Start with what they need.
Ask a few agreed questions about the project, timing and kind of help required, then help arrange a discovery conversation.
Managed agents / Professional services
While you're focused on client work, new enquiries still deserve attention. Rekode AI helps understand what someone needs, gathers useful context and arranges the next step with your team.
Make room for the right conversations
Help the right enquiries reach the right person with enough context to make the first conversation useful.
Ask a few agreed questions about the project, timing and kind of help required, then help arrange a discovery conversation.
Share approved process information and send existing-client requests to their appropriate contact without exposing private work.
Follow up with eligible prospects after an earlier discussion, finding out whether their needs or timing have changed.
We agree a few useful questions so your team can understand the enquiry before the first call. The agent gathers context and helps arrange the next conversation. Your people retain the judgement on client fit, scope, advice and fees.
Built for the real world
People don’t follow a script. Give your agent the context, connections and boundaries to handle the next question.
Specialist advice and engagement decisions stay with your team. Pass on the brief, requirements and conversation before the first call.
Give prospective clients a familiar way to explain their brief. Languages are chosen and tested for the enquiries you handle.
Fit the agreed enquiry information, discovery calls and follow-up into the tools your team already uses.
Built around your client relationships
Rekode AI builds and manages the supporting conversations, keeping your qualification questions, service information and handoff paths aligned with the work you take on.
Agree qualification questions, service boundaries and the information needed before a call.
Check calendar access, enquiry routing and realistic conversations with your team.
Review the questions people ask and adjust the workflow as your services change.
Before the first client conversation
Have a specific workflow?
Let’s talk it through.
It can gather information and apply clear routing criteria you approve. Judgement about taking on a client, scope and commercial fit remains with your team.
Only the useful ones for the workflow. We design a short, natural conversation and test that it helps your team without making an enquiry feel like an interrogation.
Not by default. We scope information sources and permissions explicitly. General service enquiries do not require access to private project files or other clients' records.
It can share approved service information, including published fee guidance where agreed. Bespoke quotes, engagement decisions and professional advice stay with your qualified people.
Where your calendar setup supports it, we can scope routing by service, availability or another clear rule. Otherwise the agent gathers a request for the team to arrange.