Stonebridge AI

AI Receptionist Pilot

AI receptionist and lead qualification system in 7 days

Capture more inbound calls, forms, and emails, then turn each request into a structured summary, urgency score, staged follow-up, and internal next step. Nothing sends, books, or updates customer systems without approval.

Book a 30-minute intake reviewSee the 2-minute demo workflow

Approval-gated by design: human approval stays in front of outbound messages, scheduling, CRM updates, pricing, and customer commitments.

The Problem

Leads get lost between tools, not because teams do not care.

Service teams do not usually lose leads because they lack effort. They lose leads in the handoff between call, inbox, CRM, scheduler, and follow-up.

  • 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.

Workflow Diagram

From inbound request to approved next step.

The system automates intake, triage, drafting, and task handoff. It does not autonomously make commitments to customers.

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

Sanitized Demo Example

A field-services intake example with safe boundaries.

A regional maintenance company receives a request for help automating website intake, email triage, CRM updates, and scheduling handoff. The system extracts the contact, tools, bottleneck, budget range, timeline, sensitive-data notes, fit score, urgency score, missing information, and recommended next action. It then stages a follow-up draft and creates an internal task.

Lead summary

Fit
High
Urgency
Medium
Draft reply
Staged only

Staged draft

Thanks for sharing the workflow. I captured website intake, inbox triage, 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

7-Day AI Intake Pilot

Every qualified inbound request gets summarized, scored, and assigned a next step within minutes during the agreed operating window.

Includes

  • One lead source mapped: calls, website forms, or shared inbox
  • Structured lead summary schema
  • AI receptionist or transcript-based intake path
  • Staged follow-up draft
  • Internal task or notification queue
  • Escalation and approval rules
  • Test cases for normal leads, spam, urgent requests, and unsupported claims
  • Handoff and training session

Pricing frame

  • $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

Want to find the highest-friction lead handoff in your business?

Book a 30-minute intake review. We will map one lead path, identify the manual handoffs, and show where approval-gated AI can safely reduce response time.

Book intake review

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