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CHAT 6 channels · Sub-30s reply · 24/7

Two-Way SMS
that closes leads while you sleep

Opt-in capture, STOP-keyword suppression, message archives, and templated reminders / celebrations / check-ins. Built for the way coaches actually communicate.

78%
chats handled solo
28s
avg first reply
6
channels covered
W
Website Chat
● Online · AI handling
11:42 PM
AI
Hi! I'm the AI assistant at Hartman & Reid. What kind of case are you reaching out about?
I was rear-ended last week and my neck still hurts.
U
AI
I'm sorry to hear that. Have you seen a doctor yet, and do you have the other driver's insurance info?
Yes, went to urgent care. I have their card.
U
AI
Perfect — that's a strong PI claim. Booked you for Tuesday 9 AM ✓ — text + email coming now.
Booked in 4m 12s Routed to PI partner
Every inbox, one AI

6 channels covered out of the box

🌐 Website widget 💬 SMS 📧 Email f Messenger 📷 Instagram DM 📍 Google Business

SMS is the most-opened channel by an order of magnitude. Email opens at 20–25%. SMS opens at 95%+. For coaching practices, that’s the difference between “client saw the reminder” and “client missed the session.”

What ships pre-built

  • Opt-in capture with explicit TCPA-compliant consent language (not pre-checked)
  • Carrier-required STOP / HELP keyword handling
  • A2P 10DLC registration for US-based practices (we file it free — others charge $150)
  • Message archive with searchable history per contact
  • Template library for reminders, celebrations, check-ins, follow-ups
  • Two-way inbox with reply routing to a single view
  • Pre-written tap-to-send replies for common acknowledgements

Use cases inside the snapshot

The two-way SMS layer powers:

  • Day-before session reminders (“see you tomorrow at 3pm, bring your wins from this week”)
  • Daily / weekly accountability check-ins (see the check-ins feature)
  • Birthday and anniversary touches (warm, brief)
  • Retainer payment-update prompts (gentle, recoverable)
  • Discovery-call confirmations and reminders
  • Cohort kickoff sequences (Slack invite alongside calendar invite)
  • Win celebrations (“nice work hitting that revenue target!”)

What stays off SMS

  • Long-form coaching content (use email or the portal)
  • Anything sensitive (use Voxer or a dedicated 1:1 channel)
  • Anything that needs a paper trail (use email with auto-archive)

Compliance defaults

  • Explicit opt-in checkbox on every form (not pre-checked)
  • Separate opt-in for marketing vs. transactional SMS
  • STOP / HELP / START handling per carrier requirements
  • Message archive retention configurable (defaults to 7 years)
  • No SMS to numbers in the FCC opt-out list

Get the snapshot →

How the AI qualifies

3 steps from "Hi" to booked

Every chat follows the same architecture — your script, your tone, your rules.

1
LAND
Lead arrives on any channel
Website widget, SMS, Messenger, Instagram, GMB chat. All inboxes funnel into one conversation thread tied to the contact record.
2
QUALIFY
Practice-area branching
AI detects intent (PI, DUI, family, immigration) and runs the right script — statute of limitations, prior representation, urgency triage.
3
ROUTE
Book, transfer, or refer
Good fit → book on the right coach's calendar. Urgent → live-transfer with context. Not a fit → polite refer-out and CRM tag.
78%
Chats handled without human
↑ from 0% baseline
5.4min
Avg chat length to book
vs. 4-hour email reply
+62%
Leads qualified weekly
vs. form-fill only
$11K
Monthly pipeline added
at $5K avg case value
Sample dialogues

Three chats the AI handles every week

Real exchanges, real bookings. Same AI, different originator type.

Manual vs. AI

The response-time gap that costs you cases

Manual reply
4 hours
Average time-to-first-reply across email + website forms. By then, the lead has called your competitor.
AI Chatbot
28 seconds
First reply in under 30s, 24/7, on every channel. Lead never has time to bounce.
Stop losing leads to slow replies

Get the AI Chatbot — Live on 6 Channels in 24 Hours

Included in the $997 Coaching Snapshot. Free A2P 10DLC. 10 dedicated config hours. Trained on your originator types.

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