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AI receptionist, intake and follow-up

Answer the call.
Book the visit.
Update the CRM.

Grepiv answers inbound, places outbound, and texts on SMS and WhatsApp. It writes the lead, books the appointment, and sends the result to your CRM. You keep your own numbers.

  • Voice and SMS

    One number, both channels

  • Your numbers

    Keep them, or port them in

  • Any CRM

    Webhooks, no lock-in

Inbound · sales line

Your own number

Live

Extracted this call

Caller
Known · last call Mar 2
Matter
Personal injury · new intake
Booking
Tue 10:30 · consultation
Answer
Extract
Deliver
  • Voice
  • SMS
  • Book
  • CRM

One call, end to end

The line rings. Everything else is already moving.

Six things happen between hello and your CRM. Your team does none of them by hand.

  1. 01

    The line rings

    Your team is with a client. The line keeps ringing.

    Grepiv answers on your own number with the same greeting and script every time.

  2. 02

    The CRM speaks first

    A pre-call webhook runs before the agent says hello.

    Last contact, the policy or matter on file, and any open appointment land in the conversation.

  3. 03

    The call does the work

    Intent, matter type, and transfer rules extract while they talk.

    Mid-call tools can check your system or hand the call to a person.

  4. 04

    The thread stays open

    They hang up. The conversation continues on the same number.

    SMS or WhatsApp goes out when your condition matches. IQ Chat holds the thread.

  5. 05

    The desk updates

    A lead lands in Intake, New quotes, or Renewals.

    An appointment books inside working hours. Round-robin picks the assignee.

  6. 06

    Your system already has it

    Nobody re-types the intake notes. The webhook already fired.

    Enrichment in, payload out. Your CRM stays the source of truth.

Product

Voice, messaging, and the desk after.

Three layers buyers actually buy. Each one is live in the product today.

01 Voice

Inbound config

GreetingMetro Ford
VoiceRachel
TransferArmed

Each number is its own agent

You write the script, pick the voice, set a duration cap, and decide what gets extracted from the transcript.

  • Live transfer with an announcement and retries
  • Pre-call webhook pulls CRM context before hello
  • Auto-dial new leads. Skip sources you never call.
See capabilities

02 Messaging

IQ Chat

Can I get a quote before my renewal?
Yes. An adviser can call Tuesday at 10:30.

The conversation does not end at hang-up

AI SMS sits on the same lines. Threads live in IQ Chat before they become a lead. Auto-reply covers nights. Turn AI off on one thread when a person takes over.

  • Account default for numbers without their own config
  • Extract fields and create leads when you enable it
  • A WebRTC widget if they tap instead of dial
See capabilities

03 Operations

Today

  • 10:30Intake consultation
  • 13:00Policy review
  • 15:45Quote follow-up

The desk is already updated

Pipelines, custom fields, working hours, round-robin staff, mid-call tools, and HTTP workflows into any system you run.

  • Pipelines named for how your firm or agency works
  • Book from the dashboard or from a live call
  • Tokenized webhook intake from any site or CRM
See capabilities

Setup

Live in an afternoon.

Connect Twilio, write the agent, turn on texting, then point webhooks at your CRM. Most teams ship inbound first.

  1. 01

    Connect your numbers

    Add Twilio credentials, fetch your inventory, and tag the lines Grepiv should use.

  2. 02

    Write the agent

    Script, greeting, voice, extraction fields, tools, and transfer rules. Per inbound number or outbound config.

  3. 03

    Turn on texting

    Attach an AI SMS config, and WhatsApp if you want it. Optional auto-reply on the same numbers.

  4. 04

    Catch every lead

    Pipelines and forms decide where a person lands. Webhooks and the dashboard both create leads.

  5. 05

    Book and hand off

    Appointments land on the calendar. Webhooks push the outcome to your CRM.

Industries

Built for law firms and insurance agencies.

Intake calls that arrive at all hours, and quote requests that go cold in minutes. For every other business, the same stack is an AI receptionist: it answers, takes the message, books, and puts the caller through.

Law firms

Intake that runs the same at 2am

The agent runs your intake script identically on every call, records the matter type, and hands qualified callers to a fee earner. Everything else is captured for follow-up rather than lost.

Intake snapshot

IntakeConsultationsReferrals

Matter

Personal injury, no conflict

Next step

Tue 10:30 consultation

  • The same intake questions on every call, day or night
  • Matter type and conflict details as structured fields
  • Live transfer with an announcement when a caller qualifies
  • Transcript, summary, and recording on every call

Insurance agencies

Quote requests called back in seconds

A new quote request triggers an outbound call the moment it lands, with the policy already pulled from your system. Renewal lists run without anyone building a call sheet.

  1. 01Auto-dial a new quote request the moment it lands
  2. 02Pre-call webhook pulls the existing policy before hello
  3. 03Exclude the lead sources you must never cold-call
  4. 04Push the outcome into your agency management system

Stack

Your vendors. Our desk.

Twilio for telephony. A live voice catalog for the agent. OpenAI for SMS and extraction. HTTP everywhere else.

  • Twilio

    Calls, SMS, WhatsApp, recordings, and your number inventory.

  • Voices

    Conversational voice agents and the live voice catalog.

  • OpenAI

    SMS replies, prompt help, transcripts, and field extraction.

  • Your CRM

    Pre-call enrichment, post-call workflows, and lead webhooks.

  • WebRTC

    A branded click-to-talk widget in the browser.

  • Cloud storage

    Optional call recordings when you turn them on.

Not shipping yet: Self-serve signup and billing, Password reset, Inventory module.

Get started

Put your script on a real line this week.

Inbound, outbound, SMS, leads, and appointments. One account. Your own numbers. We open it with you.