Your lead gets a reply
Hanna introduces herself as your assistant and answers immediately. She uses the product information you approve, including outside your working hours.
HOW HANNA TAKES THE WORK OFF YOUR HANDS
She handles the texts.
The details reach you.
Hanna answers the questions, collects the information and saves it in HighLevel. When you open the contact, you can see where the conversation stands.
See the system in action01
Your lead texts
Hanna is available 24/7
02
Hanna collects the details
Saved as the conversation unfolds
03
They get their options
Your supported plan comparison
04
You take the next step
Their details and choice on file
Each reply does
a little more for you.
The reply is just the part your client sees. Hanna also updates their details and keeps their plan choice with the conversation.
You can stop asking twice
The state, household and ages go on the contact record. Hanna remembers the answers and updates a correction without starting again.
Your client sees the options
Your quoting service supplies the estimates and comparison link. Hanna sends the supported options so your client can take a look.
Their choice is there for you
When your client replies with a choice, Hanna saves the exact plan. Their details and the conversation are there when you review it.
YOU DECIDE HOW SHE WORKS
She learns
your way of working.
- The product answers you want Hanna to use
- The questions that should come straight to you
- The details you need saved with each contact
- Your follow-up preferences and opt-out controls
- A test conversation you can review before launch
We agree on the products and tasks Hanna will handle, then run test conversations so you can see the replies and check the saved details.
How setup works