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AI Sales & Lead-Intake Agent, Puerto Rico

A sales agent that qualifies every lead and books the ones worth your time.

For Act 60 companies in Puerto Rico. It answers inbound in minutes, qualifies against your criteria, books calls, keeps the CRM clean, and texts you the hot leads. You do the selling. It does everything before that.

What the agent does

Qualifies every inbound lead

Every form fill, reply, and inquiry gets scored and qualified against your criteria, in minutes, not days.

Books the meeting

Serious buyers get moved to a booked call automatically. No back-and-forth, no lead going cold while you sleep.

Texts you the hot ones

When a high-intent lead lands, it texts your phone in real time with the context. You act on the ones that matter.

Keeps the CRM clean

It logs, tags, and updates records so your pipeline reflects reality instead of decaying between deals.

Speed and control, not spray and pray

The value of a sales agent is speed: answering real interest before a competitor does. But speed without control is how businesses embarrass themselves. So the agent runs on your own systems and data, with access controls, approval steps for anything sensitive, and a full activity log.

It qualifies and schedules; you close. Anything that commits the company is routed to you. We run our own companies on agents like these every day.

Start with an audit, then a bounded pilot

First, a Systems Audit maps what your intake handles and ends in a fixed quote. Then your first paid build is a bounded pilot: one intake workflow, one measurable result, about 30 to 45 days. Prove the lift, then scale.

Frequently asked questions

What is an AI sales agent?

It is a custom agent that handles the top of your sales process automatically: qualifying inbound leads, answering first questions, booking calls, and keeping your CRM current, while escalating real buying conversations to you.

How fast does it respond to a lead?

In minutes, around the clock. Responding within 5 minutes makes you 21 times more likely to qualify a lead than waiting 30 (Lead Response Management Study, Oldroyd / InsideSales, 2007). Speed is the whole point: most inbound leads go to whoever answers first.

Is this a chatbot or a spam tool?

Neither. It is a governed agent working on your own systems and data, with access controls and a full activity log. It qualifies and routes real inbound interest; it does not blast strangers or act outside the limits you set.

Does a human stay in control?

Yes. The agent handles qualification and scheduling; you handle the actual selling. Anything sensitive, like pricing exceptions or commitments, is routed to you. You approve where it matters.

How do we start and what does it cost?

Start with a Systems Audit that maps what your intake handles and ends in a fixed quote. Your first paid build is a bounded pilot: one workflow, one measurable KPI, about 30 to 45 days. Department builds start around $15,000 depending on scope, and the Autopilot retainer that runs and maintains the agent starts at $4,500 per month.

Stop losing leads to whoever answered first.

Start with a Systems Audit. The fee is credited in full toward your first build.

Book a Discovery Call

30 minutes. We map the intake workflow to automate first, then quote it.