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Use case · Consultancies and service firms

Make every new inquiry arrive with useful context

An hiify.ai agent can explain services from approved material, collect project context, book a discovery call, and save a CRM contact. Specialists take over when the conversation needs judgment.

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From first hello to handoff

The whole conversation, made explicit.

Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.

01

Incoming moment

A prospect, client, or partner calls while delivery teams are working or in meetings.

02

What the agent understands

  • The service, project stage, timeline, company, and contact details
  • Offer and process facts in approved sources
  • Which practice area or person should receive the next conversation
03

What it can do

  • Answer approved service questions
  • Book a discovery or callback slot
  • Save a CRM contact and send a configured notification
04

Human handoff

Scope decisions, estimates, commitments, and specialist advice remain with the responsible team.

Operational change

What the team gets after the call

Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.

  1. 01

    A useful discovery brief

    The team receives the project context selected in the intake flow.

    Visible in the workflow
  2. 02

    Separate practice paths

    Different services can branch to different knowledge, calendars, and owners.

    Visible in the workflow
  3. 03

    Connected follow-up

    The agent can book time, save a CRM contact, and notify the chosen team.

    Visible in the workflow
Example flows

Two ways a professional services call can move

These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.

New project inquiry

A prospect calls to ask whether the firm handles a particular kind of work.

  1. 01

    Understand

    The agent explains approved service information and collects project, timing, and company context.

  2. 02

    Act

    It books a discovery call and saves the contact in CRM.

  3. 03

    Hand over

    A specialist handles scope, pricing, and recommendations.

  1. Identify the service
  2. Answer service FAQs
  3. Collect project context
  4. Book discovery
  5. Save CRM contact
Existing client request

A client calls with a question about active work.

  1. 01

    Understand

    The agent identifies the account and captures the request without inventing a project update.

  2. 02

    Act

    It books a callback or records a message for the delivery owner.

  3. 03

    Hand over

    The owner receives the client’s words and conversation context.

  1. Identify the account
  2. Take the message
  3. Book callback
  4. Notify the owner

Inside the product

A workflow your team can inspect.

The real builder can route each practice area through its own knowledge, intake, calendar, CRM, and owner.

hiify.ai · example workflow
hiify.ai builder showing a published front-desk agent with branching knowledge, appointment, and CRM steps
Real hiify.ai product screenshot. Example workspace data is shown.

One buildable path · New project inquiry

  1. AskIdentify the service
  2. KnowledgeAnswer service FAQs
  3. CollectCollect project context
  4. AppointmentBook discovery
  5. CRMSave CRM contact
Supported tools

Connect the step to the system that owns it

A practical starting set for professional services workflows. Connect only the apps your team uses.

  • Cal.comAvailability, booking, changes
  • TopmateAvailability and booking
  • HubSpotCRM contact and call context
  • PipedriveCRM contact capture
  • TwilioPhone numbers and configured SMS
  • GmailConfigured email action

Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.

Browse integrations
Related industries

Same building blocks, different incoming moments

Compare how another team combines intake, knowledge, connected actions, and human handoff.

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Next step

Build a professional services workflow

Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.

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