Features
Every call, text, chat and email, turned into a lead you can work
Every plan starts with an honest, always-on assistant and one inbox for your customers. Higher plans add missed-call text-back, CRM sync and more ways to follow up.
A chatbot that actually knows your business
Trained directly on your website's real content — not a generic script. It answers using your actual services, pricing, and policies, and is built to say so when it doesn't know something rather than guess.
- Answers instantly, 24/7 — nights, weekends, on the job
- Retrain from your website in one click whenever your pages change
- Flags genuinely dangerous situations at every tier — never gated behind a paid plan
- /servicesIndexed
- /pricingIndexed
- /emergency-serviceIndexed
The call you missed gets a text before they call someone else
Most people don't leave a voicemail. They call the next name on the list. When a call rings out, the caller gets a short text from your business within seconds, asking what they need. You keep your number; your carrier just forwards the calls you don't pick up.
- Day or night, or only when you're closed. Your call
- Their reply comes to your phone. Just text back, and it goes out from your business number
- Runs on your personal cell? Texts sound like you, and friends and family on your never-text list are skipped
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Rang out. No voicemail left.
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Rossi PlumbingSorry we missed your call! What do you need help with, and what's the address?(555) 014-2290Water heater's leaking all over the garage. Can someone come tonight?
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Text back from your own phone. The customer only ever sees your business number.
- Mom(555) 201-7731
- Coach Dave(555) 388-0402
Every conversation in one inbox
Website chats, emails, Facebook messages and texts all land in the same list, newest first. Reply from the dashboard and it goes back out on the channel they used, so nobody has to check four apps to find the customer who wrote in last night.
- Connect Gmail or Outlook and customer emails show up next to your chats
- Reply in place. It's sent from your email, your Facebook page or your business number
- Add a sender as a lead, or block one, in a single click
Website chat and email on every plan. Facebook Messenger on Pro & Scale; two-way texting on Scale.
- (555) 014-2290Water heater's leaking all over the garage…
- Danielle ChoWebsite chat · Quote for a panel upgrade?
- Marcus TateDo you do drain cleaning on Saturdays?
- Ray DelgadoRe: Yearly maintenance plan
Every business gets its own AI, never a shared script
Two customers on the same plan get two completely separate assistants. Yours is trained only on your website, answers only for your business, and keeps its leads in your dashboard — nothing is pooled with anyone else's, and no one else's answers ever show up in your chat.
- Own training data
- Own answers
- Own leads
- Own training data
- Own answers
- Own leads
- Own training data
- Own answers
- Own leads
Three customers, three completely separate assistants.
Every lead captured, nothing lost
The moment a visitor shows interest, the assistant collects their name, contact info, and what they need — then emails you and drops it straight into your pipeline.
- Emailed to you the moment it comes in
- Name, contact, and what they need — all in one row, nothing to re-type
- Move each lead through your pipeline, from New to Won, as you work it
| Lead | Need | Status |
|---|---|---|
| Mike Torres(608) 555-0148 | Water heater not heating | HotNew |
| Danielle Chodanielle.cho@gmail.com | Quote for panel upgrade | WarmNew |
| Ray Delgado(414) 555-0192 | Yearly maintenance plan | ColdContacted |
Only real customers make it into your pipeline
Not everyone who reaches out is a customer. AI reads every new contact, from every channel, and keeps out the spam, the sales pitches, the job applicants and the text from your mom. Your pipeline stays a list of people you can actually sell to.
- Checks every new contact within seconds of it coming in
- Not sure? It lets them through. A stray card costs less than a lost customer
- Filtered contacts stay in your inbox, and you can add anyone back as a lead
- Need a quote to fix a roof leakWebsite chatLead
- Hey it's Mom, call me when you canTextPersonal
- We can get you to #1 on GoogleEmailSales pitch
- Do you service Waukesha?FacebookLead
- Attaching my resume for the tech roleEmailJob seeker
2 leads added to your pipeline · 3 kept out
Never miss a lead because you were the only one watching
Add logins for your office manager, your dispatcher, or whoever's on call this week. Everyone sees the same pipeline, so a lead doesn't sit untouched because the one person who checks the inbox was under a sink.
