AI Pre-Sales Agent

Answer instantly. Capture the lead.

Serviti answers common questions from your approved business content, then captures intent — a site visit, an admission enquiry, an appointment, a callback — and hands your team a clean record to act on.

  • Project, admission and appointment Q&A from your content
  • Brochure, visit, fee and callback requests captured automatically
  • Answers stay on-message — no internal sales detail exposed
S Serviti Business AIAI assistant · online
Hi! What can I help you with today?
I need details and a callback.
Sure — I can share the right details and notify the team. What's your phone number?
Call me on 98765 43210
Lead captured · team alerted
Type a message…
Customer engages Website, QR, WhatsApp link or social ad
AI answers instantly From your approved business content
Lead captured Name, phone, need, callback or visit intent
Team follows up Full lead context, ready for action
Online & offline channels

One enquiry flow across every channel.

Print the QR on flyers and counters, share chat links in WhatsApp campaigns, or embed the widget on your website — all feeding one pipeline.

Flyers, counters & signage

Let walk-in customers scan a QR on brochures, posters, packaging and printed campaigns.

Website & landing pages

Embed the agent on your website, product pages, service pages and campaign pages.

Social ads

Route Instagram, Facebook and Google ad traffic into a guided qualification chat.

app.serviti.ai/leads Live
142
Leads this week
38
Hot & urgent
24
Qualified
11
Converted
LeadIntentPriority
Arjun Singh
Site visit · callback requested
Real estateHot
Meera Kapoor
Admission enquiry · follow-up
SchoolQualified
Sanjay Patel
Appointment request · new
ClinicNew
Lead Management

Every enquiry becomes a tracked lead.

AI-captured leads, manual leads and campaign imports stay visible in one workspace, so your team can assign owners, update status, and follow up — without spreadsheets.

  • Add leads manually or import by CSV
  • Assign owners, update status, track follow-up
  • Hot / Warm / Cold intent flagged automatically
Post-Sales Support

The same clean path, after the sale.

Existing customers raise issues through a simple support flow. Your team gets an instant alert with full context, and tracks ownership and status to closure.

Email summaryContext for your team
New Serviti item: follow-up needed
PriorityHigh
RequestCallback & next steps
SourceWebsite chat
ContextAvailable in dashboard
Start here

Start with a focused AI agent demo.

We configure a demo around your public material, enquiry flow and follow-up process. Upgrade when your team needs higher volume, more users and automation.

Book a free demo
When your agent goes live

What your team gets

  • An AI agent QR code for brochures, flyers, counters and promotions
  • A website chat agent configured for your business content
  • Team notification setup based on your follow-up process
  • Lead capture, callback requests and dashboard access
  • A simple upgrade path as users, alerts and volume grow
Getting started

From your material to live enquiries.

We keep setup focused so your team can judge the value quickly.

1

Discovery

We learn your use case, audience, content and the customer journey you want.

2

Configuration

We configure the AI agent around your approved business information.

3

Review

Your team reviews the demo flow before it goes live to customers.

4

Launch

We support launch, feedback and improvements as your usage grows.

Plans

Plans scale with usage and team size.

Starter Growth Scale

Plans are based on lead volume, users, content needs and notification channels. Serviti covers the common pre-sales workflow with a leaner stack — before you invest in several separate tools. We'll recommend the right plan after understanding your needs.

See it configured for your business.

Book a free demo and we'll set up a focused AI agent around your content, enquiry flow and follow-up process.