- Lead coverage, including nights and weekends
- 24/7
- Time to the first reply
- Seconds
- Website chat, SMS and missed-call text back
- 3 channels
- Conversation AI and CRM platform
- GoHighLevel
Overview
The client
A busy local practice was generating steady demand from its website, Google Business Profile and phone line. During business hours the front desk kept up. After hours and on weekends, new inquiries sat in an inbox or a voicemail queue until someone could get to them.
The Challenge
People rarely wait for a callback. Someone who fills out a form at 8 p.m. or calls on a Saturday usually contacts the next business on their list if nobody answers. The practice was paying to generate those leads, then losing a share of them overnight, and the team started each morning working through a backlog instead of seeing patients and customers.
Goals
What we set out to do
- Reply to every new inquiry within moments, at any hour
- Capture name, contact details and the reason for reaching out before the lead goes cold
- Book qualified leads directly onto the practice calendar
- Hand anything sensitive or unusual to a person, not the bot
- Give staff a clean summary of overnight conversations each morning
How we did it
Our Approach & Strategies
-
01
AI conversation assistant
Set up GoHighLevel Conversation AI on website chat and text messaging, trained on the practice's services, hours, policies and most common questions, and written in the practice's own voice.
-
02
Missed-call text back
A missed call now triggers an immediate text, so callers who reach voicemail after hours are pulled into a conversation with the assistant instead of hanging up.
-
03
Qualification and booking
The assistant asks the same questions the front desk would, then offers open times from the live calendar and books the appointment with a confirmation and reminders.
-
04
Clear handoff rules
Anything urgent, sensitive or outside the approved guidelines is flagged for a team member rather than answered by the bot, with the full conversation attached.
-
05
Pipeline tracking
Every conversation lands in the CRM pipeline with its source and status, so the team can see what came in overnight and which leads still need a personal follow-up.
Appointment booked: Thursday, 6:00 PM
Results
What changed
- After-hours and weekend inquiries get a reply within seconds instead of the next business day
- Qualified leads book themselves onto the calendar overnight and on weekends
- Missed calls turn into text conversations instead of unreturned voicemails
- Staff start the day with a summary of every conversation instead of a backlog
- Every lead is tracked from first message to booked appointment
Stop losing leads after hours
We will show you how an AI assistant would handle your inquiries, what it should and should not answer, and how it hands off to your team.
Talk to Our Team