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.