Turn your website into an additional employee that creates quotes, proposals, and bookings automatically, while handling client communication to keep your business running smoothly and your team focused on growth.
Get startedYour website should be more than an online brochure. It should be your hardest-working employee. With Upgrade Website AI Agents, we transform your site into a 24/7 system that captures leads, qualifies prospects, books appointments, and engages visitors automatically.
Every business has different goals and levels of readiness, so our agents are designed to grow with you. Start with one and expand over time. Each Upgrade Website AI Agent adds a new layer of intelligence and automation to your existing workflow.
Whether you’re a solo professional or part of a growing team, our AI agents save time, cut busywork, and help you capture opportunities the moment they arise.
Pre-built, modular automations that activate the moment a visitor engages. No heavy software or complex setup. Choose the agents you need, we connect them to your tools, and your site starts doing the busywork for you.
Upgrade Agents are simple, high-impact tools for small businesses that need more leads, faster follow-ups, and smoother scheduling.
Upgrade Senior Agents offer deeper integrations and AI-powered workflows designed for firms with CRMs, sales teams, or higher lead volumes that need to scale without adding staff.
Speed wins. If you’re not responding within minutes, you’re losing business. Website AI Agents make your website proactive, not passive, so you can:
✅ Respond instantly via email, SMS, or chatbot
✅ Qualify and route leads automatically
✅ Book meetings with real-time calendar sync and reminders
✅ Score leads by priority for faster sales response
✅ Push data into your CRM and track results over time
✅ Save money by automating routine front-end work and freeing your team to focus on growth
Upgrade Website AI Agents help any business that manages leads, scheduling, or client intake directly through their website, including:
✅ Professional services (law firms, consultants, agencies)
✅ Medical, dental, and wellness practices
✅ Real estate, construction, and home services
✅ Trades such as plumbing, HVAC, electrical, and contracting companies
✅ Automotive, marine, and repair shops
✅ Retail, eCommerce, and franchise operations
✅ Education, training, and nonprofit organizations
If your business relies on website inquiries, appointments, or online communication, these agents help you respond faster, convert more leads, and operate around the clock.
Small businesses live and die by speed, responsiveness, and reputation. Our Upgrade Website AI Agents give you the essentials to look bigger, respond faster, and win more customers without adding staff. These plug-and-play automations make your website feel like a 24/7 front desk, instantly replying to inquiries, booking appointments, following up with leads, and capturing reviews.
Each agent handles a specific part of your customer journey so your team can stay focused on growth. If you’re a local shop, solo professional, or small team, Upgrade Website AI Agents deliver the professional polish and round-the-clock responsiveness that help you compete with larger players.
| Automation | What it does | Setup | Monthly | More info |
|---|---|---|---|---|
| Upgrade Lead Capture Agent | Instantly acknowledges inquiries via email or SMS, routes them to the right person, and logs all details directly into your CRM or lead tracker for seamless follow-up and organization. | $500 | $75 | More info |
| Upgrade Lead Intelligence Agent | Scores leads automatically using a smart algorithm that considers factors like budget, urgency, and engagement. Pushes results to your CRM and flags high-priority leads for immediate action. | $1000 | Starting at $199 | More info |
| Upgrade Scheduling Agent | Provides a fully integrated booking form that connects directly to your Google or Outlook calendars, collects intake questions, sends confirmations, and issues reminders to minimize no-shows. | $500–$750 | Starting at $150 | More info |
| Upgrade Chatbot Agent | Professional, natural-language assistant available 24/7 to answer FAQs, capture leads, and route conversations to your CRM or email inbox. | $750 | Starting at $150 | More info |
| Automation | What it does | Setup | Monthly | More info |
|---|---|---|---|---|
| Upgrade Chatbot Senior Agent | Your 24/7 AI assistant that greets visitors, answers FAQs, and guides them to take action. It automatically schedules meetings, captures leads, syncs with your CRM, and can hand off conversations to your team for complex inquiries. Delivers instant, professional engagement that converts website traffic into qualified opportunities. | Starting at $2,500 | Starting at $350 | More info |
A basic contact form just collects information. The Upgrade Lead Capture Agent goes further. It instantly responds to inquiries, sends notifications, and ensures every message is routed and tracked automatically.
The result: faster responses, happier prospects, and more closed business.
