How long does it take?

Think weeks, not quarters — not a six-month science project. The three-week arc under How we work is a first shippable slice (map, connect, launch to real traffic). Growth-shaped builds — more sources, CRM depth, dashboards — typically run four to eight weeks. Scale programs or gnarly stacks and slow content access add time; we put dates in the proposal so whoever approves spend is not guessing.

Can it use our documents and site?

Yes. Price books, SOPs, PDFs, help centers, and approved pages — grounded via RetrievIQ with citations, not guesswork.

We already have ChatGPT and Zapier.

Great starts. Stakeholders still ask: whose data, which workflow, what happens when it fails, and what did we save? We package that for production. When answers must match your price book and SOPs, we build on RetrievIQ — citations and guardrails in production, not a generic chat window.

Will it talk to our CRM?

That is the point. CRM, tickets, email, calendar, internal APIs — with errors handled like adults.

What about privacy, security, and compliance?

We publish a data handling and security overview covering RAG, PII, retention, subprocessors, and when a BAA is needed for HIPAA-aligned work. For SOC 2, penetration testing, and formal subprocessor schedules, see Security and trust. We also publish our Privacy Policy and Terms of Service. Vendor questionnaires and DPAs are available under NDA for qualified engagements.

Can we get a reference call or customer logos?

Yes. Reference calls with similar deployments are available under NDA during diligence. Named logos, quotes, and public case studies require written permission from the customer — we coordinate introductions when they agree and never imply endorsement without it.

When text is solid, we add phone or voice where it earns its keep — same guardrails, same outcomes.

What happens after we go live?

We watch usage, tune retrieval and flows, and grow channels as you grow. Launch is the beginning.

Every client is different. The patterns repeat. The copy-paste chat widget does not.

Home services · Real estate · Legal intake

Never miss the call that matters.Turn missed calls into booked work — for home services, real estate, and legal intake teams that run on the phone.

We build phone and text front desks that answer after hours, ask the right questions, and book the next step — jobs, showings, or consults — with notes in the CRM or practice system you already use. Real systems in production, not a demo.

When answers must match your price book and how you work, we build on RetrievIQ — your playbook, cited back on every answer, not guesswork.

Book free AI revenue audit Try interactive demo

Answer, ask the right questions, and book — by phone, text, or when they miss your call.
Clear details for dispatch, agents, or intake — not another sticky note.
Notes in your CRM, calendar, or practice system — a record you can review every week.

The cost of missed calls

Every missed call
is money walking out.

Home services, real estate, and legal intake all live on the phone. The calculator below uses field-service patterns (trades-first); book a free revenue audit to model real estate or legal intake for your shop.

Missed or unanswered calls

Each ring that hits voicemail is a job your competitor may book instead.

Field-service studies often cite 20–35% of inbound calls going unanswered during peak season.

Slow callback

Homeowners and property managers hire the first credible shop that responds.

Many SMB surveys report 50%+ of buyers choosing whoever replies first — often within minutes, not hours.

Manual scheduling & follow-up

Coordinators lose evenings to phone tag; jobs slip when intake is not structured.

Teams routinely spend 10–20+ hours/week on scheduling back-and-forth that could be automated.

Estimates are illustrative. Your audit uses your call volume, seasonality, and booking data — not generic benchmarks alone.

Full revenue leak audit Jump to calculator

Under the hood

Your materials. Cited every time.

RetrievIQ is the retrieval layer behind our front desk — price books, SOPs, and approved docs with sources shown. Not the public internet.

Explore RetrievIQ

Discovery sprint

Know the plan.
Before the big build.

In about 30 days we map how you work, name what to fix first, and give you ballpark costs — so you can fund the next step, start smaller, or wait. One paid engagement; no obligation to build with us after.

Laptop, charts, and notes on a desk — scoping work and discovery deliverables

You get a concrete packet to share with whoever signs off—without a long vendor bake-off. If your needs are unusually complex (many sites, heavy compliance), we may quote discovery slightly higher before kickoff.

