1
Capture interest
Website chat engages visitors; visitor-intent signals flag who's interested; lead capture pulls contact details and reason for inquiry from calls, forms, chat, and campaigns.
Managed AI Agents · All Live 24/7
AI that answers, qualifies, and books — 24/7
Managed AI agents that respond the moment a lead calls, chats, or submits a form — then hand off to your team with full context when a conversation needs a person.
✔Inbound & outbound calls
✔Website chat & digital follow-up
✔Clear human hand-off
✔Built and managed for you
The problem
AI should complete work, not create more work
The gaps between your website, phone, and CRM cost you leads:
Calls go unanswered
Web leads get missed
Visitors leave anonymously
Follow-up is inconsistent
A managed AI agent closes them — respond, qualify, act, record, and hand off to a person when it matters.
One connected process
From first contact to human follow-up
2
Respond immediately
Inbound voice AI answers calls (including after hours); instant chat and form replies land while interest is still active.
3
Qualify & schedule
Asks the questions you define (service, location, timing, budget), applies your criteria, books qualified prospects into your calendar, and routes high-value conversations to the right person.
4
Follow up & nurture
Email and text reminders and confirmations; outbound voice AI calls leads back and confirms appointments; re-engages older leads and past customers.
5
Support customers
Answers routine questions, gathers issue details, creates tickets, and escalates complex or sensitive requests to a person.
6
Record, hand off & improve
Logs details and outcomes to your CRM, transfers context to your team or a 1Source remote employee, and we refine scripts and rules over time.
The agents
Choose the AI that fits — all live
Voice AI
$300/mo
- Inbound & outbound calls
- Lead qualification
- Appointment booking
- Follow-up & re-engagement
All-In AI
$700/mo
- Voice AI + Digital Sales AI
- One managed setup
- Human hand-off built in
Digital Sales AI
$500/mo
- Website engagement
- Contact capture
- Real-time intent qualification
- Digital follow-up
Also included across your setup
Website Chat AI
Immediate answers from your approved information; guides visitors, qualifies, books, and escalates what it isn't set up to answer.
Visitor Intelligence
Surfaces engagement and buying signals so your team prioritizes the right follow-ups.
CRM & Workflow Agent
Logs interactions, updates stages, adds notes and tags, assigns tasks.
Customer Support AI
Handles routine service questions, creates tickets, routes complex cases to a person.
Details like usage, channels, and setup are confirmed on your call, based on your needs.
AI + people
Give each task to the resource that handles it best
AI agents are best for
- Immediate first response
- Repetitive questions
- Structured info collection
- Scheduling, confirmations, reminders
- High-volume follow-up
- Consistent CRM updates
Remote employees are best for
- Judgment and exceptions
- Relationship management
- Complex support
- Negotiation and research
- Account ownership
- Sensitive conversations
Together
An AI agent captures and qualifies an inquiry at 9 p.m.; the next morning a 1Source remote employee reviews the context, continues the conversation, and moves it forward. Fast response and a real person when it matters.
Where businesses use AI agents
Built for fast-moving teams
Sales & lead management
- Respond to new leads
- Qualify and book consultations
- Follow up after estimates
- Re-engage older prospects
Customer service
- Answer FAQs
- Collect order/service details
- Route requests
- Confirm appointments
Home & appointment-based services
- Answer after-hours calls
- Confirm service area
- Book estimates
- Send reminders
Marketing follow-up
- Respond to campaign inquiries
- Follow up after webinars/events
- Route high-intent leads to sales
E-commerce
- Answer product and order questions
- Request reviews
- Send delivery confirmations
Franchise & multi-location
- Consistent response across locations
- Route by territory
- Central reporting where agreed
Managed implementation
We build it, run it, and keep improving it
How we launch
- Discovery
- Workflow mapping
- Knowledge & controls
- Build & connect
- Testing
- Controlled launch
- Ongoing optimization
You stay in control
- You decide what an agent may say, send, schedule, update, or transfer.
- Defined fallbacks for missing info, opt-outs, and questions outside its knowledge.
- Human-review checkpoints and escalation rules.
- Activity logging and regular quality reviews.
Works with your tools: connects with CRM, calendar, phone, messaging, help desk, and e-commerce systems where supported (confirmed during discovery).
Why 1Source BPO
Why 1Source BPO
- Workflow-first design
- One connected journey — inbound, outbound, voice, chat, follow-up, scheduling, CRM
- Human escalation built in
- A remote-staffing option for the human side
- Ongoing optimization after launch
Questions
Frequently asked questions
What is a managed AI agent?
An AI agent set up to complete approved work inside a defined process — we handle design, setup, testing, launch, and ongoing improvement.
Is this just a chatbot?
No. Chat is one channel; it also answers calls, qualifies, books, follows up, and updates your CRM.
Can the AI answer our phone calls?
Yes — inbound and outbound, including after hours, using your approved information and routing.
Can it book appointments?
Yes, when your scheduling system is supported and your booking rules are defined.
Can it update our CRM?
Yes, depending on your system and available connection — confirmed during discovery.
Will it sound natural?
Voice agents hold natural conversations; how it introduces itself and discloses AI use is set with you before launch.
What if the AI doesn't know the answer?
It follows the fallback you approve — clarify, create a task, route, or bring in a person — never guesses.
Does AI replace our employees?
No. It removes repetitive work and speeds response; people own judgment, relationships, and outcomes.
How fast can it go live?
Depends on workflow, channels, and integrations — we give you a launch timeline after discovery.
Are outbound calls compliant?
Outbound programs are set up with consent, calling-hour, and opt-out requirements, and you confirm your consent records before launch.
Start here
Start with one workflow that matters
Show us where calls, leads, follow-up, scheduling, or support are falling behind. We'll map the process, set the right boundaries, and show where AI and people should work together.
See How AI Agents Would Work in Your Business
A few details are enough to start. We'll come back with a recommended setup and a launch timeline.