✅ Instantly replies to inquiries by email or text
✅ Routes messages to the right team member
✅ Sends branded confirmations so prospects feel valued
✅ Uploads all entries into a spreadsheet or CRM
✅ Works 24/7 so no opportunity is missed
| Service | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Lead Capture Agent | $500 | $75/mo | Setup, support, hosting, and notification management |
*Subscription covers:
• Secure hosting of the contact form
• Ongoing monitoring & support
• Instant email and SMS notifications
• Data capture into spreadsheet or CRM
A staff member earning $20/hour spends about 15 minutes per inquiry reviewing, replying, routing, and logging details.
At 100 inquiries a month, that’s 25 hours of work, or roughly $500/month in labor costs. That’s not counting delays, missed leads, or inconsistent follow-ups.
✅ Replies instantly 24/7
✅ Routes messages automatically
✅ Updates your CRM or spreadsheet in real time
Automation cost: $75/month
Monthly savings: ≈ $425
Annual savings: ≈ $5,000+
You save thousands each year, eliminate errors, and ensure every lead gets a response in seconds, not hours.
Stop letting inquiries sit unanswered. With the Upgrade Lead Capture Agent, your business replies instantly, routes leads correctly, and tracks every inquiry automatically — without lifting a finger.
Your team gets inquiries every day, but which ones are worth chasing first? The Upgrade Lead Intelligence Agent uses a scoring algorithm based on your rules to prioritize leads, so you focus on the opportunities most likely to close.
The result: less wasted time, more conversions, and a smarter sales process.
✅ Prioritizes high-value leads instantly ✅ Custom scoring logic using factors such as budget, urgency, service type, location, and engagement
✅ Scores sync directly to your CRM or spreadsheet
✅ Saves time for sales teams and improves closing rates
✅ Update scoring rules anytime as your business evolves
✅ Automatically alerts the right team members when a hot lead arrives
| Service | Setup Fee | Monthly Subscription* | Inculdes |
|---|---|---|---|
| Upgrade Lead Intelligence Agent | $1000 | Starting at $199/mo | Setup, scoring logic design, CRM integration, monitoring, updates |
*Subscription covers:
• Secure automation engine
• Lead scoring logic management
• CRM or spreadsheet sync and monitoring
• Ongoing support for rule updates
Manually scoring leads takes significant time and attention. A staff member earning $25/hour spends around 30 minutes per lead to:
A staff member earning $25/hour spends around 30 minutes per lead to:
• Review details such as budget, location, urgency, and service type
• Cross-check data or notes in the CRM
• Assign a score or priority label manually
• Notify the right salesperson or department
• Re-focus between tasks, which adds hidden time
At 50 leads per month, that is 25 hours per month, or $625 in labor. Scoring can also vary by person, which means good leads can be missed while weaker ones get priority.
✅ Instantly ranks and prioritizes leads around the clock
✅ Syncs scores directly into your CRM or lead spreadsheet
✅ AAlerts your team immediately when a hot lead arrives
Automation cost: $199/month
Monthly savings: ≈ $425/month
Annual savings: ≈ $5,000+
Stop treating every lead the same. With the Upgrade Lead Intelligence Agent, your sales team knows exactly who to call first, so you close faster and spend less time on low-quality leads.
Your time is valuable. Instead of endless emails to find a slot, let your clients choose directly from your calendar, synced in real time. The Upgrade Scheduling Agent puts your booking process on autopilot.
✅ Syncs with Google and Outlook calendars
✅ Customizable service types, durations, and buffer times
✅ Automated email and SMS reminders to reduce no-shows
✅ Collects intake questions before booking
✅ Works around the clock, even while you sleep
| Service | Setup Fee | Monthly Subscription* | Inculdes |
|---|---|---|---|
| Upgrade Scheduling Agent | $500–750 | $99-$199/mo | Setup, calendar sync, reminders, and ongoing support |
*Subscription covers:
• Secure booking system hosting
• Email and SMS reminder automation
• Ongoing monitoring and support
• Adjustments to services, durations, or reminder flows
Without automation, a staff member earning $20/hour spends about 15 minutes per appointment emailing back and forth to confirm availability, update calendars, and send reminders.
At 100 bookings a month, that’s 25 hours, or roughly $500/month in admin labor. Even with effort, human scheduling still leads to double-bookings and missed appointments.
✅ Clients self-schedule directly from your website
✅ Calendar updates automatically in real time
✅ Email and SMS reminders go out hands-free
Automation cost: $99–$199/month
Monthly savings: ≈ $300–$400
Annual savings: ≈ $4,000+
You save hundreds every month, reduce no-shows, and reclaim your time while giving clients a smoother, more professional booking experience.
