We implement managed AI workflows that answer calls, capture lead details, coordinate follow-up, and keep activity organized in one CRM.
Free AI Readiness Assessment
Your score is ready. Call Sofia to discuss the result and identify the highest-impact next step.
Discuss My Results: (561) 933-5128 →No contact information is collected. This is an illustrative self-assessment, not an industry benchmark or outcome guarantee.
How It Works
We don't just tell you what's wrong — we build the solution.
Take the 2-minute quiz above. Your answers highlight possible gaps in lead handling, follow-up, and day-to-day operations.
Review your actual workflows, identify the highest-impact opportunity, and define a practical implementation roadmap.
We configure and manage the agreed workflow, including lead capture, voice, CRM follow-up, monitoring, and support within the signed scope.
AI Solutions
Every recommendation in your assessment comes with a solution we can build and manage for you.
Configurable bilingual AI that answers calls, captures lead details and appointment requests, handles approved FAQs, and transfers calls when configured.
Managed and tested before launchMobile-friendly site optimized for local search. Showcases your services, reviews, and lets customers book or call instantly.
High ImpactConnect website or profile traffic to an approved scheduling workflow, with reminders configured to fit your business process.
Available when scheduling is in scopeRequest reviews after eligible completed work using customer-approved timing, wording, consent, and escalation rules.
Governed customer follow-upConfigure approved thank-you messages, service reminders, and follow-up sequences with clear opt-out and human-approval rules.
Consent-aware automationFrom estimates and invoicing to lead management and reporting — streamline your back office with AI tools tailored to your workflow.
Major ProjectMeet Your AI Receptionist
A configurable bilingual voice agent for capturing requests, answering approved questions, and coordinating the next step.
Answers calls at 2 AM, on weekends, and holidays. Your customers get help when they need it.
Switches languages naturally mid-conversation. Built for South Florida's diverse community.
Captures appointment requests and can connect to approved scheduling workflows when configured.
For urgent calls or high-value leads, Sofia transfers directly to your phone.
Try Sofia now: (561) 933-5128
BreveCRM + Sofia
A managed Speed-to-Lead workflow for approved after-hours, overflow, or primary-answer call routing.
The business routes an approved inbound call flow to Sofia.
The AI front desk provides disclosure and captures the request and callback preference.
The correct workspace receives the contact, call summary, and source context.
One opportunity and one assigned task organize the response.
Detailed email and optional SMS give the approved owner the callback context.
Map the current call flow, response gaps, ownership, and practical implementation plan.
Provisioning, approved workflow configuration, CRM setup, monitoring, and support. Final scope depends on the business requirements.
Managed implementation does not guarantee appointments, revenue, or business outcomes.
Take the free 2-minute self-assessment for an illustrative score, then call to discuss whether a governed AI workflow fits your business.