Agree what the agent may do
Name allowed information, actions and stopping points. Prices, discounts, commitments and unusual exceptions need explicit business rules.
AI agents for enquiries and CRM handoff
An AI first line that works within your business rules: respond, ask approved questions, retain context and bring in a person at the right moment.
Scope, price, external costs and acceptance tests are agreed before implementation.
The first useful result
A tested route from a new enquiry to the next responsible person. The knowledge base, questions, permitted tools and escalation conditions are agreed before launch. First Line AI is our product for that specific scope.
Who it is for
For a team with real incoming enquiries and a repeatable qualification process. We first check whether the bottleneck needs conversation and context or can be fixed by a simpler CRM rule.
What can be included
- Approved knowledge and qualification questions.
- Conversation context and missing-information handling.
- Agreed channel and CRM connections.
- Manager handoff and human escalation.
- Visible failures and a recovery route.
- Acceptance scenarios, launch and support boundaries.
Demonstrate real scenarios
Review normal enquiries, unclear requests and requests for a person. Check conversation quality and the data sent to the team together.
Launch an observable workflow
Test handoff, record completeness and provider failures. Agree monitoring, support and the evidence needed to measure the first operational improvement.
A defined first step / First Line AI
A first line for the enquiries you already receive.
Base integration fromUSD 2,000
Support per monthUSD 200
Base launch: 14 calendar days after readiness checks, required access, data and an approved knowledge base are in place.
Channels, qualification, CRM record and manager handoff are agreed in the scope. CRM licences, numbers, messages, hosting and external API usage are separate; additional functions are estimated separately.
If an agreed acceptance test fails because of our implementation, we fix the defect within the approved scope before acceptance without an additional implementation fee.
Request a project call
Related work
MOMA LIV
A property website, CRM, Meta channels and partner-company integrations working together in the sales process.
Related workA practical guide: Why a chatbot alone does not solve lead handlingBefore we start
Can I try the studio’s agent?+
Yes. Use the website chat to ask about your project. It collects context and can pass your contact details to Andrei. Your business deployment is scoped separately.
Can AI approve discounts or contracts?+
Only actions explicitly approved in the project rules are permitted. Sensitive commitments and exceptions have a defined human approval route.
What does First Line AI cost?+
The base First Line AI integration starts at USD 2,000, with USD 200/month support. External licences, channels and provider usage are separate; additional functions are scoped separately.
Discuss this service
Scope, price, external costs and acceptance tests are agreed before implementation.