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AI Call Assistant

Answer More Client Calls

A phone intake workflow that helps with intake, scheduling, and call routing — available as an add-on for any plan at $149/mo.

Call Intake
Scheduling Handoff
Lead Qualification
How It Works

Your AI Receptionist, Three Ways

Call Handling

A phone intake assistant can answer common calls, route inquiries, and capture key details for follow-up.

  • Extended Availability
  • Custom Greeting Scripts
  • Call Routing

Smart Scheduling

Callers can book appointments directly through the AI assistant, synced with your calendar in real time.

  • Calendar Integration
  • Availability Checks
  • Confirmation & Reminders

Lead Capture & Intake

Qualify prospects and collect intake information automatically, so your team only handles pre-qualified leads.

  • Custom Intake Questions
  • Lead Pipeline Tracking
  • Built-in CRM
Add to Any Plan

$149/mo. No contracts.

Add the AI Call Assistant to any Tomas Financial plan. Cancel anytime.

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