AI Agent That Follows Up Leads and Books Appointments

Operation AI is an AI lead follow-up and appointment conversion system for service businesses. It helps you answer enquiries, capture leads, qualify prospects, and guide them to the next step such as booking or payment.

No. Basic can work like a conversational website assistant, but Standard and Pro are trained more like AI sales follow-up agents that help move leads toward the next stage.

Yes. Create your demo agent, then you can chat with it as if you were a real lead and see how it answers questions, captures details, and guides the conversation.

We support all major CRM systems (Pro Plan), including Hubspot, Salesforce, ActiveCampaign, Zoho CRM, and more. If you use a different CRM, please contact us for assistance.

Of course! You can upgrade your plan at any time when you need to.

Depending on the setup, it can answer common questions, capture lead details, qualify intent, follow up by message, guide people to book appointments, send payment links, and hand off to a human when needed.

Basic is for passive website webchat and conversational lead capture. Standard adds SMS plus deeper agent training for active lead follow-up. Pro adds more channels, CRM syncing, and advanced workflow options.

Yes. Operation AI can guide qualified leads toward booking, but available times should be based on real availability, not invented answers.

No. In most cases, you can keep your current website and forms. Standard uses the built-in CRM workflow, while Pro can support syncing with supported external CRMs.

Yes. Standard and Pro include a 30-day conditional money-back guarantee for the first month when the onboarding and testing requirements are completed.

To qualify, you need to complete onboarding, provide the required materials, connect the included channels, import at least 20 leads, run a real test period, implement at least one reasonable optimisation we recommend, and request the refund within 30 days.

No. Operation AI is designed to improve speed-to-lead, follow-up consistency, and progression toward booking. Outcomes still depend on your offer, lead quality, traffic volume, and sales process.