AI agent services

AI Agent Services

Start with one. Each is built for your process, connected to your tools, and handed over with training and a dashboard your team can read.

Lead Response & Qualification

Replies to every new inquiry within seconds, asks the right questions and routes hot leads to you.

  • Web forms, email, Facebook and Google leads
  • Scores and tags leads in your CRM
  • Books calls straight onto your calendar

Works with HubSpot · Salesforce · GoHighLevel · Google

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AI Receptionist & Scheduling

Answers calls and texts in a natural voice, books and reschedules appointments, and sends reminders.

  • 24/7 phone and SMS coverage
  • Fewer no-shows with automatic reminders
  • Hands off to a person on request

Works with Google Calendar · Outlook · Calendly · Jobber

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Customer Support Agent

Answers common questions from your own policies and past tickets, and escalates the rest with full context.

  • Website chat, email and help desk
  • Order status, returns and FAQs
  • Learns only from your approved content

Works with Zendesk · Gmail · Shopify · Intercom

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Back-Office & Document Automation

Reads invoices, receipts, intake forms and purchase orders, then enters and reconciles the data for you.

  • Invoice processing and payment follow-up
  • Data entry across CRM, ERP and spreadsheets
  • Weekly reports prepared automatically

Works with QuickBooks · Xero · Excel · Google Sheets

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Marketing & Content Agent

Drafts posts, emails, review replies and local SEO content in your voice, ready for your approval.

  • Replies to Google reviews within the day
  • Monthly newsletter and social calendar
  • Local SEO pages and blog drafts

Works with Google Business Profile · Mailchimp · Meta

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Custom Workflows & Integrations

Have a process that eats hours every week? We map it and build an agent that runs it end to end.

  • Multi-step, multi-system workflows
  • Human approval checkpoints where you want them
  • Monitoring, logs and monthly tuning

APIs · Zapier · Make · n8n · custom connectors

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What an AI agent does

Think of it as a new team member who handles the repetitive work, every hour of the day.

An AI agent reads, decides and acts inside your business tools. We connect it to your email, phone, calendar, CRM and books, give it clear rules, and keep a person in charge of anything important.

Calls go to voicemail after 5 PM and on weekends

Agent handles it →

Every call and web inquiry gets a reply in seconds, and qualified leads get booked.

Staff re-type orders, forms and invoices into three systems

Agent handles it →

Documents are read, checked and entered automatically, with exceptions flagged for review.

Quotes and unpaid invoices sit for weeks without follow-up

Agent handles it →

Polite, on-brand follow-ups go out on schedule until the customer replies or pays.

How it works

From first call to a working agent, in four steps.

You don't need a technical team. We handle the build and the setup, and we train your staff before anything goes live.

  1. 01

    Free workflow audit

    30 minutes

    We walk through your day-to-day and find the two or three tasks costing you the most time and missed revenue.

  2. 02

    Agent blueprint

    Within 1 week

    You get a plain-English plan: what the agent does, which tools it touches, where a person approves, and a fixed price.

  3. 03

    Build & connect

    Typically 2–4 weeks

    We build, connect it to your systems and test it on real scenarios before any customer ever sees it.

  4. 04

    Launch & improve

    Ongoing

    We launch, watch every run, and tune it monthly. You get a simple report showing the hours and leads it handled.

Free workflow audit

Find out which tasks an AI agent could take off your plate this month.

Book a free 30-minute call. You'll leave with a short list of automation opportunities, whether you work with us or not.

  • A review of your current tools and processes
  • Your top 3 automation opportunities, ranked by value
  • A rough timeline and budget range
haj@softloadion.com +1 718-300-5500 9814 Sailfish Terrace, Montgomery Village, MD 20886

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