Envision AI Agents are built to act like sales development reps for small and mid-sized businesses. They handle inbound leads, qualify them, and answer questions—then either politely close the conversation or seamlessly pass qualified prospects to a human Sales Executive.

• Envision AI Agents work 24/7. They don’t need holidays, never hand in their notice, and don’t need incentives to cover weekends or night shifts.

• They respond to leads instantly. Your prospects get replies in seconds, so from the very first interaction they associate your brand with speed, efficiency, and professionalism.

• They’re consistently on-brand. Envision AI Agents don’t have off days—they never show up tired, stressed, or in a bad mood. Every response matches the tone of voice they’ve been trained on.

• They scale effortlessly with demand. Whether you’re slammed during peak season or quiet in the new year, you don’t have to scramble to hire or worry about layoffs—your Agent adjusts to volume automatically.

• They’re significantly cheaper than humans. An Envision AI Agent costs less than comparable hourly or salaried staff—and doesn’t need commission, benefits, or PTO—so the savings can be reinvested into your human sales superstars.

If you want to convert more leads without overspending, there’s a very good chance we’re a fit. We’re growing fast, and most of our happiest customers tend to share a few traits:

1. They typically have teams of around 20–100 staff

2. They already have some form of lead generation in place

3. Many use a CRM but aren’t getting full value from it

4. They struggle to handle inbound leads quickly and profitably

1. A new prospect contacts your business through email, web form, SMS, WhatsApp, Facebook Messenger, or your website chat.

2. The Agent reviews the message and replies within seconds, using its training to qualify the lead while answering their questions.

3. Based on the outcome, the Agent either hands the lead off smoothly to your Sales Development team or politely wraps up the conversation.

On top of the advanced training that powers our Agents, we load them with as much knowledge about your business as possible. That means everything from your products and services to the same materials you’d use to train a new hire—we use it all to train your new Agent.

We also crawl and analyze your website, similar to how a search engine would. From there, we extract useful information, identify any gaps that need clarification, and build out a tailored FAQ set to ensure every common question is covered.

By the time your Agent is ready to go live, it doesn’t just understand your business—it often knows it better than you do.

It typically takes about one week to get a new Envision Agent fully up and running. Most of that time is spent deeply learning your business.

We’ll handle any technical setup required—integrating with your CRM and configuring permissions so the Agent can send messages from your email domain, business WhatsApp, Messenger, and other channels.

While the technical setup is in progress, we start training with you. We run simulated conversations together to close any knowledge gaps and fine-tune the Agent’s responses so they match your tone of voice perfectly.

Once we’ve trained it on your data, you get to put the Agent to the test. We actually encourage you to try to break, trick, or confuse it (no one’s succeeded yet!)—and nothing goes live until you’re 100% confident.

As with anything new, it’s important to clearly see the value you’re getting. We tailor KPIs to what matters most to you, so you decide which metrics to track. Some of the standard reporting we provide includes:

A client portal where you can review full conversation histories with timestamps

In-portal analysis of those conversations to surface sentiment, common themes, frequent questions, and objections

A log of all suggested improvements and corrections, giving you ongoing insight into how the system is evolving