AI PHONE AGENTS FOR SALES TEAMS

Turn sales calls into qualified next steps.

Answer sales calls, capture project details, and move qualified inquiries into booking, estimates, or follow-up. Built around your home services or B2B sales process.

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Real AI Phone Calls

Hear how Lacy handles real service business calls for San Francisco Ice.

Listen to real examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.

Target logo

Target pallet order

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 logo

Walgreens ice order

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 logo

Southwest Airlines order

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 call and appointment workflows are configured around your business and connected systems.

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CaptureUnderstand the customer request
QualifyPrepare the right sales handoff
Follow upKeep the next action moving
WHY IT MATTERS

Give your sales team a useful opportunity.

Service fit

Identify the service, location and type of inquiry.

Project context

Capture the project details, timing and urgency.

Next action

Route to booking, an estimate, a callback or your CRM workflow.

HOW IT WORKS

From the first inquiry to the next sales action.

01 / THE NEXT STEP

Answer the sales call.

The AI Phone Agent answers inbound, overflow, after-hours, or campaign-related calls in your brand voice. Lacy.ai determines whether the caller needs an estimate, inspection, appointment, quote, service plan, commercial account support, repeat order, or callback.

02 / THE NEXT STEP

Ask qualification questions.

The AI Phone Agent captures the information your sales team needs before the handoff. The caller can be routed into an appointment workflow, estimate workflow, callback task, commercial account path, sales notification, or CRM update.

03 / THE NEXT STEP

Keep the next action moving.

Lacy.ai can capture lead source, service type, project details, urgency, timeline, appointment interest, call outcome, and follow-up need. Lacy.ai can help update the CRM, notify sales, create tasks, trigger follow-up, send confirmations, and support reporting.

Example workflow. Actions depend on your connected systems and configured business rules.

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EXPLORE THE PLATFORM

See the tools behind every conversation.

Explore six connected views, from call handling to the work that follows.

Call Performance

Track call volume, bookings, lead qualification, and AI phone agent outcomes from one executive performance view.

Platform illustrations with sample data. Explore the live platform in your demo.

Platform illustration
DESIGNED AROUND YOUR BUSINESS

Sales workflows, qualification and implementation

Explore the details that matter to your team.

AI Phone Agents Built for Home Services and B2B Service Sales Workflows.

Most sales teams do not lose revenue because the phone never rings. They lose revenue because the right call was missed, the lead was not qualified, the estimate was not followed up, the appointment was not booked, the CRM was not updated, or the commercial account request sat too long.

How Lacy.ai Automates This Workflow

The AI Phone Agent answers, qualifies, captures, books, follows up, and syncs the opportunity.

The AI Phone Agent answers inbound, overflow, after-hours, or campaign-related calls in your brand voice.

Lacy.ai determines whether the caller needs an estimate, inspection, appointment, quote, service plan, commercial account support, repeat order, or callback.

The AI Phone Agent captures the information your sales team needs before the handoff.

The caller can be routed into an appointment workflow, estimate workflow, callback task, commercial account path, sales notification, or CRM update.

Lacy.ai can capture lead source, service type, project details, urgency, timeline, appointment interest, call outcome, and follow-up need.

Lacy.ai can help update the CRM, notify sales, create tasks, trigger follow-up, send confirmations, and support reporting.

Example workflow. Actions depend on connected systems and configured business rules.

What Is Sales AI Phone Agent Automation?

It is the process of using AI Phone Agents to capture, qualify, route, and follow up on sales opportunities.

Sales AI Phone Agent automation helps service businesses handle the phone conversations that turn interest into pipeline. Lacy.ai can answer inbound sales calls, qualify customer intent, capture project or service details, route urgent opportunities, book appointments, recover missed calls, follow up on open estimates, and update CRM records.

A lead that waits is a lead at risk. A missed call may become a competitor’s booked job. An open estimate without follow-up becomes unfinished revenue.

Instead of relying only on manual callbacks, voicemail, sticky notes, or inconsistent CRM updates, Lacy.ai helps make sales call handling more structured.

Built for Sales Teams in Home Services and B2B Services

Lacy.ai is focused on service businesses where phone calls create revenue.

Lacy.ai can help answer and qualify calls for roofing, HVAC, plumbing, electrical, pest control, garage doors, landscaping, restoration, remodeling, flooring, windows, and other appointment-driven service businesses.

