cashcrown // For service firms
AI for services: qualify leads and serve clients without overload
Automated enquiry qualification, scheduling and answers from your knowledge base. The assistant handles administrative and informational questions — it does not replace expert advice and escalates substantive matters to a specialist.
01
Challenges we hear
- Many enquiries, little time to qualify
- Manual scheduling and confirmations
- Expert knowledge locked in people's heads
02
How we help
01
Qualify & book
An agent qualifies the enquiry, proposes a slot and books the meeting.
02
RAG on knowledge
The assistant answers from your documents — with citations and source grounding that strongly reduces hallucinations.
03
Estimator
A preliminary, indicative project estimate from rules and history — always confirmed by a human.
03
proof bundle
Proof bundle: qualification, booking and company knowledge
This vertical is based on the service-firm guide, Lead Engine, Claudify and the agent blueprint tool. We show how to measure enquiries, qualification, the knowledge base and the path to a meeting before a pilot.
122k
contacts in Lead Engine proof
754
endpoints in Claudify proof
3x
lead, knowledge, booking
04
Pilot path
step 1
1. Process and baseline
We map forms, inboxes, CRM, enquiry types, response time and lead-loss points.
step 2
2. Qualification and booking
We add scoring, qualifying questions, slot suggestions and operator-decision logging.
step 3
3. Knowledge and follow-up
We build the RAG base, cited answers, human handoff and follow-up after the call.