The phone rings
Answer an inbound inquiry and find out what the caller needs.
Give the next interested caller a useful response, and a reason to keep moving.
Lacy.ai qualifies the need, captures the context, and connects the lead to your approved booking or follow-up path.
Book a Free 30-Minute Demo →Answer an inbound inquiry and find out what the caller needs.
Use an approved outbound workflow to follow up on a website inquiry.
Follow up on an open estimate or callback using your configured rules.
Respond to the caller’s interest and capture the project they want help with.
Ask your approved questions about the project, timing, and service area so your team can assess the fit.
Use the configured booking, callback, or follow-up path. Carry the project details into the handoff.
Example workflow. Actions depend on your connected systems and configured business rules.
Book a Free 30-Minute Demo →Explore six connected views, from call handling to the work that follows.
Track call volume, bookings, lead qualification, and AI phone agent outcomes from one executive performance view.
Build connected workflows that turn phone conversations into CRM updates, follow-ups, alerts, and business actions.
Review every customer conversation with recordings, transcripts, caller context, extracted outcomes, and call-level visibility.
Configure the AI phone agent experience, including voice, model, call handling, behavior, and assistant settings.
Build structured call experiences visually so teams can move faster without custom code for every call path.
Capture structured customer data from every conversation and pass it into prompts, systems, automations, and workflows.
Platform illustrations with sample data. Explore the live platform in your demo.
Listen to real examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.
Target orders a pallet of ice from SF Ice. The AI Phone Agent naturally confirms the request and applies its trained knowledge of the pallet’s weight and quantity.
Walgreens requests the minimum number of ice bags. The AI Phone Agent uses knowledge base logic to determine the correct quantity and handles the order naturally.
Southwest Airlines orders a pallet of ice and updates the delivery address. The AI Phone Agent reasons through both requests and completes the call in a natural, human-like way.
These are customer calls handled for San Francisco Ice Company. Target, Walgreens, and Southwest Airlines are callers in these examples, not presented as direct Lacy.ai customers or endorsements. Sensitive details may be redacted for privacy.
These are inbound order-handling examples from San Francisco Ice. Your intake and lead workflows are configured around your business and connected systems.
Book a Free 30-Minute Demo →Explore the details that matter to your team.
Build the response around the source of the lead.
Carry the project, urgency, service area, and appointment interest into the handoff. Your sales team starts with context instead of starting over.
Illustrative lead brief, the fields and qualification rules are yours to configure.
A useful conversation creates more than a contact.
Match the response to readiness and your team’s rules.
Trigger the configured confirmation or follow-up, and keep the agreed action visible to your team. Available actions depend on your connected systems.
Review call history and outcomes to refine questions, routing, and follow-up.
Set service areas, qualification questions, and escalation rules.
Map captured details to CRM fields and approved workflows.
Use available recordings, summaries, and analytics to see what needs attention.
Respond to new interest
Qualify the opportunity
Book or arrange follow-up
Keep the CRM informed
Lacy.ai helps businesses convert more leads by using AI Phone Agents to answer calls, respond faster, qualify customers, capture lead details, book appointments, sync CRM data, and trigger follow-up workflows.
An AI lead conversion phone agent handles lead conversations by answering calls, asking qualification questions, collecting structured data, identifying intent, and moving the lead toward booking, callback, sales follow-up, or routing.
Lacy.ai is built for service businesses and home service companies that rely on calls, forms, inquiries, appointments, estimates, and follow-up to generate revenue.
Yes. Lacy.ai can support lead conversion workflows for HVAC, roofing, plumbing, electrical, remodeling, landscaping, pest control, garage doors, restoration, windows, flooring, pool service, and more.
Yes. Lacy.ai can help answer after-hours calls, capture lead details, identify urgency, and trigger follow-up workflows based on your business rules.
Yes. Lacy.ai can support CRM-connected workflows that sync lead details, call summaries, structured variables, call outcomes, appointment interest, lead status, and follow-up actions.
Plan the qualification, booking, and follow-up path around your sales process.
Book a Free 30-Minute Demo →