Timeline

Up to 30 days

from kickoff to the written deliverable

Typical cost

$2.5K – $6K

most small and mid-size engagements land here

What you walk away with

Plan + cost bands

enough to green-light a build, scope a smaller pilot, or wait

What's in the box

A clear picture of how things work today: your tools, your data, and where leads, tickets, or handoffs slow down.
A prioritized list of what to tackle first—each tied to a metric you already care about (speed, cost, volume, quality).
A simple “what plugs into what” sketch: what can be automated, what stays with your team, and what needs guardrails.
Rough cost ranges for Starter vs Growth vs Scale paths so you can compare scenarios with your owner or bookkeeper—not a binding quote, but enough to budget.
A written plan you can circulate internally, plus an optional one-hour walkthrough for your team (recorded if you want).

Pricing

Pay for results.
Not another chatbot subscription.

Clear project tiers for home services, real estate, and legal intake — from your first live front desk to multi-location programs. Final price depends on your tools and how customers reach you.

Home services Real estate Legal intake

Starting at $5K

A real front desk in your business.Built for home services, real estate, and legal intake — not a $299 chatbot. Live in weeks.

Home services Real estate Legal intake

Plan first ($2.5K–$6K)Full pricing & monthly plans

Three paths for home services, real estate, and legal intake. Same goal: answer fast, book the next step — job, showing, or consult — and leave a record your team can trust.

Starter

$5K – $9K

Trades, agents, or intake — first phone or chat automation

Your first working front desk — one channel, live in weeks.

Phone or chat to start — your choice
Hooked into your CRM, calendar, or practice system
Answers from your price book or main FAQ
Go-live help and handoff to your team

Talk about Starter

About three weeks.
Something you can use.

Map how you work, connect your tools, go live on real calls. Bigger builds take longer — we agree the timeline before we start, not after.

Map the work

Week one: who’s involved, what “done” means, and the number you’ll watch.

Connect & teach

Week two: your materials in. Your schedule and CRM connected — the links that matter.

Ship & tune

Week three: test, launch, watch real traffic. Then we tighten what breaks.

People

Real people.
Real ownership.

You meet who leads the work before we talk price. Every project has a named principal; larger builds add engineering and support through go-live.

Principal

Sudeep Patra

Founder & Principal, delivery

Your escalation path for scope, timeline, and executive updates.

Background in ops-heavy B2B and regulated-adjacent rollouts; signs the statement of work and stays in the room from scoping to go-live.

SOW & commercial
Stakeholder alignment
Risk register

Engineering

Lead engineer, systems

Owns what ships: integrations, retrieval, guardrails, and prod hygiene.

Full-stack and automation background; has shipped RAG and voice paths to real traffic, not slide decks.

Architecture
CRM · APIs · LLM stack
Observability

Success

Customer success & outcomes

Launch week, tuning cadence, and the scoreboard your board asks for.

Owns handoff docs, training, and post-launch iteration — so finance sees deflection and time saved, not vanity counts.

Launch runbooks
Metrics reviews
Expansion

Growth engagements include a named delivery owner; Scale includes the full trio for go-live and expansion. Engineering and success portraits above are stock placeholders for the roles we assign; ask on the call for references and bios for the people on your account.

Past builds (anonymized)

Healthcare-adjacent · anonymized

Multi-location intake: voice + chat, grounded FAQs, CRM tasks for follow-up.

CRE · anonymized

Lead capture and routing: qualification fields, AE handoff, calendar holds.

B2B SaaS · anonymized

Policy and billing answers with citations; escalation when confidence drops.

Contact

Let's talk.
Or send the details.

Email works for packets and follow-ups. Want a walkthrough? Book a free revenue audit above — we read every message.

Email

Sales, partnerships, and vendor intake

hello@bot-ai.us

Book free AI revenue audit

Mailing address

Official correspondence & notices

Bots-AIOlympus Corporate Centre3017 Douglas Blvd, Suite 300Roseville, CA 95661United States

Open-plan office with floor-to-ceiling windows and natural daylight

Our headquarters

Roseville, California

We're based in the Sacramento area — you don't need to be local. We design, ship, and support engagements for teams across the U.S.