Turn your website into a scheduling machine. Clients book appointments directly, your calendars update automatically, and no-shows drop dramatically.
Give visitors instant answers and capture leads even when you are off the clock.
The Upgrade Chatbot Agent provides a friendly, natural-language chat experience that helps customers find what they need, collects contact information, and sends it straight to your inbox or CRM automatically.
✅ Answers your most common FAQs instantly
✅ Captures and emails leads to your team or logs them in Google Sheets or your CRM
✅ Simple, clean widget branded for your website
✅ Works 24/7 with professional, natural-language responses so no inquiries are missed
| Plan | Best For | What You Get | Setup Fee | Monthly Subscription* |
|---|---|---|---|---|
| Upgrade Chatbot Agent | Small businesses needing 24/7 FAQs and lead capture | Chatbot trained on your FAQs that answers basic questions, captures leads, and emails staff automatically | $750 | Starting at $150/mo |
Without a chatbot, every website inquiry must be handled by a real person, even the repetitive ones.
A staff member earning $20/hour spends around 15 minutes per inquiry to:
• Read and respond to customer questions by email or chat
• Provide basic info such as hours, pricing, directions, or services
• Forward complex inquiries to the right person
• Enter contact details into a spreadsheet or CRM
• Re-focus after each interaction, adding hidden time
At 100 inquiries per month, that is 25 hours per month, or about $500 in labor. After-hours visitors are often lost entirely.
✅ AAnswers FAQs instantly around the clock
✅ Captures and emails lead info automatically
✅ Keeps your inbox organized and your team focused
Automation cost: $150/month
Monthly savings: ≈ $400/month
Annual savings: ≈ $4,800+
Turn your website into a 24/7 assistant that instantly answers FAQs and collects leads. Your customers get help right away, and your team stays focused on real business.
Your advanced 24/7 digital assistant goes beyond FAQs. It understands intent, captures detailed lead info, books meetings, and syncs conversations directly into your CRM or marketing automations.
It is your on-site sales assistant that is intelligent, consistent, and always available.
The Upgrade Chatbot Senior Agent delivers personalized interactions powered by dynamic logic, real-time data access, and deep integrations. It helps visitors find what they need, recommends next steps, books calls or demos, and updates your team instantly.
✅ Understands context and intent beyond simple keyword FAQs
✅ Syncs directly with your CRM or automation platform such as HubSpot, Airtable, or Google Sheets
✅ Books appointments in real time with Google or Outlook calendar integration
✅ Provides tailored responses using dynamic data such as pricing, inventory, and services
✅ Delivers conversation summaries and lead analytics to your inbox or dashboard
✅ Branded chat interface with proactive greeting triggers and mobile optimization
✅ 24/7 performance monitoring, retraining, and conversational improvement
✅ Professional, natural-language responses with optional multilingual support
| Package | Best For | What You Get | Setup Fee | Monthly Subscription* |
|---|---|---|---|---|
| Upgrade Chatbot Senior Agent | Established businesses needing intelligent lead qualification, scheduling, and CRM integration | AI chatbot with real-time appointment booking, lead qualification, CRM sync, analytics dashboard, and ongoing optimization | $2,500 | Starting at $249/mo |
*Monthly includes:
• Secure hosting and advanced AI model usage
• Proactive greeting logic and advanced intent recognition
• Calendar, CRM, and automation integrations
• Monthly training updates and conversation review
• Analytics dashboard with KPIs and chat transcripts
Without an advanced chatbot, your team must handle:
• Every inquiry by hand, including scheduling and follow-ups
• Lead qualification, data entry, and status tracking in your CRM
• Reminder emails and rescheduling logistics
• Analytics reporting from multiple tools
A staff member earning $25/hour spending about 40 hours per month on repetitive lead engagement equals $1,000 or more in monthly labor.
✅ Handles FAQs, bookings, and lead qualification instantly
✅ Updates your CRM and notifies staff in real time
✅ Provides detailed chat analytics for strategy decisions
Automation cost: ≈ $249/month
Monthly savings: ≈ $750+
Annual savings: ≈ $9,000+ plus priceless after-hours coverage
Give your website a true AI sales assistant that qualifies, schedules, and engages leads automatically. With the Upgrade Chatbot Senior Agent, every visitor gets a personalized, instant response while your team gains more time for real conversations that close deals.
Contact us today
📞 773-365-9564
📧 sales@upgradetechnology.net