Features
Everything Monica does while you run your business.
She calls, answers, books, follows up and tells you where the next sale is. Everything is saved to the customer's profile, so your team always knows where things stand.
Today
Open it and she tells you what happened and what she needs from you
The first thing you see is Monica summing up your day in one sentence: how many people she talked to, how many appointments she booked for you and how many things need your attention.
- Every to-do comes with its own button: reply, view the call or confirm.
- If she's calling someone right now, you'll see it.
- Your schedule for the day and the week's summary, right alongside.
Conversations
Answers in the moment, at any hour
Monica replies on WhatsApp, Instagram, Messenger and SMS with what she knows about your business, and follows up by email. She asks what she needs to know to tell whether the person is a fit for you, and offers them an appointment.
- All the conversations from your channels in a single inbox, with one profile per customer.
- Leads from your Meta and Google ad forms reach her the moment they come in, and she knows which ad they saw.
- If you turn it on, she answers comments on your Instagram and Facebook posts and continues privately.
- If someone asks to talk to a person, she stops replying and hands the conversation to you.
- You can take over any conversation whenever you want.
Hi, I saw your ad for implants. How much do they cost?10:14 PM
Hi Emily, I'm Monica, the AI agent at Brightside Dental. The price depends on each case, so the doctor does a consultation first. Are you missing one tooth or several?10:14 PM
Just one, on the bottom.10:16 PM
Got it. I have an opening Tuesday at 3:30 PM or Wednesday at 10:00 AM. Which works better for you?10:16 PM
Tuesday.10:17 PM
You're all set: your consultation is booked for Tuesday at 3:30 PM. I'll send you a reminder the day before.10:17 PM
Calls
Natural calls, going out and coming in
She calls every new lead within seconds and the contacts you ask her to, and she answers your business's own phone number. She talks it through calmly, checks your real calendar while she's on the line and books. When she's done, she leaves you the summary, what the person wants and the next step.
- From the very first sentence she says she's an AI agent and that the call is recorded.
- If someone asks not to be called again, she won't call them again.
- She answers your own local number and greets customers who have called before by name.
- If the person asks for someone on your team, she passes the call to your advisor.
- Hear how she sounds before you use her: she calls you first.
Calls and your own phone number come with the paid plans. In the US and Canada the number is ready instantly.
Hi Mike, how are you? This is Monica, from Brightside Dental. Before anything else: I'm an AI agent and this call is recorded. Do you have a minute?
Listen live
Listen to any call while it's happening
From Calls, press “Listen live” and hear Monica and your customer in real time, from your computer. It's the easiest way to trust her: you hear exactly what your customers hear.
- When the call ends, you have the recording, the transcript and the summary.
- Every call is saved to the customer's profile, along with the rest of the conversation.
Do you have anything Thursday afternoon?
I have Thursday at 4:30 PM with Dr. Ross. Shall I book it for you?
Yes, please.
Calendar
Books only where you really have room
Monica books into the open slots in each team member's schedule and syncs with Google Calendar. If the appointment is virtual, it comes with its Meet link.
- She only confirms an appointment once it's booked; if she said yes and it didn't get booked, she lets you know so you can confirm it yourself.
- Reminders by WhatsApp or email before every appointment.
- Spreads appointments across your team based on availability.
Prospect intelligence
She tells you what to offer and who's going quiet
Monica reads your recent conversations and finds the opportunities: which service to offer each lead, why, and the message to send. On each customer's profile she suggests the next offer, and before each appointment she gives your team a brief.
- Customers who have gone quiet, flagged before you lose them.
- How each customer feels, summed up from their conversations, emails and notes.
- The brief before each appointment: who the person is, what they need, how urgent it is and what's been said.
Your numbers
Ask her about your business and she answers with your data
A live dashboard of leads by source and stage, appointments, conversations and income, which you can filter by date, salesperson and pipeline and compare. And when you want something specific, you just ask Monica.
- “What's my conversion rate this month?”, “Where do my leads come from?”, “How much did I bill?”
- Ask her to “add a top customers widget” and it shows up on your dashboard.
- Each person on your team sees only what's theirs.
What's my conversion rate this month?
This month you won 9 of the 24 leads you closed: 37.5%. Most of your new leads came from Instagram. Want me to add it to your dashboard?
Yes, add it.
What she knows
She knows your business, and you decide what she says
When you start, Monica reads your website or looks up your business by name and city. She shows you what she understood and you correct it: services, hours, location and the answers to the questions you always get.
- You choose her voice.
- See in one place what she knows and what she does on her own.
And more
The rest of your operation, in the same place.
Customers and pipelineStages, notes, history and next appointment for every person.
Meetings with summariesShe joins your Meet meetings, records them and leaves you the summary.
Payments and invoicesInvoices, payments and collections right next to each customer.
Business numbersLeads, appointments and conversations for the week and the month.
Your team, with permissionsEveryone sees what's theirs: owner, advisors, accounting.
Ask her for what you needAsk about your appointments or your customers and she answers with your data.
Hear how she handles your customers.
Create your account, tell her about your business and Monica will call you so you can hear her. Your AI agent up and running in 5 minutes.
Create my free Monica