westridge.io
04 / 05 · Full Implementation · Tier 3

AI Sales
Agent

Turn your website and phone into an always-on AI sales engine.

$30,000
Fixed price
6 weeks
Delivery timeline
$40K–$80K
Recoverable revenue (typical)
$5,000
Pilot credit applied

Your highest-traffic sales channels — website and phone — are leaking revenue silently. Visitors browse and leave without engaging. Calls go unanswered after 4 PM. The ones who do reach out wait hours for a response while your team answers the same qualifying questions repeatedly. The AI Sales Agent closes every gap: an always-on agent that engages web visitors in real time, answers calls after hours via voice AI, captures every lead over phone and SMS, delivers guided pricing from your catalog, and routes qualified leads directly into your pipeline — automatically.

Claude APILangchainPineconeReactHubSpotN8NTwilioVoice AI
What's included
AI sales agent build

Production Claude API agent with RAG-backed knowledge of your products, services, pricing, FAQs, and competitive positioning. Deployed as an embedded React chat widget on your website.

Lead capture & qualification

Structured lead capture (name, email, company, phone) woven naturally into conversation flow. Qualification logic based on your ICP criteria — budget, timeline, use case, company size — with leads scored and tagged automatically.

Guided quoting engine

Pricing matrix ingested from your catalog. Agent walks prospects through product or service selection and delivers a configured quote in real time. Deterministic pricing engine — no AI-generated numbers, no hallucinated pricing.

Voice & SMS capture layer

AI voice agent answers calls after hours using natural voice conversation. Missed calls during business hours trigger an automatic SMS text-back within 60 seconds. All leads captured, qualified, and routed — regardless of channel.

CRM & booking integration

Qualified leads pushed to 1 CRM platform (HubSpot or Salesforce) with full conversation transcript, lead score, and quote. Calendar booking surfaced contextually when a lead qualifies. One CRM integration included.

Analytics dashboard & QA suite

Conversation volume, lead capture rate, qualification rate, and booking conversion delivered as a weekly automated report. 30-scenario QA suite run before handoff. 30-day support window included.

Typical use cases
  • After-hours voice capture — AI voice agent answers every call outside business hours, collects caller name, interest, and urgency, and writes the transcript to your CRM within 2 minutes of call end
  • Missed call text-back — any unanswered call during business hours triggers an automatic personalized SMS within 60 seconds, keeping the lead warm before a competitor answers
  • Inbound web qualification — website visitor asks about services, agent qualifies against ICP criteria, captures contact info, delivers a ballpark quote, and books a discovery call in a single conversation
  • Product-led quoting — prospect selects from a service catalog, agent applies pricing rules (tiers, volume, bundles), and presents a configured estimate before they ever speak to a rep
  • FAQ deflection for sales teams — agent handles the top 20–30 pre-sale questions across web and phone so reps focus on closing, not answering
Delivery timeline
Week 1
Sales discovery workshop → conversation flow design → pricing matrix ingestion → agent behavior spec approved
Week 2
Knowledge base built (Pinecone) → product corpus ingested → retrieval testing → quoting engine logic coded
Week 3
AI agent core build → Claude integration → lead capture flow → qualification logic → guided quoting wired to pricing engine
Week 4
Voice agent configured (Bland.ai + Twilio) → missed-call SMS workflow live → CRM integration active
Week 5
Web chat widget deployment → 30-scenario QA suite → client acceptance testing → edge case refinement
Week 6
Production go-live → team training session → handoff documentation → 30-day support window begins
Right fit

Service and product businesses with 10–500 employees that receive inbound inquiries via phone, web, or both — and are losing leads to slow response times, after-hours gaps, or manual qualification bottlenecks. Ideal for professional services firms, home services, SaaS companies, and managed service providers where the first response speed determines whether the deal is won or lost.

Not included in this package
  • Binding or contractual quote generation — agent delivers estimates and ballpark pricing only; formal proposals remain a human process
  • Multilingual agent capabilities — English only; additional languages available via change order
  • More than one CRM platform integration — additional CRM integrations available via change order at $3,000 each
Pricing & commercial terms
Fixed price
$30,000 (all-inclusive within defined scope)
Payment
50% on contract signing · 50% on final delivery
Change orders
$225/hour · written approval required before work begins
Retainer (optional)
$2,200/month for agent tuning, CRM maintenance, and optimization post-launch
Pilot credit
$5,000 credited if upgrading from Revenue Guard
Start with a pilot

Not ready to commit to the full package? The Revenue Guard ($8,500) deploys missed-call text-back, AI voice answering, and HubSpot CRM capture in 2 weeks. The full fee credits toward this package.

View Revenue Guard

Stop losing leads
to slow response times.

Book a 30-minute scoping call. We map your inbound channels, confirm the qualification logic, and lock in the fixed price before any commitment.