Answering Every Website Enquiry Instantly and Turning It Into a CRM Lead
We practise what we sell. Jacky is the autonomous AI agent on the OfficePro Consulting website, running on a Claude based engine and wired straight into OPC Hub, our own CRM. Working on its own, it answers visitor questions, points each person to the right service, qualifies and scores the enquiry, then writes the lead into our CRM with no one touching a keyboard. It works every hour of every day, so an enquiry at 11pm is handled the same way as one at 11am.
Discuss your AI agent project →The challenge: handle every enquiry faster and smarter, without losing the personal touch
We already actioned every website enquiry promptly and accurately. The question was how to do it better. Each enquiry still arrived as a plain contact form with no context, so a person had to read it, work out which service fit, judge how serious it was and then re-key the details into our CRM before follow-up could start.
What we built
Jacky is an autonomous AI agent on the OfficePro Consulting website. Think of it as a knowledgeable first point of contact that never clocks off. A visitor can ask what we do, describe a problem in plain words or pick up a previous enquiry and Jacky answers in seconds in a practical Australian tone, then writes a tidy lead into our CRM on its own.
How it works
Jacky greets each visitor based on who they are, whether a first-time visitor, a returning visitor, a returning lead or an existing client. It answers questions about our services and ties them back to the visitor's actual problem, without overselling. When someone is ready, it gathers their name, email and a short description in conversation, works out whether they are new or already a client and creates the enquiry in OPC Hub with a short AI summary and a lead score attached. Our team is notified straight away. If a question is beyond it, Jacky hands the visitor over to our team on Microsoft Teams and its knowledge of our services stays current on its own, reviewed before any change goes live.
Delivery stages
Project snapshot
Technologies
The results: every enquiry answered, every lead in one place
Jacky is live on the OfficePro Consulting website and is the first thing many visitors talk to.
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