Voice Agent
When leads also call. The same rules, the same calendar, on the phone and the website.
See Voice AgentAI agent for inbound leads. Every lead answered. The right ones booked.
Webaroo's Inbound Agent is an AI agent that answers every inbound lead, asks your qualifying questions, books the meeting on your calendar, and logs it all to your CRM.
Ask Roo: Could an AI agent answer every inbound lead and book the right ones?
Web form / Inbox / Qualified / Booked
- Built for
- Freight brokerages and 3PLs, manufacturers and distributors, professional firms, retailers, and brands whose inbound leads wait hours for a reply
- Time to live
- Timeline quoted on a call
- How it is priced
- A fixed fee for a defined scope, quoted on a call, then a monthly Run plan from go-live
- Pairs with
- Voice Agent, Workflow Agent, AI Assessment
Every lead gets a reply. Every reply follows your rules.
The agent replies at any hour, asks your qualifying questions, and books the leads that fit. The hard questions go to your team with the transcript.
Every lead gets a reply
On your site chat, at any hour, with your offers and your wording.
Visitor “Can you set up an account for our two plants before next month?”
Qualified against your rules
Fit, budget, timeline, and the problem they are trying to solve. Your questions, written down with you. Not a generic script.
Visitor “We need trucks out of Dallas every week, starting next month.”
Meetings booked on the right calendar
The agent sends the right person's Calendly link, and the page the lead came from goes with the booking.
Visitor “Can someone walk me through it on Thursday afternoon?”
Logged to your CRM
Contact, transcript, summary, and source on every conversation, in your CRM when it has an API we can connect to. A Slack alert on every lead, so your team sees it the moment it happens.
Visitor “Just send me the details by email for now.”
Guardrails you set
It is instructed never to quote a price, never to name a client you have not approved, and to stay inside its rules. The hard questions go to the call, with the transcript, and the transcript review turns any miss into a rule fix.
Visitor “Can you give me a rough price before I book a call?”
Examples are illustrative
What ships, and what we run.
The agent is the part your leads see. The routing rules, the scorecard, and the transcript review keep it booking the right people.
You get
Delivered by go-live.
- The agent on your site chat, trained on your services and your qualification rules
- Booking through Calendly onto the right person's calendar, with the source page attached to every meeting
- Every conversation logged to your CRM where it has an API we can connect to, plus a Slack alert on each lead
- Routing rules in writing: who the agent talks to, who it books, and who it politely declines
- A scorecard: conversations, qualified leads, meetings booked, and response time
We run
Every month, for as long as it is live.
- Monitoring, and the scorecard
- A transcript review, so wrong answers become rule fixes
- Rule and offer updates when your services, team, or calendar change
- The suppression list, so competitors and job seekers stop reaching your reps
- Visitor asked for a ballpark priceReply was too vague. Corrected: pricing is set on the call, then offer a time.Corrected
- Freight lead, weekly lanes out of DallasQualified on lanes and timing. Booked Thursday 2:30 with the sales lead. Approved.Approved
- Job seeker writing to the sales chatSent to the hiring contact and added to the suppression list. Handoff.Handoff
Live, with a shadow run first.
Step one sets the rules and the connections. In step two your team reads every transcript with booking off, and in step three booking goes on.
Step 1
Rules and connections
We write down your services, your qualifying questions, and the list of things the agent must never say. Calendly, your CRM, and your Slack channel are connected.
Step 2
Shadow run
The agent answers on your site with booking off. Your team reads every transcript daily. Misses turn into rule fixes.
Step 3
Live with booking
Booking turns on. Leads land on your calendar and in your CRM.
How it is priced
A fixed fee for a defined scope, quoted on a call once we know your lead volume and the systems it writes to. After go-live, our support and maintenance team runs it on a monthly Run plan. No hourly billing.
One set of rules, across the whole front door.
A caller and a web lead should get the same answers. Each of these picks up where a conversation stops.
Workflow Agent
When a booked meeting should kick off a quote, a contract, or an onboarding checklist without anyone copying fields.
See Workflow AgentAI Assessment
When you are not sure inbound is the first thing to fix. Ten days, one plan.
See the AI AssessmentOne lead, from first message to meeting.
The same agent, three businesses. Pick one and follow a lead from the first message to the booked meeting.
Visitor
Looking for someone to cover reefer loads out of the Southeast, maybe 20 a week.
Agent
We run reefer out of the Southeast. What are you shipping, and when do the first loads move?
Visitor
Produce. Starting next month.
Agent
Then Marcus is your person. Here is his booking link. Pick any open time, and the invite goes to the email you enter.
Visitor
Booked Tuesday at 9:30.
- NameLuis A., logistics manager
- CompanyProduce shipper, Southeast
- NeedReefer capacity, 20 loads a week
- TimelineFirst loads next month
- MeetingTuesday 9:30 AM, 15 minutes, with Marcus
- CRM recordContact created, lane and volume on the record, source: /services/reefer. Slack alert to the brokerage channel.
01Request
A shipper writes in at 8:40 PM
The reps are gone for the day. The agent answers on the site chat in the brokerage's voice and asks the two questions that matter: what is moving, and when.
02Knowledge
It knows the lanes and the rules
Which lanes the brokerage covers, which rep owns produce, and what it must never promise come from the written rules, not from a guess.
