The complete inbound workflow, in simple terms
From the first ring to a finalized opportunity — here's how Anae Technologies keeps every inquiry captured, qualified, and routed to your team.
- STEP 1
A potential client or referral source calls
Inquiries arrive at any hour — from clients, families, attorneys, or referral sources.
- STEP 2
AI answers immediately
No hold music, no missed calls. The AI picks up instantly and starts a natural conversation.
- STEP 3
AI collects relevant information
Caller details and configurable intake information are gathered and recorded.
- STEP 4
The conversation is recorded in the CRM
Every interaction and contact is logged so nothing is lost.
- STEP 5
The system qualifies and categorizes the inquiry
The opportunity is tagged, categorized, and placed into the right pipeline stage.
- STEP 6
Appropriate team members receive notifications
The right staff are alerted instantly with the context they need.
- STEP 7
Automated follow-up occurs through configured channels
SMS, email, and reminders keep the opportunity moving until your team steps in.
- STEP 8
The agency takes over when human involvement is required
Your team handles the final process — the AI assists, you decide.
- STEP 9
The opportunity stays organized inside the CRM
Every opportunity remains tracked, organized, and ready for the next step.
The AI handles the workflow. Your agency makes the decisions.
Anae Technologies automates repetitive inbound communication and workflow tasks. It does not replace the professional judgment or final decision-making of your agency. When human involvement is required, your team takes over — with full context already organized and ready.
Captures every inquiry
No call goes unanswered, day or night.
Organizes automatically
Contacts, conversations, and pipeline stages stay tidy.
Notifies the right people
Your team gets alerted with the context they need.
Ready to see it in action?
Let's walk through the right setup for your agency's volume and workflow.