AI Agents by SWR
Keep leads moving.
Start the day
with a plan.
We build AI agents that answer calls, respond to leads, help with booking and follow-up, and turn your pipeline into a clear morning action list. Start with the job your business needs most.
- Built around your business
- Clear handoffs to your team
- Start with one workflow
Your morning sales plan
Illustrative example. Not live client data.
open opportunities
estimates awaiting a decision
priorities for today
- 1MikeAssigned to Jess
Asked whether crack repair is included. No reply is recorded.
Next: Review his estimate, answer the question, and ask whether he wants to discuss the next step.
- 2SarahAssigned to Alex
Estimate sent three days ago. No response is recorded.
Next: Check that the estimate arrived and ask what she needs to make a decision.
- 3JamesAssigned to Jess
Missed yesterday’s estimate appointment.
Next: Ask whether he would like to reschedule and offer actual available times.
Coaching note: Five opportunities have no next-action date. Assign an owner and a next step today.
THE MORNING PIPELINE BRIEF
Start every morning knowing who to call next.
Your daily brief shows which leads need attention, what is holding up the next step, and what your team should do about it. Set a morning delivery target, such as 7 a.m. in your business timezone.
Pipeline means the leads and opportunities your business is trying to turn into customers. The point is not another dashboard. It is a useful plan for the day.
- Who needs attention
- What happened
- Why it matters
- What to do next
- Who owns the action
The brief uses recorded information from connected systems. Unlogged calls and updates will not appear. Missing information should be identified, not invented. Processing and delivery can affect the exact arrival time.
Your morning sales plan
Illustrative example. Not live client data.
open opportunities
estimates awaiting a decision
priorities for today
- 1MikeAssigned to Jess
Asked whether crack repair is included. No reply is recorded.
Why it matters: An unanswered question is holding up the decision.
Recommended action: Review his estimate, answer the question, and ask whether he wants to discuss the next step.
- 2SarahAssigned to Alex
Estimate sent three days ago. No response is recorded.
Why it matters: The team has not confirmed whether she received it or has questions.
Recommended action: Check that the estimate arrived and ask what she needs to make a decision.
- 3JamesAssigned to Jess
Missed yesterday’s estimate appointment.
Why it matters: The opportunity needs a new next step.
Recommended action: Ask whether he would like to reschedule and offer actual available times.
Coaching note: Five opportunities have no next-action date. Assign an owner and a next step today.
ONE JOB. A CLEAR NEXT STEP.
What would you like your AI agent to handle?
Pipeline Coach
Opportunities in your CRM, but no clear plan for the day.
Turn recorded activity into priorities your team can act on. Your pipeline is the leads and opportunities you are trying to turn into customers.
- Review recorded pipeline activity.
- Flag unanswered inquiries, overdue follow-ups, and missing next steps.
- Recommend priorities and practical coaching.
Today’s first priority
Illustrative example. Not live client data.
Recorded activity
Mike asked whether crack repair is included. No reply is recorded.
Recommended next step
Jess: review the estimate, answer Mike’s question, and ask about the next step.
Have another job in mind?
These are workflows we can discuss and scope around your business.
Database reactivation
Reconnect with suitable past inquiries using approved outreach rules.
Content and email drafts
Prepare material for review.
Lead research
Collect relevant company details and summarize fit.
Competitor updates
Summarize notable changes with sources.
Weekly performance briefs
Explain recorded marketing and sales activity.
Internal knowledge support
Help the team find approved business information and know when to ask a person.
Bring us the task. We’ll work through what the agent needs to know, what it can do, and when your team should step in.
STRATEGY. GUIDANCE. TRUST.
Your business comes first.
Useful agents need clear information and clear rules. We work through your services, common questions, customer journey, and team responsibilities before building the workflow.
Strategy
Choose a specific problem and define what a good result looks like.
Guidance
Give the owner and team clear next steps and explain why they matter.
Trust
Use approved information and clear handoff rules. When the agent needs help, the right person gets involved.
What we work through during setup
- Services and service area
- Approved answers and business policies
- Brand tone
- Qualification and booking rules
- Pipeline stages and assigned owners
- Follow-up preferences
- Human handoff and approval points
We configure the agents from your approved information and test the workflow. Uploading a document is a starting point, not a completed implementation.
How it works
Choose the job
We look at where inquiries, follow-up, or team time are getting stuck and choose a useful starting point.
Connect and test
We configure the information, channels, and rules included in the agreed scope. Then we test realistic situations and handoffs.
Launch and improve
We launch the agreed workflow, review its activity, and adjust it as we learn what your business needs.
Ways to start
Start with one agent
A defined job such as the morning pipeline brief or new lead response.
Connect several steps
Coordinate selected parts of lead response, booking, follow-up, and reporting.
Build a custom agent
Work through a recurring task that needs its own information and rules.
Your proposal will outline setup, ongoing support, and any usage costs based on the agents, channels, and work involved.
BEFORE WE TALK
Common questions
What would you take off your plate first?
Tell us where calls, leads, follow-up, or reporting are getting stuck. We’ll help you identify a practical place to start.