An AI sales agent that picks up the 9pm web chat, the Saturday Instagram DM, the missed call and the email to sales@ in seconds, answers "how much is it?" and "we are talking to someone else" from your own material, offers three real slots from your calendar and writes the one they pick in. Then it follows up until they book, buy or opt out.
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One line of script puts a chat widget on your site, in your colour, with your image and a greeting you wrote. When a visitor asks how much it is, the agent answers from your data points and links to the page on your own site you allowed, then asks for the one thing an inbound lead response needs: a way to reach them. It asks for an email address when the conversation is worth keeping, and that address ties the visit to everything that follows.
The whole thread lands in your inbox with the visitor's story drawn across the top: the pages they read, the questions they asked, the answer they were given. A reply box underneath lets a person take it over at any point, and the agent stands down on that thread until you hand it back.
Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X, each connected with your own app credentials and answered by the same agent, from the same knowledge base, in the same voice. A question about availability on Instagram gets the same answer as the same question on your website, because it is the same agent.
Replies go out inside each platform's own reply window, and every conversation lands in the same inbox as your email and calls. When the person later sends an email or phones, their social account id is already attached to their contact, so the agent reads the DM history before it says a word.
On your own Twilio number the agent answers the phone, hears and speaks in real time, and uses your provider's fastest model so it does not leave silences. It answers what it is asked from your material, offers real open slots and books the one the caller picks, and the recording and transcript land in your inbox against that contact. Answering and dialling are separate switches, so it can pick up without ever placing a call.
Texts run on your own number through Twilio, Telnyx or one of seven other carriers. A text that says "are you open Saturday?" is answered from your hours, and a reply of STOP is honoured on every channel at once.
Connect the mailbox your leads already write to. Gmail and Outlook need an app password; anything else is an SMTP and IMAP host. Mail is sent through your own server, not a shared relay, so the reply comes from your domain and the reputation stays on it. Replies come back over IMAP and are answered from the address they arrived at.
The agent replies once per thread, respects a daily cap per sender, and ignores bounces, out-of-office replies and no-reply addresses, so it never gets into a loop with an autoresponder. Every reply it writes is stored alongside the material it was generated from.
Most businesses that spend money on leads do not have a lead problem. They have a response problem. The enquiry arrives at 9pm, or on a Saturday, or in the middle of a job nobody can walk away from, and by the time a person has a minute to reply the lead has messaged two competitors and had an answer from one of them. Speed to lead decides who wins, and the business that answers in seconds is usually the business that gets the job. An AI sales agent exists to be that business, on every channel, at every hour.
Bold Agent Kit gives you one agent that works your website chat, your social DMs, your phone number and your sales@ mailbox from a single knowledge base. You give it your documents, your prices and hours as data points, your answers to the questions you actually get, and the pages of your own site it may link to. Then you write the instructions: how it should talk, which offer it may make, and the point at which it should stop and fetch you. From that moment on, every inbound lead gets an answer in seconds, on the channel it arrived on, in the words you would have used.
It does not stop at the answer. When the lead says "how much is it?", the agent answers with the price and the page. When they say "we are already talking to someone else", it answers with the reply you wrote for that, once, and makes the offer you told it to make. Then it asks for the booking, and takes it: it is given your real open slots for the week ahead, offers a few, and when the lead picks one it is checked against what was offered, written to your calendar and confirmed in the reply. Not a booking link. The booking.
And if the lead goes quiet, the AI lead follow-up runs without anybody remembering to do it. A person who came back to your pricing page can be followed up after a delay on the channel they last used. A lead who never answered can be put on a short sequence across email, text and a call, which stops the moment they reply, book or opt out on any channel. It is $25 a month for as many agents and as many leads as you have, on your own AI key, your own mailbox and your own number.
The enquiry was genuine and the person wanted to buy. Four things happen between the enquiry and the sale, and each of them is a place the lead goes cold.
Enquiries do not arrive between nine and five. One lands at 9pm, another on a Sunday, another while you are on site. Every hour a new lead sits unanswered is an hour it cools off, and by the time somebody has a minute the person has had a reply from a competitor and booked with them.
"How much is it?" and "we already use someone" are the two questions every lead asks, and a rushed reply from a phone answers neither well. The good answer, the one you would give in person, never makes it into the chat window because the person typing is doing three other things.
A lead who is warm enough to book is sent a link and told to pick a time. Half of them do not. The link is a job for the customer, at the moment the customer is most likely to be distracted, and there is no follow-up when they close the tab.
The website chat, the Instagram DMs, the business mobile and the shared inbox are each watched by a different person, or by nobody. The lead who chatted on Tuesday and phoned on Thursday is asked to explain everything again, and the record of what they were quoted is in nobody's hands.
You build the sales agent once. From then on it answers every channel you connect, on its own, and only fetches you for the conversations you told it to hand over.
A genuine incoming message on any channel it is switched on for is answered from that agent's knowledge base: your documents, your Q&A pairs, your prices and hours, and the pages of your own site it may link to. It only says what you told it to say, and every reply is stored alongside the content it was generated from, so you can read back exactly why it said what it said.
