For IT services & MSPs
Answer every IT inquiry like your senior engineer would.
Business owners call when something breaks, when they’re growing or when their current provider let them down. Samantha speaks their language and yours, qualifies the opportunity and gets the right engagement started.
Win more managed-services and project work by answering every inquiry like a senior engineer.
The challenge in IT
Your best engineers shouldn’t be your receptionists.
IT service providers win business through trust and expertise, yet new inquiries often land with whoever is free, or go to voicemail while the team is on a site visit.
Technical questions at first contact
Prospects ask about backups, migrations and compliance on the first call. A generic receptionist can’t answer.
Engineers pulled off billable work
Every new inquiry interrupts someone who should be resolving tickets.
Urgent and sales calls get mixed
A frantic “our server is down” call and a calm “we’re evaluating providers” call need very different handling.
Long, multi-stakeholder cycles
Managed-services deals involve owners, office managers and finance. Details get lost between conversations.
Your front door
Samantha triages, qualifies and sells with real technical depth.
Train her on your service catalog, stack, case studies and the way your team explains managed services. She separates urgent support from new business and handles each correctly.
- Explains your services in plain language for owners and technically for IT leads
- Captures environment details such as headcount, locations and current tools
- Routes urgent issues to your on-call process and new business to sales
- Books assessments and sends proposals or project deposits
Use cases
Where Samantha helps in IT
The conversations that matter most to your revenue, handled with the knowledge and care of your best person.
- 01
Managed-services inquiries
Samantha learns the prospect’s environment and pain points, explains your plans and books a network assessment.
- 02
Project and migration requests
Cloud moves, office buildouts and security upgrades are scoped at a high level before your engineer gets involved.
- 03
Emergency intake for non-clients
Businesses in a crisis get a calm, clear next step, and the inquiry goes to the team that can help.
- 04
Hardware and license sales
Existing clients asking about new laptops, licenses or upgrades get a quote and a purchase path.
- 05
Vendor and partner inquiries
Distributors and technology partners are qualified and routed to the right owner.
A day in the life
A day at a growing MSP
Half the team is on-site, the other half is deep in tickets. Here is who answers the phone.
7:50 a.m.
A dental office calls in a panic
Their file server is down. Samantha captures the details and routes it through your emergency path while promising a callback window.
10:30 a.m.
A growing firm shops providers
A 40-person accounting firm is unhappy with their IT. Samantha walks through your plans and books an assessment.
1:00 p.m.
A client needs ten laptops
Samantha confirms specs from your standard builds and sends a quote for approval.
3:20 p.m.
A migration lead gets scoped
A retailer wants to move to the cloud. Samantha gathers locations, systems and timeline for your solutions engineer.
6:40 p.m.
Leads are tracked to the source
Each new opportunity is logged with the campaign or referral partner that sent it.
Outcomes
What changes when every inquiry gets an expert
Engineers stay on billable work
New inquiries are handled without interrupting technical staff.
Prospects feel understood
Technical buyers get real answers on the first call.
Cleaner pipeline
Assessments and projects arrive with environment details already captured.
Urgent issues routed correctly
Emergencies and sales calls each go where they should.
Every channel
Wherever your customers reach out, she’s there.
One expert, one memory of the conversation, on whichever channel suits the customer best.
Voice
Callers reach a warm, natural voice that knows your offer inside out and answers on the first ring, day or night.
Chat
Visitors on your site get real answers in the moment they’re deciding, with a clear next step.
Text
Quick follow-ups, confirmations and answers land where people already are: their messages.
Email
Detailed questions get thorough, well-organised replies, along with checkout links and invoices when it’s time to buy.
Video handoffs
Paying customers meet the right team on a video call with Samantha there to introduce them, so nobody repeats their story.
Trust
You stay in control of every conversation.
Samantha represents your business, so you set the boundaries. These are the commitments behind every conversation she has.
You decide what she knows
Samantha works from the website, documents and guidance you give her. Change them whenever you like.
People step in when it matters
Questions outside her lane, sensitive moments and custom deals are handed to your team with the context already captured.
Every conversation is visible
Review what was said, what happened next and where each lead came from, so you can refine her guidance with confidence.
Built with privacy and security in mind
SME AI is designed with care for the information your customers share. We encourage you to review it against your own requirements.
Honest by design
She’s guided to recommend your offer only where it fits, and to say so plainly when it doesn’t.
FAQ
Information Technology questions, answered.
Can Samantha handle support tickets for existing clients?
She’s focused on front-door conversations: inquiries, sales and routing. She can capture urgent issues and send them to your support process.
How technical can she get?
As technical as the material you train her on. Many MSPs provide service descriptions, standard builds and FAQs for common technical questions.
Can she book network assessments?
Yes. She can book assessments directly into your team’s calendar with notes about the prospect’s environment.
Does she work with referral partners?
Yes. Referral partners get tracked links, and every lead they send is attributed to them.
Can she send quotes?
She can send a checkout link or invoice for standard items and services you’ve set up, and route custom quotes to your team.
Keep your engineers engineering.
Let Samantha answer your next inquiry and book the assessment.