Role-based agents that carry real work
AI staff handle time-sensitive work inside the same system your team uses, including first response, follow-up, booking, and coordination.
Seven roles, scoped to your process
Select a role to see what wakes it, what it is allowed to do, and where a human signs off.
Lead Concierge
Answers every inbound lead in seconds, qualifies against your criteria, and routes to the right owner.
- New inbound lead
- Form submission
- Missed call
- Reply and qualify
- Enrich record
- Route to owner
Auto-sends first response; escalates anything off-script.
J. Marsden
Hi, is the three-bed on Vine Street still available?
- AI agent
It is. Two similar ones came on this week as well. Want to walk all three Thursday?
That works. Can you send pricing first?
Also, what is the fastest way to get started?
- AI agent
Sent! Your pricing is in your inbox now. Fastest route is a 15-minute call to confirm your criteria. Thursday 10:30 or 2:00 are both open.
Every lead answered, then moved forward.
Leads arrive from every channel at every hour. The sales agent picks each one up in seconds, qualifies it against your criteria, and works toward the next real step: a booked call, not a reply that closes the loop and goes nowhere.
Build My SystemWhere the leads actually go
Most lost deals are not lost on price. They are lost in the gap between a lead arriving and anyone answering it.
| Measure | Without AI staff | With AI staff | Revenue impact | Est. monthly range |
|---|---|---|---|---|
| Inbound calls missed each month | ~62% | Under 3% | Very high | $12k–$28k / mo |
| Chat conversations left unanswered | ~78% | 0% | High | $8k–$18k / mo |
| Hours covered | 8 hrs / day | 24 / 7 | High | $6k–$14k / mo |
| First response time | ~34 min | Under 1 min | Very high | $4k–$10k / mo |
| Reviews responded to | ~11% | ~98% | Medium | $2k–$6k / mo |
| Lead-to-appointment rate | ~23% | ~48% | Very high | $15k–$40k / mo |
Figures above are illustrative examples, not measured results, benchmark data, or a revenue forecast. The “without” column is industry-shaped and the ranges show how to frame impact. Your own numbers will differ.
Build My SystemHiring assistants vs deploying agents
The usual answer to more inbound than the team can answer is another person on the phones. That works, and it costs a salary per shift.
| Measure | Virtual assistants | xCerebro AI Agents |
|---|---|---|
| Coverage | One shift, in one timezone | Every hour, including nights and weekends |
| Ramp time | Weeks of training before they are useful | Configured once, then consistent from the first message |
| Consistency | Varies by person, mood, and day | The same script and the same rules every time |
| Adding capacity | Hire, train, and manage another person | Add another role to the roster |
| Turnover | Rehire and retrain when someone leaves | The configuration stays when people change |
| Judgement calls | A person decides in the moment | Escalates to your team. Agents do not decide these. |
Costs shown for the conventional approach are typical figures, not quotes and not claims about any named vendor. Jarvis CRM is the only offer here with a published price; the rest are quoted by scope. Your own numbers will differ.
Autonomy with boundaries
AI that can send on your behalf needs a clear scope. These four rules apply to every agent.
A role, not a chatbot
Brief each agent like a new hire, with a defined job and a scope of allowed actions.
Explicit triggers
Agents wake on system events you choose. Nothing runs on a vague sense that it might be helpful.
Approval gates
You decide which actions send on their own and which wait for a person. Offers and contracts usually wait.
Full activity log
Every action an agent takes is recorded on the record with what it did and why it fired.
Agents do the volume. People do the deciding.
Automation earns trust by having limits. Every agent runs inside a scope you set, and the work that commits money or reputation stops at a person.
- First response, at any hour
- Qualifying against your criteria
- Follow-up sequences that stop on reply
- Offering times and booking them
- Logging every action on the record
- Chasing missing fields and stalled stages
- Any number that commits the business
- Pricing, offers, and negotiation
- The relationship on a live deal
- Approving anything off-script
- Judgement calls the rules do not cover
- Deciding what the agents are allowed to do
Put an AI staff on your pipeline
We scope each agent's triggers, actions, and approval gates during the build.