You write the answer to "how much?", "we have a supplier" and "send me some information" once, as Q&A pairs, and the agent uses them every time, on every channel. Your instructions tell it which offer it may make and when, and which questions it should not try to answer, so a request for a custom quote lands in your inbox with the agent standing down.
Connect Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square or HubSpot Meetings and the agent is given the slots that are genuinely free. It offers a few, the lead picks one, the pick is checked against what was offered, and the appointment is written in and confirmed in the reply. It cannot invent a time or double-book you.
Every conversation the agent is having, on every channel, arrives in one inbox: web chat, texts, call transcripts and recordings, email and social DMs, in one list, newest first, each row tagged with the channel it came in on. Filter it to one channel, one number or one agent. A call marked no answer sits next to the completed call that booked an inspection, next to the text confirming Thursday.
Reply in any thread yourself and the agent stands down on that conversation, so it never talks over you. Hand the thread back when you are finished and it picks up where you left it. The lead who needs a custom quote, the one who wants to speak to the owner, the one who asked something outside the material: your instructions name them, and they come to you with the agent quiet on that thread.
Each one answers a problem above, and each one runs without anybody remembering to do it.
An enquiry at 11pm is answered at 11pm, on the channel it arrived on, from your knowledge base. No queue, no working hours, no "we will get back to you".
Price, an existing supplier, "just looking": your answers, given once, in your words, followed by the offer you told it to make.
Real open slots offered, and the one they pick written to your calendar and confirmed in the reply. Not a link. The booking.
The cookie, the email address, the phone number and the social account id become one contact, with one history the agent reads before it writes anything.
Every message, reply, page view, call, booking and sale is recorded against a person, and reported as a funnel per agent and across all agents. This is the part that tells you which channel and which page is earning the appointments.
The funnel counts people rather than messages: how many leads the agent reached, how many replied, how many went on to visit your website, and how many converted, with the total value won and the median time from first contact to the sale. Set a goal with a dollar value, either a page rule or a manual "won", and an inbound agent reports what it earned, not just how many chats it had.
Below the funnel, a channel table shows where each person first made contact and which channel they were on when they converted, so you learn whether the Instagram leads book on Instagram or by phone. A pages table shows what known people read before they bought. One row per person shows their whole history in order, months apart and across channels. And a visit trigger closes the loop: when a known lead returns to a page you named, the agent either tells you or follows up after a delay you set, on the channel they last used.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate person, a separate vendor or a separate tool, and most of them are billed by usage: per conversation, per minute, per seat. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering enquiries at night and at weekends | An answering service, or somebody on call | Included |
| Live chat on your website | A chat vendor, usually priced per conversation | Included |
| Answering the phone when nobody can | A receptionist, or an AI voice platform priced per minute | Included, on your own number |
| Instagram, Messenger and WhatsApp DMs | Checked by hand, or another inbox tool | Included, eleven platforms |
| Handling "how much?" and "we use someone else" | Whoever picks up, from memory, in a hurry | Included, from your Q&A |
| Getting the appointment into the calendar | A booking link, and hoping they use it | Included, the agent books it |
| Following up the lead who went quiet | An SDR or an appointment setter | Included, until they answer or opt out |
| Knowing which channel produced the sale | Attribution most businesses do not have | Included |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every lead, no seat tiers and no per-conversation charge. The only other costs are your AI provider's usage, typically a few dollars a month per agent, and your carrier's for texts and calls, which you would be paying anyway.
The same agent covers all of these. Most accounts run several, one per brand, location or client.
A roofer, a plumber, a cleaner, an electrician. The leads come from the website, Facebook and the business mobile, and they arrive while you are on a ladder. The agent answers with your prices and your hours, offers the next open inspection slots from your calendar, and writes the one they pick into Jobber, Housecall Pro or ServiceTitan.
A business that sells appointments. Most of the enquiries are the same five questions, and every one of them ends in "when can I come in?". The agent answers the five from your Q&A, offers real openings from Acuity, Square, Calendly or Google Calendar, and books the one they choose, on Instagram, WhatsApp, the website or the phone.
An agency running inbound for several clients, or a business with several locations. One agent per client or location, each with its own mailbox, number, widget, calendar and knowledge base, and nothing shared between them. Invite the client into their own agent and they see their leads, their conversations and their funnel, and nothing else.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. Auto-reply is a separate switch per channel, so the agent answers nothing until you switch a channel on, and you can start with one and add the rest later.
Name it, choose a model and paste your API key. Then give it what it needs to answer a lead: your brochure or service list as documents, your prices, hours and lead times as data points, your answers to the questions you actually get as Q&A pairs, and the pages of your own site it may link to. A lead who asks about a service gets your description of it and the link to your page, verbatim.
Write the instructions last: how it should talk, which offer it may make and when, whether it should always ask for the booking, and the exact situations in which it should stop and fetch you. A custom quote, a complaint and "I want to speak to the owner" are the usual three.