Lacy.ai helps with commercial accounts, delivery requests, recurring orders, dispatch-heavy operations, property management calls, facility service needs, and high-volume business customer communication.

Capture the Sales Details Your Team Needs Before the Handoff

Better sales intake creates better conversion.

Sales teams do not need more vague call notes. They need structured lead context that helps them prioritize, respond, and close. Lacy.ai helps capture who called, what they need, where the job is, how urgent it is, what service category applies, and what next step was requested.

Qualify Sales Calls Before They Reach Your Team

Not every call needs the same handoff.

Some callers are ready to book. Some need an estimate. Some are comparing options. Some are commercial accounts. Some are support calls. Some are outside your service area. Lacy.ai helps qualify and categorize sales calls so your team can focus attention where it matters.

Follow Up on Open Estimates Before Revenue Goes Cold

The estimate is not the finish line.

Many Home Services and B2B Services companies lose revenue after the estimate is sent. Lacy.ai can support outbound follow-up workflows that call customers, ask if they have questions, capture objections, confirm interest, and route next steps back to sales.

Why Sales AI Phone Agents Change the Business

Because revenue does not come from the call. Revenue comes from what happens next.

The lead called. The customer had intent. The estimate was requested. The appointment was possible. The commercial account needed help. The quote needed follow-up. But the next step did not happen fast enough.

A ringing phone is not revenue. A qualified lead, booked appointment, followed-up estimate, repeat order, or commercial account opportunity is where revenue begins. Lacy.ai helps more sales calls reach that point.

Get Started With Lacy.ai

Built like SaaS. Launched with a team behind you.

Lacy.ai is more than an AI answering service for sales teams. It is an AI Phone Agent platform supported by an implementation team that helps configure sales workflows around how your Home Services or B2B Services company actually operates.

Manage Sales Calls, Qualification, Follow-Up, and CRM Sync From One Platform

Lacy.ai gives sales teams the platform to run AI Phone Agents and move calls into action.

Configure voice, sales qualification questions, appointment logic, routing behavior, objections, and brand instructions.

Review summaries, transcripts, recordings, sales outcomes, variables, appointment interest, and follow-up needs.

Trigger CRM updates, appointment requests, callback tasks, estimate follow-up, commercial routing, and sales notifications.

Move lead details, service intent, business name, service address, urgency, appointment interest, and call summaries into records.

Track sales call volume, qualified leads, appointment requests, missed call recovery, estimate follow-up, and conversion signals.

Ready to Turn More Sales Calls Into Qualified Opportunities?

Lacy.ai helps Home Services and B2B Services teams answer more sales calls, qualify more leads, book more appointments, follow up on estimates, support commercial accounts, and move every customer conversation into action.

QUESTIONS, ANSWERED

Frequently asked questions.

What is a sales AI Phone Agent?

A sales AI Phone Agent is an AI voice agent that can answer sales calls, qualify leads, capture customer details, identify next steps, support appointment workflows, route opportunities, and trigger follow-up actions.

How does Lacy.ai help sales teams?

Lacy.ai helps sales teams answer more calls, qualify leads, capture service requests, book appointments, follow up on estimates, sync CRM data, and trigger workflows.

Is Lacy.ai built for Home Services sales teams?

Yes. Lacy.ai is built for Home Services companies such as HVAC, roofing, plumbing, electrical, pest control, garage doors, landscaping, restoration, remodeling, flooring, windows, and other service businesses.

Is Lacy.ai built for B2B Services sales teams?

Yes. Lacy.ai supports B2B Services companies with high call volume, commercial account workflows, recurring customer requests, dispatch-heavy operations, repeat orders, property management calls, and service-based sales conversations.

Can Lacy.ai qualify inbound sales leads?

Yes. Lacy.ai can help qualify inbound sales leads by asking structured questions, capturing service needs, identifying urgency, collecting contact details, and routing the opportunity.

Can Lacy.ai follow up on open estimates?

Yes. Lacy.ai can support outbound follow-up for open estimates, quotes, proposals, and unfinished sales opportunities.

SEE LACY.AI IN ACTION

AI Phone Agents Built for Sales Teams That Cannot Afford to Lose the Next Lead

Sales teams win when they respond quickly, qualify leads well, book appointments, follow up on estimates, support commercial accounts, and keep the CRM clean.

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