Alex - AI Lead Capture Agent

Meet Alex — Your 24/7 AI Lead Concierge

Alex lives on your website, qualifies every visitor, verifies their identity by SMS, and books them straight into your calendar — while you focus on the work that actually pays.

Setup in 5 minutes · Works on any website

Every missed lead is a missed booking

Most small business owners lose leads not because they have a bad product — but because they were busy, on a job, or simply couldn't respond fast enough.

Studies show that a lead contacted within 5 minutes is 21× more likely to convert than one contacted after 30 minutes. The average small business responds in over 2 hours — or not at all.

Alex responds in seconds. Every time.

What Alex handles for you, automatically

1

A visitor starts a chat on your website — day or night

Whether it's 2pm or 2am, Alex is always online and ready to respond instantly.

2

Alex asks smart qualification questions

Budget, timeline, what they're looking for — Alex extracts the signals that matter.

3

Alex captures their name, email, and phone number

Every interaction builds a complete lead profile in your CRM.

4

An OTP is sent via SMS to verify it's a real person

From your dedicated business number — not a shared platform number.

5

Alex books the appointment directly into your Google Calendar

Real-time sync, no double bookings, instant confirmation.

6

A full lead profile is created in your BizOS CRM

Scored, enriched, and tagged — ready for follow-up.

No staff. No delays. No leads falling through the cracks.

Everything Alex comes with

24/7 Availability

Alex never sleeps, never takes a holiday, and never misses a message. Whether it's 2pm Tuesday or 11pm Sunday, every visitor gets an instant, intelligent response.

AI-Powered Lead Qualification

Alex doesn't just collect contact details — it qualifies them. Using configurable questions, Alex extracts budget signals, intent level, service interest, and urgency. You only speak to people worth speaking to.

SMS OTP Identity Verification

Every lead is verified via a one-time passcode sent from your dedicated BizOS phone number — not a shared platform number. This eliminates fake submissions and means every contact in your CRM is a real, verified person.

Google Calendar Booking

Alex syncs with your Google Calendar in real time. It shows available slots, lets the lead choose a time, and confirms the booking — all within the chat. No back-and-forth. No double bookings.

CASL & GDPR Consent Capture

Every conversation includes compliant consent capture. Alex records when consent was given, for what purpose, and stores it in your lead profile — so you're always audit-ready.

Custom Qualification Scripts

Every business is different. You configure the questions Alex asks — so a med spa asking about treatment interest gets different qualifying logic than a real estate agent asking about buyer timeline.

Human-in-the-Loop Approvals

For anything high-stakes — like confirming a significant commitment — Alex can pause and send you an approval request before proceeding. You're always in control.

What business owners say about Alex

"Alex booked 14 appointments in my first week while I was doing on-site consultations. I didn't touch my phone once. It's like having a full-time receptionist who never sleeps."

PK
Priya K.
Med Spa Owner, Calgary

"We used to lose leads on weekends. Now Alex catches everything. Our booking rate went up 40% in the first month."

JT
Jason T.
Real Estate Agent, Vancouver

"Setup took 8 minutes. I just pasted the script into my site and it worked. Couldn't believe it."

MD
Marcus D.
Personal Injury Lawyer, Toronto
< 3s
Avg. response time
11
Bookings per week
94%
Lead verification rate
5 min
Setup time

Alex is live on your site in under 5 minutes

1

Sign up

Create your BizOS account in 30 seconds

2

Copy code

A simple JavaScript snippet

3

Paste into your site

Alex goes live instantly

No developers. No integrations to configure manually. Your dedicated phone number and sending email are auto-provisioned the moment you sign up.

Alex works for businesses like yours

Industry What Alex Does
Real Estate Qualifies buyers/sellers, books property viewings, captures mortgage readiness signals
Med Spas & Clinics Screens treatment interest, books consultations, captures consent
Law Firms Handles client intake, qualifies case type, books initial consultations
Home Services Captures job requests, qualifies location and budget, books site visits
Gyms & Studios Qualifies membership interest, books trial classes, captures fitness goals

Common questions about Alex

Does Alex work on any website?
Yes. Alex installs via a single JavaScript snippet that works on any website — WordPress, Squarespace, Webflow, custom HTML, Shopify, or any CMS.
What number does Alex use to send the OTP?
Each BizOS business gets a dedicated phone number auto-provisioned at signup via Twilio. The OTP comes from your number — not a generic BizOS shared number — so customers recognise the sender.
Can I customise what Alex asks?
Yes. You configure Alex's qualification questions, tone, and logic from your BizOS dashboard. Alex can follow different conversation flows for different services you offer.
What happens after Alex books the appointment?
The booking is confirmed in your Google Calendar, the lead profile is created in your BizOS CRM, and — if you're on Premium — Sarah is notified to begin the sales follow-up sequence.
Is this GDPR and CASL compliant?
Yes. Alex captures consent at the point of conversation, records the timestamp and purpose, and stores it with the lead profile for audit purposes.
What if I want to review something before Alex confirms it?
Alex supports Human-in-the-Loop (HITL) mode. For any action you designate as high-stakes, Alex pauses and sends you an approval notification before proceeding.

Alex captures the lead. Sarah closes it.

Once Alex qualifies and books a lead, Sarah — BizOS's Sales Closer agent — takes over with intelligent follow-up, objection handling, and pipeline progression. The two agents work together automatically so no lead ever goes cold.

Meet Sarah

Ready to Stop Missing Leads?

Add Alex to your website today. Setup in 5 minutes, live 24/7.