziel
- CallerHi, I'm starting a small business and I need help with accounting and tax registration.
- Swift AIWe can help with both. Is the business already registered, or are you just starting out?
- CallerJust starting. I plan to launch next month.
- Swift AIThen a startup consultation is the best first step. Would Wednesday afternoon suit you?
- CallerWednesday at three works.
- Swift AIBooked with our senior accountant for Wednesday at three. I'll email you a short checklist.
Call transcriptConsultation booked · Wed 3:00 PM
Sample professional services conversations · AI-generated voices
The professional services journey, from first message to consultation
- Inquiry
- Current situation
- Desired outcome
- Qualification
- ConsultationDestination
What Swift AI handles for you.
- Captures inquiries from web, email and LinkedIn
- Asks about the current situation and goals
- Qualifies scope and budget
- Books consultations with the right expert
- Follows up on proposals
Your AI Employees for professional services
- Swift AI SalesEngages prospects, uncovers intent, budget and timeline, and scores each lead Hot, Warm or Cold.
- Swift AI AdvisorUnderstands detailed requirements and recommends the right fit for B2B and financial services.
- Swift AI Follow-UpKeeps a qualified opportunity moving instead of going quiet from neglect.
Every conversation syncs to your CRM or Swift AI’s lead panel, and anything that needs a person is handed over with full context.
Your customers are already talking. Give them a team that answers.
Give your AI Employees a role, your knowledge, your rules and a goal. Swift AI turns every conversation into a qualified opportunity, a booked appointment or a closed deal.
30-minute live walkthrough on your own use case. No credit card.