Put the chat snippet on your website, connect the social accounts your customers actually use, add the mailbox they write to and the number they call. Each one runs on your own account, so the reply comes from you and the reputation stays yours. An agent can start on one channel and have the others added later.
Then connect the calendar so it can book, and the CRM so it reads who it is talking to, and what they have bought and what is open, before it answers. Bookings, notes and outcomes are written back to that contact.
Switch auto-reply on for the channels you want answered. Calls have separate switches for answering and dialling, so the agent can pick up without ever placing a call. From that moment every genuine incoming message on those channels is answered from the knowledge base, once per thread, inside the daily and hourly caps.
Then watch the inbox. Leads are answered and booked by the agent; the ones your instructions named come to you. If you want the leads who went quiet chased, put them on a list and run a short sequence, which shows its whole plan before it sends and stops the moment they reply, book or opt out.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
No credit card to start. Billed monthly. No add-ons, no seat tiers. Cancel anytime.
No credit card to start. $16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
On the channels you switch it on for, it answers genuine incoming messages from that agent's knowledge base, answers objections with the Q&A pairs you wrote, makes the offer your instructions allow, offers real calendar slots and books the one the lead picks, and sends follow-ups when a trigger fires. It replies once per thread, respects a daily cap per sender and hourly caps per channel, and ignores bounces, out-of-office replies and no-reply addresses. It only says what you told it to say: every reply is generated from your material and stored alongside the content it came from, so you can read back exactly what a lead was told and why.
In seconds, at any hour, on the channel the lead used. A web chat is answered while the visitor is still on the page. A DM is answered inside the platform's reply window. A call on your Twilio number is picked up and spoken to in real time, using your provider's fastest model so there are no silences. An email to sales@ is read over IMAP and answered from the same address. There is no queue and no working hours, because the agent is not waiting for a person to be free. That is the whole point of speed to lead: the enquiry at 9pm gets its answer at 9pm, before the person has messaged anyone else.
It books. Connect one of eight calendars, including Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square and HubSpot Meetings, and the agent is given your real open slots for the week ahead. It offers a few of them in the conversation, and when the lead picks one, that choice is checked against the slots that were offered, written to your calendar and confirmed in the reply. It cannot book a time that was not free, it cannot invent a time, and it cannot cancel an appointment it was not shown. The booking, and any notes, are recorded against that contact and written back to a connected CRM.
From the answers you wrote. The knowledge base takes Q&A pairs, which are your own replies to the questions and objections you actually hear, and data points for prices, hours and lead times. When a lead raises the objection, the agent answers with your material, in your tone, and then does what your instructions say next: makes the offer you allowed, or asks for the booking. It does not improvise a discount or promise a turnaround you did not give it. If a lead asks something the material does not cover, or asks for something your instructions reserve for a person, such as a custom quote, the thread comes to your inbox with the agent standing down.
Fifteen. Email, from as many mailboxes as you connect. Text messages on your own number through Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird or ClickSend. Phone calls on Twilio, with separate switches for answering and dialling. Website chat from a one-line widget in your colour. And eleven DM platforms: Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X, each connected with your own app credentials. It is the same agent on all of them, with the same knowledge base and the same instructions, and every conversation lands in the same inbox. You can start with one channel and add the others later.
Every handle seen for a contact is attached to one record: the browser cookie from the chat widget, the email address it asked for, the phone number that called, the social account id that sent the DM. When a new handle turns out to belong to an existing contact, the two records are merged and the history moves across. That record is what the agent reads before it replies, so the lead who chatted on Tuesday and phoned on Thursday is not asked to explain themselves again and is not pitched twice. It is also what the journey view shows: every message, visit, call and booking for that person, in order.
Yes, at any point. Every conversation the agent is having arrives in one inbox, newest first, tagged with the channel it came in on. Reply in any thread yourself and the agent stands down on that conversation, so it never talks over you. Hand the thread back when you are done and it picks up where you left it. Your instructions can also name the conversations that should come to you without the agent answering at all: a complaint, a request for a custom quote, a lead who asks for the owner by name. Those land in the inbox with the agent quiet on that thread until you say otherwise.
The plan is $25 a month or $200 a year for the whole account, with a 14-day free trial. That includes unlimited agents, unlimited contacts and every channel, with no per-seat, per-agent, per-conversation or per-minute charge. The AI runs on your own key with one of sixteen providers, so your model provider bills you directly at cost, usually a few dollars a month for a busy agent on a small model, and we add no markup and sell no credits. Texts and calls run on your own carrier account, at your carrier's rates, which you would be paying anyway. A busy month costs no more than a quiet one.
One subscription, unlimited agents. Most accounts run several, one per job.
Build one agent, put the widget on your site or connect one DM platform, and see how it answers the enquiries that come in while you are asleep. It offers real slots, books the one they pick, and the whole thread is in your inbox in the morning.
14-day free trial · No credit card · Cancel anytime