Your business answers every call. Even at 2am.
Your Sales Agent answers while you're on a job, books the work, and follows up.
Runs on your Agent Balance.
<3sMedian pick-up time for every inbound call
+40%Median increase in booked jobs/quotes for active users
6 of 10Calls go to voicemail or ring out
Missed call answered
9:41KlientHQ
TodaySales Agent activity
Sales AgentMissed call answered
BookedDeep clean, Thursday 9:00 AM. Confirmation text sent to Dana M.
Sales AgentFollow-up to a lead who did not book
Hi Lee, still want that quote for Friday? Here is a link to pick a time.
Sales AgentCall summary and recording saved
ActivityScheduleCustomersKlient
Job booked
Sales Agent is a paid add-on for any KlientHQ plan. It answers calls and texts, books jobs and follows up, and it draws from your Agent Balance.
What it does
Picks up, books the job, and keeps the lead warm.
- Answers and qualifiesPicks up, asks the intake questions one at a time, and answers questions about your services.
- Checks real availability and booksBooks into your schedule and reads the confirmation number back.
- QuotesOffers to send a quote when a caller wants to think it over.
- Service area and territoryDeclines jobs outside your service area.
- Transfers to a humanHands the call to you or your team in the middle of a call.
- Listen in or take overJoin any live call and step in whenever you want.
- Call backCalls back missed callers, or tap Call back yourself.
- Follows up leads that did not bookSends a follow-up so the job stays with you.
- DepositsCollects a deposit during the call with an SMS link.
- Spam filteringBlocks robocalls and scam callers before they reach you.
- Recognizes returning callersGreets returning customers by name.
- LanguagesDetects the caller's language and answers in kind.
You stay in control
Your Sales Agent works inside the settings you choose.
- Listen in or take overJoin any call when you choose.
- Pause any timeOne switch and your Sales Agent stops answering.
- Setup in about five minutesPick a voice, set your greeting, services, pricing and booking rules.
By the numbers
Hiring staff to answer calls, against your Sales Agent.
CapabilityHiring staff to answer callsKlientHQ Sales Agent
CostHiring staff to answer callsSales AgentRuns on your Agent Balance
Hours availableHiring staff to answer callsMon to Fri, 9am to 5pmSales AgentOn while you're on a job
Sick days and turnoverHiring staff to answer calls8 to 12 days per year avgSales AgentZero
Simultaneous callsHiring staff to answer calls1Sales Agent10
$380 to $850Average field service emergency call value
Can I listen in or take over a call?
Yes. Open the Live tab to listen in on any active call and take over whenever you want. You can also pause the Sales Agent at any time.
What happens when my Agent Balance runs out?
Your Agent Balance never expires. If it reaches zero, your agents pause until you add to it.
Do I get a record of each call?
Yes. Every call has a summary, a transcript, and a recording in your dashboard.