AI Voice Agent
Give callers a natural conversation about your services, capture job details and bring the follow-up back to your team.
Explore ai voice agentWin work · Lead Desk
Every inquiry. A clear next reply.
Let Opti organize work-related inquiries and prepare replies in Lead Desk, with the automation level you choose.
14-day free trial. No credit card required to start.
Lead Desk
Less friction. A clearer next step.
Drafts by default
You can review the next answer before it leaves.
Know what needs attention
See the lead, message, proposed reply and handoff.
Your pricing choice
Allow price disclosure only when it fits your business rules.
From start to finish
How lead desk fits your day.
- 01
Connect the sources
Bring supported calls, forms, messages and inbox inquiries together.
- 02
Start with drafts
Review Opti’s proposed reply before anything is sent.
- 03
Choose more automation
Enable instant replies or eligible callbacks only when ready.
Before you start
Your business. Your controls.
Available in both portals. Drafts only is the default; instant replies and AI callbacks require opt-in, ready channels and applicable plan access.
See plans and allowancesGood questions
Know before you start.
How does lead desk fit into my business?
Let Opti organize work-related inquiries and prepare replies in Lead Desk, with the automation level you choose.
What should I check before turning it on?
Available in both portals. Drafts only is the default; instant replies and AI callbacks require opt-in, ready channels and applicable plan access.
Can I try it before choosing a plan?
14-day free trial. No credit card required to start. Choose a plan and enter payment details to continue. No automatic charge.
Keep everything connectedWin work Win work Win work
Works alongside your other tools.
Visual quoting
Turn photos, video or a job description into an editable estimate, then check the scope and pricing before you send it.
Explore visual quotingEstimates & signatures
Build a quote, get it signed and keep booking, rescheduling and customer follow-up close to the project.
Explore estimates & signaturesYour next project starts here.
14-day free trial. No credit card required to start.