For marketing, SEO, design and branding agencies
An AI receptionist that turns agency enquiries into qualified discovery calls
Clientager answers your website, phone, email and WhatsApp, finds out what each prospect needs and what they can invest, books discovery calls and gets client questions to the right account manager.
Hear it now: call our AI on +1 209-209-4303
Ready for your review in 24–48 hours
Customer: Hi, we run three dental practices and want to show up better on Google. Do you do local SEO?
Clientager: Hi, I'm the agency's AI assistant. Yes, local SEO for multi-location businesses is one of our core services. Are you mainly looking at Google Maps rankings, your website, or both?
Customer: Both really. Our website is old too.
Clientager: Thanks. Our local SEO retainers start at the monthly minimum the team has set, and website work is quoted separately. Is that in line with what you were planning to invest?
Customer: Yes, that's about what we expected.
Clientager: Great. The next step is a 30-minute discovery call with one of our SEO strategists. They'll look at your current listings beforehand. Wednesday at 9 am or Thursday at 1 pm?
Customer: Thursday at 1. I'm Sam, sam@example.com.
Clientager: Booked for Thursday at 1 pm, Sam. You'll get an invite by email. Could you send your website address here so the strategist can prepare?
What Clientager did
- Discovery call booked: Thu 13:00 with SEO strategist
- Lead qualified: 3 locations, local SEO + website, budget confirmed
- Lead and notes added to CRM
Quick answer
What can an AI receptionist do for a marketing agency?
An AI receptionist for a marketing agency answers new enquiries instantly, asks about services needed, goals, budget and timeline, and books discovery calls with the right strategist when the fit is good. Clientager also follows up on proposals for prospects who reached out, logs everything in a built-in CRM and routes existing clients' questions to their account manager, while strategy and pricing stay with your team.
Illustrative example
Customer message
Can you redesign our website and logo?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for marketing & digital agencies
- Answer every new enquiry
- Qualify services and budget
- Book discovery calls
- Share case studies and process
Live availability
Booked · reminder scheduled
What gets missed today
Too many "just looking" calls
A strategist spends an hour on a discovery call with a business that wanted a quote for a logo or has no budget for an ongoing retainer.
Leads cool while the team delivers
Enquiries arrive during client meetings and campaign launches. A reply the next day is often too late, because the prospect contacted several agencies at once.
Proposals sent, then silence
You spend hours on a tailored proposal and it disappears into an inbox. Following up by hand slips down the list when client work is busy.
Status questions interrupt account managers
"When will the report be ready?" and "Who do I send the new photos to?" arrive by phone and WhatsApp all day, pulling account managers away from the work itself.
What Clientager can handle for you
- Answer every new enquiry
- Qualify services and budget
- Book discovery calls
- Share case studies and process
- Follow up on proposals
- Route clients to account managers
- Answer routine client questions
- Send secure payment links
Enquiries it handles every day
- “How much do you charge for SEO each month?”
- “Can you redesign our website and logo?”
- “Do you have examples of work in our industry?”
- “When will this month's report be ready?”
- “Who do I send the new product photos to?”
- “Can we pause the ads campaign for two weeks?”
How it works
- 01
Tell us how you win and run clients
Share your services, minimum retainers or project sizes, ideal clients, qualifying questions, account manager assignments and what should always reach a person.
- 02
We build and test your agent
Clientager's team configures qualification and routing, loads your case studies and process, connects calendars and channels, and tests realistic leads and client messages.
- 03
You review and approve
Your setup is ready for review within 24–48 hours. You refine how budget is discussed, check the tone matches your brand and approve routing before launch.
- 04
Prospects and clients get quick replies
The agent introduces itself as the agency's AI assistant, qualifies new enquiries, books discovery calls and answers routine client questions you've approved.
- 05
Strategists and account managers focus
Discovery calls start with a brief in the CRM. Client requests reach the right account manager with a summary, and anything sensitive goes to a person.
Qualified leads before anyone opens a calendar
Every agency knows what a good-fit client looks like: the right services, a realistic budget, clear goals and someone who can sign off. Clientager asks about these in the tone you choose, explains your minimum engagement politely, and shares relevant case studies or your process page while the prospect is still interested. Enquiries for services you don't offer, or far below your minimum, get a helpful reply you approve rather than a meeting.
Good fits are offered discovery call slots with the right person, such as an SEO lead, a paid media specialist or a creative director, based on the service they asked about. The booking arrives in the built-in CRM with a short brief: business, locations, goals, current marketing, budget range and links shared. Your strategist can prepare in advance instead of spending the first fifteen minutes on basics.
Proposal follow-up that happens every time
Proposals go quiet for ordinary reasons: the decision maker is travelling, the prospect is comparing quotes, or there is a question nobody asked. Clientager follows up on proposals for prospects who contacted you, at intervals you set, and answers the common questions you have approved, such as contract length, what is included, reporting frequency and how onboarding works.
When a prospect wants to negotiate scope or price, or raises a concern that needs judgment, the agent passes it to the person who wrote the proposal with a summary. It never commits to pricing or deliverables on its own. Once a client signs, it can send a secure payment link for the first invoice or setup fee, and never asks for card numbers in a message or call.
Client questions routed to the right account manager
Existing clients message the agency number, the general inbox or WhatsApp about reports, approvals, assets and campaign changes. Clientager recognizes the client, answers routine questions you've documented, like when monthly reports are sent or how to share brand assets, and logs everything else for the assigned account manager with a clear summary.
Requests that affect scope or spend, such as pausing campaigns, changing budgets or adding services, are always passed to the account manager to confirm, not actioned by the agent. Complaints and sensitive conversations go to a person straight away. Account managers spend less time on interruptions, and clients feel heard even when their contact is in a workshop.
Frequently asked questions
Can the AI qualify leads by budget?
Yes. You choose how it raises budget, for example by sharing your typical retainer range and asking whether that fits. Prospects who are far below your minimum can receive a polite reply or a referral you approve, instead of a discovery call.
Will it sound like our agency?
During setup, our team configures the agent's tone and wording to match your brand voice, whether formal or relaxed. You review sample conversations and adjust anything before it goes live. It always introduces itself as the agency's AI assistant.
Can it follow up on proposals automatically?
It can follow up with prospects who started a conversation with you, at intervals you choose, and answer approved questions about the proposal. Negotiations, scope changes and pricing decisions are passed to the person responsible for the deal.
How does it handle existing clients?
It recognizes clients by their contact details, answers routine questions you have documented and routes everything else to the assigned account manager. Requests that affect budgets, campaigns or scope are always confirmed by a person.
Does it work on WhatsApp and email as well as the website?
Yes. Clientager can answer on phone, WhatsApp, website chat, email and SMS. SMS is available in the US and Canada. All conversations land in the same CRM, so you can see the full history with each prospect or client.
How long does it take to set up?
Share your services, qualifying questions, calendars and account manager assignments. Clientager's team configures and tests the agent, and it is typically ready for your review within 24–48 hours. It only goes live after you approve it.
Capabilities
Related industries
Use cases
Want this for your business?
Try it free for 7 days, no card needed: AI website chat, WhatsApp and email, trained on your own website. AI phone calls come with paid plans.