Enterprise DNA

Sales and new business · Live demo

Project enquiry line

Answers calls and chats about new commercial projects, asks the questions the architects need and books a first consultation.

VoiceWeb chat Lead captureBookingSummaries
Live demo

Talk to Reem at Dunelight Architects and Engineers

Dunelight Architects and Engineers is made up. Reem is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Developers and corporate owners call several consultancies before drawing up a shortlist. The partners are on site or in design reviews, and a missed call can mean missing the shortlist.

How it works

  1. Answers the consultancy's phone line and website chat
  2. Asks about the project: type, location, plot or floor area, budget and timing
  3. Explains fees and typical programmes from the firm's own guide
  4. Books a first consultation with the right partner for the project type
  5. Sends the partner a short summary of the project before the meeting

What it connects to

  • Phone
  • Website chat
  • Calendar
  • CRM or project database
Sample conversation
  1. CallerHello, we've acquired a plot in north Jeddah and plan a ten-storey office building with shops at ground level. Can you design it?
  2. AgentYes, office and mixed-use buildings are a large part of our commercial work. Can I take your first name, and roughly how big is the plot?
  3. CallerAbdullah, from Coralgate Development. About 4,200 square metres. We have the deed and want to break ground within 18 months.
  4. AgentThanks Abdullah, that timeline works, since concept design, engineering and permits usually take 8 to 10 months for a building this size. Faisal Al-Zahrani, our founding partner, can meet you at the studio on Monday at 10am or Wednesday at 4pm. Which suits?
  5. CallerWednesday at 4.
  6. AgentBooked. You'll get a confirmation with what to bring, including the deed, the plot's zoning letter and your brief, and Faisal will have a summary of what you've told me.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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