02
AI Customer Support / RAG Helpdesk
Answers grounded in business information.
- Answer questions from your own documents
- Use policies, FAQs, manuals and pricing as context
- Escalate to a person when a question needs one
AI Receptionist & Lead Intake
Initial enquiries, lead information and routing.
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Service 01
What this service does
The AI Receptionist handles the first conversation with a prospect or customer. It gathers the details your business needs, captures them as lead information and routes each enquiry to the right person or workflow.
Part of:CommunicationCRM & Lead Automation
Key capabilities
- Respond to initial enquiries
- Capture lead information
- Route enquiries to the right person or workflow
- Hand over to a person when required
How it works
Every service follows the same pattern: understanding, decision, action — with a person stepping in when required.
- Step 1
Understand
The enquiry is read and its intent identified.
- Step 2
Capture
Contact and enquiry details are collected in a structured form.
- Step 3
Route
The lead moves on to your CRM, a notification or a team member.
Configured around your business
This service starts from a reusable template. It is then fitted to your business information, brand identity, communication style, systems and human escalation rules — so it feels specific to you while running on the same uFirst.Ai foundation.
Works well with
Services that share a category with this one and are designed to work alongside it.
03
Social Media DM & Comment Agent
Questions, opportunities and escalation.
- Respond to questions in direct messages and comments
- Recognise opportunities in social conversations
- Escalate to your team where a person should step in
04
AI Email Management
Classify, draft and follow up appropriately.
- Classify incoming email
- Draft replies suited to the message
- Prepare appropriate follow-ups