Velo AI System Sheet 01 · Orlando, FL

The Velo
Intake System.

One system. Four workflows. Most AI demos show the happy path. This sheet shows the whole path, including what happens when a call gets weird.

WF-01 Voice Intake

Missed calls become booked jobs.

Call comes in, any hour
→
Velo answers by ring two
→
Gets name, number, and reason
→
Books the appointment
→
You get a text summary
When it breaks Caller rambles or goes off script? Velo takes a clean message and flags your team. No caller ever hits a dead end.
WF-02 Website Chat Intake

Visitors get real answers, not canned replies.

Visitor opens chat
→
Velo answers from your own documents
→
Captures name and need
→
Books or routes to your team
→
Lead lands in your inbox
When it breaks Answer not in your documents? Velo says so and collects contact info. It never guesses.
WF-03 Post-Call Agents

The call stays simple. The smart work happens after.

Call ends
→
Transcript parsed
→
Follow-up text goes out
→
Lead logged where you work: inbox, calendar, or CRM
→
Open questions answered from your knowledge base
When it breaks A hand-off fails? The lead queues and retries until it lands. Nothing drops silently.
WF-04 Follow-Up & Reporting

You see calls answered, leads captured, and jobs booked. Every month.

Reminder goes out
→
Reply tracked
→
Next step chosen
→
Booked or closed out
→
Monthly report in your inbox
When it breaks No reply after two nudges? Velo stops. Your customers never get spammed.

The part the demo never shows

The reliability layer.

AI intake is easy to demo and hard to run. This is what keeps Velo working on week 40, not just day one.

Built in

Human handoff

Every workflow has an exit to a real person. Always.

Built in

Grounded answers

Velo answers from your documents. If it can't back it up, it won't say it.

Weekly

Review loop

The founder reads real transcripts every week and tightens the scripts.

Built in

Failure alerts

If a call fails, an alert fires before your customer complains. Then it gets fixed.

Built for

Dental Salons & Barbershops HVAC & Home Services Law Firms Restaurants

Terms

Flat monthly rate. Month to month.
Cancel anytime.

Setup

You hear it before it goes live

Missed calls become booked jobs. getveloai.co · (407) 773-0043 · gabe@getveloai.co