1 login on Essential (add more any time), 10 on Pro, unlimited on Scale.
- A separate login for each person — no shared password to pass around
- One pipeline for the whole team — nobody forwards emails
- Lead statuses update for everyone, so two people don't call the same customer
- TR Tony Rossi OwnerRossi Plumbing Active
- DK Dana KowalskiOffice manager Active
- LM Luis MendezDispatcher Active
- JP Jordan ParkOn-call technician Invite sent
Know which leads need you right now
Not every message is a job for tonight. The assistant reads each conversation and tags it — how urgent it is, whether it's a homeowner or a business, roughly what the job's worth — so the leak under the sink reaches you first and the "maybe next spring" quote waits until morning.
- Urgency, customer type, and estimated value on every lead
- High-priority leads notify you instantly, the rest wait in the list
- UrgencyCritical
- Customer typeResidential
- Est. value$450+
Follow-up that happens even when you forget
Most quotes don't die because someone said no. They die because nobody checked back. When a lead goes quiet, a short series of follow-up emails goes out on its own, then stops. The moment they reply, it's back in your inbox.
- Follow-up emails go out on a schedule, and stop the moment they reply
- Every follow-up and reply shows up on the lead
- One switch in Pipeline — pick who it applies to, turn it on
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Visitor asked about a water softener quote, then stopped replying.
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No follow-up if they replied in the meantime.
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Email · Rossi PlumbingStill interested in getting that water softener quote? Happy to get you on the schedule.
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Lead moved to Booked.
Works with the CRM you already run on
Connect HubSpot, Jobber, Salesforce or HighLevel, and new leads show up there on their own. No copying names from one screen to another at the end of a long day.
- New leads land in your CRM automatically, no double entry
- Coming from another tool? Import your contacts from a CSV
- Disconnect any time. Your leads stay in MyProspectPortal
One dashboard that answers “is this working?”
Open one screen and see how many conversations turned into leads, what visitors ask most, and which questions the assistant couldn't answer — so you know whether it's earning its keep and what to add to your website next.
- Chat-to-lead rate — how many conversations became a real lead
- Most-asked questions — what customers actually want to know
- Unanswered questions — the gaps to fill on your site
- Do you offer same-day service?34
- What's your service area?27
- Do you charge for estimates?19
- Do you install tankless water heaters?Asked 6 times · not on your site
- Do you offer financing?Asked 4 times · not on your site
Built to grow past just your website
Scale adds the pieces a busy, multi-crew shop runs on: customers can text your business number, the assistant runs on our most capable AI model, and we set everything up for you.
- Structured diagnostic questions, so you arrive knowing what the job is
- Two-way texting from your business number
- Our most capable AI model for complex services
- Instagram as a chat channel — coming soon
- Unlimited integrations
- Dedicated onboarding: we set up your chatbot & CRM, plus a named contact
Powered by Rossi Plumbing
And the rest
The small things that save you an hour a day
A pipeline that moves itself
A customer replies and their lead moves to Qualified. Too long without a reply moves it to Lost. You can always move it back.
Leads with an owner
Assign each lead to a teammate, then filter to just yours. Nobody calls the same customer twice.
A follow-up calendar
Every follow-up that's due, laid out by day, so the callback you promised doesn't slip.
Start a conversation from anywhere
Compose a new email, text or Facebook message right from the inbox, on whichever channels you've connected.
Tune it in the Playground
Change the greeting, tone, reply length and the questions it asks, and try it before a customer ever sees it.
Texting done by the book
Texts go out from a registered business number, and STOP and HELP replies are handled for you.
Next step
See it all in action
Compare every plan side by side and estimate what the leads you're missing are costing you — both are on the Pricing page.