SGI Solutions
Voice + WhatsApp · One Shared Lead Tracker

Answer every call and every message,
in one joined-up system.

A Voice Receptionist and a WhatsApp Assistant working together. Callers get answered, customers get a WhatsApp follow-up, and every contact lands on one lead in one shared tracker, with the full story.

See a call become a chat ↓ Book a free demo call
📞 Answers your phone💬 Answers WhatsApp 24/7📊 One shared lead tracker🔑 Built in your own accounts

Customers don't stick to one channel

They ring, then message. Or message, then ring. If your systems don't talk to each other, they have to start again every time.

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Calls in one place, messages in another

Phone enquiries in your head, WhatsApp in your phone, notes on paper. It's easy for a lead to fall between them.

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Customers repeat themselves

"I rang earlier about my boiler." Nothing is more frustrating than explaining it all again. Here, the assistant already has the call details.

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One lead, one history

A customer who calls and then messages is one lead with one timeline, so you always see the whole conversation.

Watch one customer, two channels, one lead

A customer calls and the assistant answers and books a visit. Then she messages on WhatsApp, and the assistant already knows who she is. This is a demo with a fictional boiler company.

📊 What the owner sees

Example owner view. Calls and WhatsApp chats feed the same lead.

0calls answered
0WhatsApp chats
0leads in your tracker
Shared lead tracker No contact yet
The customer's lead appears here the moment they call.

The demo plays by itself the first time you scroll here. Press "Start over" to play the customer yourself: tap the green suggestion above the keyboard for each thing she says.

How it works

Two assistants, one set of customer details.

You tell us about your business

Services, areas, hours, prices and what you need to know before a job. One set of answers for both channels.

We set up both channels

Your phone number and your WhatsApp Business account, both in your own accounts and both feeding one lead tracker.

They answer, capture and book

Calls are answered and booked. WhatsApp follows up and answers questions, with the details from the call already to hand.

You see one lead

Every call and chat adds to the same lead. You step in only when a customer needs a person.

What you get

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Voice Receptionist

  • Answers your phone, day and night
  • Books the job from your real availability
  • Follows up missed calls
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WhatsApp Assistant

  • Answers common questions 24/7
  • Captures lead details
  • Hands over to you when it matters
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One shared lead tracker

  • Every call and chat on one lead
  • Full history in a single timeline
  • In your own account, so you own your data

Simple, one-off pricing

Voice + WhatsApp
From £3,000 one-off
  • Voice Receptionist: answers calls, books jobs, follows up missed calls
  • WhatsApp Assistant: answers questions 24/7, captures leads, hands over to you
  • One shared lead tracker across calls and WhatsApp
  • Built in your own accounts. You own it, and you can remove our access any time

Prefer to start with one? Voice Receptionist and WhatsApp Assistant are each from £1,500. Want a full enquiry process with forms, calendar booking and daily summaries? See AI Front Desk, from £2,000.

"From" price. After we understand your business, we send a customised quote. Deposit before we build, balance on handover. WhatsApp, voice and AI usage fees are billed separately, only for actual use.

Get My Custom Quote Book a Demo Call

Questions businesses ask

Is this just the two packages bundled together?

They're the same two assistants, set up to share one lead tracker. A customer who calls and then messages is one lead with one history, rather than two separate contacts in two systems.

What if the caller doesn't use WhatsApp?

We agree how follow-ups reach customers who don't use WhatsApp when we set it up, and confirm it in your quote.

Will callers know it's an AI?

If a caller asks, the voice assistant says it's an AI assistant. The WhatsApp assistant introduces itself as your business's assistant.

What if it can't help the customer?

It doesn't guess. It takes a message and flags it for you, and unusual or high-value requests are passed to you. We agree the rules with you when we set it up.

Where does the lead tracker live?

In your own account, so you own your data. We'll tell you exactly which tool in your quote.

What does it cost to run?

Voice, WhatsApp and AI usage fees are billed separately, only for the calls and messages actually handled. We'll explain what to expect when we quote.

What if I need changes later?

New services, prices and wording are covered by our optional Monthly Support, from £100 a month.

Ready to answer every customer, every way?

Book a free 15-minute demo call. We'll show you how calls and WhatsApp would work together for your business.

Book a Free Demo Call