AI customer intake
Answer routine questions using approved business information, collect the details you need, and bring in a person when the request needs judgment.
We answer and organize customer inquiries by phone and digital channels, then connect appointments, follow-up, and handoffs to the tools your team already uses.
For growing businesses across the United States and Canada.
Try a sample customer request with our AI agent. For your business, we tailor its answers, coverage hours, intake questions, and handoff rules during setup.
Sample agent for demonstration. Sales and support: +1 (866) 981-3927.A prospect fills out a form after hours. A customer needs an appointment. A quote is sent and no one follows up. We turn those disconnected moments into a clear process your team can see and manage.
Choose one painful handoff to solve first. We design the conversation, connect the systems, and make the next action visible.
Answer routine questions using approved business information, collect the details you need, and bring in a person when the request needs judgment.
Guide qualified inquiries to a calendar, send confirmations and reminders, and flag unanswered quotes or requests for your team.
Move information from forms and conversations into your CRM, email, spreadsheets, or internal systems so your team is not re-entering it.
Give your team a usable view of incoming requests, status, handoffs, and where customers are waiting for a response.
Keep the business number your customers already know. During your chosen hours, forward selected calls to a dedicated local number where an AI receptionist answers with your greeting and business-approved information, during business hours, after hours, or when your team is busy.
See the plans
Handle routine questions and collect details while your team focuses on calls that need a person.
Give callers a useful answer, capture the request, and prepare a callback or booking for the next workday.
Let the agent take over when a line is busy or unanswered, with a clear path for urgent requests.
We set up the local number and tailor the agent’s greeting, approved answers, intake questions, business hours, and handoff rules to your operation. Callers continue dialing your existing number. Calendar and CRM actions are added where your tools support them.
Your receptionist follows a conversation designed for your business, then turns each answered call into information your team can act on.
Share approved services, hours, locations and common answers in English or Spanish, based on the languages configured for your agent.
Ask the right questions and capture the caller’s name, contact details, reason for calling and requested next step.
Give your team a call summary and the details needed to return the call or continue the request.
Define when the agent should seek a person or mark a call for priority follow-up. Live transfer is tested with your phone route.
Available as scoped integrations with your existing tools.
Check availability and place a confirmed event on a connected calendar, such as Google Calendar.
Create or update a contact, lead or support ticket in a connected system such as HubSpot, Salesforce or Zendesk.
Send captured details and a call summary into the team’s agreed follow-up workflow.
Calendar, CRM, ticketing and notification connections are scoped separately. Live transfers depend on carrier and route compatibility.
Choose a daily window for business-hours call answering, after-hours call answering, or overflow. Calls forward to your dedicated local AI number, where an agent trained on your business answers personally and moves each request forward.
Coverage hours are when the agent is available. Only answered conversation minutes count toward the monthly allowance.
A focused daily window for a small team.
More time and call capacity as demand grows.
A proposal shaped around your call patterns and systems.
USD. Plans cover one business and one inbound route in the US or Canada. Local number availability depends on the area. Existing-carrier forwarding, outbound transfers, SMS, taxes, and custom integrations are quoted separately. Additional answered minutes are billed at the listed rate; unused minutes do not roll over.
Illustrative workflows; channels and integrations are chosen around your existing operation.
An assistant asks for the job details, records the request, and queues a clear next step for the right team member.
The workflow checks the booking path, gathers relevant information, sends a confirmation, and prepares a reminder.
The system tracks the status, prompts timely follow-up, and keeps the conversation attached to the customer record.
We work from your actual process and systems. You see the proposed flow before implementation and test it with your team before it goes live.
We review where inquiries arrive, what happens next, and where work stalls.
We define responses, handoffs, safeguards, and connections to your existing tools.
We test with real scenarios, review the activity, and improve the flow as your operation changes.
Koncentrix Business works with small and mid-sized businesses in the US and Canada that handle a steady flow of inquiries, appointments, requests, or repeat administrative work.
Tell us how inquiries arrive, which tools your team uses, and what tends to get missed. We’ll identify a practical first workflow and discuss the scope with you.