03Action
It books the right rep
The agent sends Marcus's Calendly link. The shipper books Tuesday at 9:30, and the page the shipper came from goes with the booking.
04Handoff
Marcus walks in prepared
The contact is in the CRM with the lane, the volume, and the transcript. Nobody asks the shipper to repeat themselves.
Visitor
We run two food plants and want to open an account for bearings, belts, and motors. Who handles that?
Agent
Our inside sales team does. Which products do you buy most, and when do you want the account set up?
Visitor
Bearings and motors, mostly. Before our shutdown next month.
Agent
Then Dana is your person. Here is her booking link. Pick any open time, and the invite goes to the email you enter.
Visitor
Booked Wednesday at 10.
- NameKen R., maintenance manager
- CompanyFood producer, two plants
- NeedNew account: bearings and motors
- TimelineBefore the shutdown next month
- MeetingWednesday 10:00 AM, 15 minutes, with Dana
- CRM recordContact created, products and plants on the record, source: /accounts/new. Slack alert to the inside sales channel.
01Request
A plant buyer writes in on a Saturday
The inside sales team is off. The agent answers on the site chat in the distributor's voice and asks what the plants buy and when the account needs to be ready.
02Knowledge
It knows the territories and the rules
Which rep owns food plants in that region, what a new account needs, and the rule that pricing stays with the rep come from the distributor's written rules.
03Action
It books the right rep
The agent sends Dana's Calendly link, and the buyer books Wednesday at 10:00. The products, the plants, and the deadline go to the CRM.
04Handoff
Dana starts with the account half-built
The record carries the plants, the products, the shutdown date, and the transcript. The call is about pricing and terms, not the basics.
Visitor
We're a regional insurance agency. Do you do bulk orders for corporate gifts? We need about 300 units with our logo by early December.
Agent
Yes, our corporate team handles that. Which products are you looking at, and do you already have artwork for the logo?
Visitor
The insulated bottles. Artwork is ready.
Agent
Sam runs corporate orders. Here is Sam's booking link. Pick any open time, and the invite goes to the email you enter.
Visitor
Booked tomorrow at 11:30.
- NameAisha M., office manager
- CompanyRegional insurance agency
- Need300 branded bottles, corporate gifts
- TimelineDelivery by early December
- MeetingTomorrow 11:30 AM, 15 minutes, with Sam
- CRM recordContact created, product and quantity on the record, source: /corporate. Slack alert to the corporate sales channel.
01Request
A corporate buyer asks on the product page
The agent recognizes a bulk request, not a consumer question, and asks for the product and the artwork status before anything else.
02Knowledge
It knows what the corporate team sells
Minimum quantities, lead times, and who owns corporate orders come from the retailer's rules. Pricing stays with Sam.
03Action
It books the corporate rep
The agent sends Sam's Calendly link, and the buyer books tomorrow at 11:30. Product, quantity, and deadline go to the CRM.
04Handoff
Sam has the order half-built
The record carries the product, the quantity, the deadline, and the transcript. The call is about the quote, not the basics.
Built for the front door, where leads go cold.
Freight brokerages and 3PLs, manufacturers and distributors, professional firms, retailers, and brands whose inbound leads wait hours for a reply.
Industries
- Logistics and freightEvery quote request answered. Every carrier invoice matched.
- Manufacturing and distributionOrders read, not re-keyed. Invoices matched before you pay.
- Retail and ecommerceEvery question answered before the shopper leaves.
- Professional servicesYour people review the file. The agents build it.
- Consumer brandsLaunch, sell, restock, repeat.
Playbooks
- AI for logistics brokersA quote request lands by email or web form and waits for whichever rep gets to it first.
- AI agent that answers every inbound leadInbound leads arrive at all hours and wait for the next person who checks the inbox.
- Appointment booking agentsThe front desk cannot answer the phone, check people in, and keep the schedule full at the same time, so booking calls go to voicemail and open slots stay open.
Asked before the first lead. Answered in plain words.
If yours is not here, ask it on the 15-minute call.
Webaroo's Inbound Agent is an AI agent that answers every inbound lead on your site chat. It asks your qualifying questions, books qualified leads through Calendly onto your calendar, logs every conversation to your CRM, and sends your team a Slack alert on each lead.
A chatbot deflects questions. The Inbound Agent is built to qualify and book. It follows your rules for fit, budget, and timeline, it books qualified leads through Calendly, and it writes the lead to your CRM with the transcript attached.
It books through Calendly and writes to your CRM when the CRM has an API we can connect to. We confirm the exact systems on a 15-minute call and connect them first.
The agent logs them to your CRM with the transcript and a summary, sends the same Slack alert, and your team decides the next touch. Nobody is pushed into a meeting they did not ask for.
It is instructed never to quote a price, never to name a client you have not approved, and never to answer outside the rules you set. Anything it cannot answer goes to the call, with the transcript, so the person who takes it is prepared. The transcript review catches any miss and turns it into a rule fix.
Yes. A shadow run comes first: the agent replies on your site with booking off, and your team reads every transcript. Booking goes on once your team is happy with what it reads.
A fixed fee for a defined scope, quoted on a call once we know your lead volume and the systems it writes to. After go-live, our support and maintenance team runs it on a monthly Run plan. There is no hourly billing.
Why we don't bill by the hour
Start with the leads that wait. A straight answer first.
The Inbound Agent fits a business whose leads wait hours for a reply.
Book 15 minutes with Connor