Onbrd Solutions

Sales Automation Software

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This AI-powered platform for service-based teams designs tailored agents that answer questions, schedule appointments, and follow up with leads around the clock, reducing missed opportunities and busywork so teams can focus on core operations. Its core features include an AI chat bot that delivers on-brand FAQ responses and captures leads, an AI phone bot that handles calls and books calendar time across chat, SMS, or voice, automated review monitoring with branded replies, AI-assisted invoice data extraction and reminders, and an appointment maker that coordinates calendars and sends confirmations to cut no-shows, addressing slow responses, data fragmentation, and manual follow-ups for home services providers and other field-based teams, with end-to-end setup and usage-based pricing designed for easy onboarding.

Onbrd Solutions can be found in Sales Automation Software categories.

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Onbrd Solutions Main Features

• AI Chat Bot
  This bot answers questions and collects leads all day and night with responses that match your brand.
• AI Phone Bot
  This bot helps callers, gives updates, books appointments, and takes messages when your office is closed.
• AI Review Bot
  This bot checks reviews and writes replies, and it can highlight important cases for further attention.
• Service Tiers
  Different plans are available that offer various features and numbers of agents to suit your needs.
• AI Invoice Agent
  This agent pulls data from invoices, checks totals, matches purchase orders, updates accounting, and sends reminders.
• Manage Workflows
  You can control and see how well your AI agents are doing in one place.
• No Coding Required
  You don’t need to know how to code; our team will set everything up and keep it running.
• AI Appointment Maker
  This tool schedules appointments, sends reminders, and helps reduce missed meetings through chat, web, SMS, or phone.
• Paid Pilot Available
  You can try a paid pilot to see how well the AI agents work before fully committing.
• AI Lead Followup Agent
  This agent quickly replies to new leads, checks their interest, sends follow-up messages, and sets up meetings.

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