Skip to main content
IntellivizzSchedule a Call
Intellivizz

Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

Industries

  • Education
  • Golf Course
  • Healthcare
  • Hospitality
  • Private Equity
  • Professional Services
  • Real Estate
  • Recreational

Company

  • About
  • Pricing
  • Contact
  • FAQ
  • Blog
  • Resources
  • Catalog

Get in Touch

  • hello@intellivizz.ai
  • (571) 248-9453

US-Based Support

© Intellivizz® is a registered trademark in the United States. All Rights Reserved.

Sitemap|Terms and Conditions|Privacy Policy|Fair Usage Policy

All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks and brands does not necessarily imply any kind of endorsement and/or association.

Browse AI Automations

Explore our library of pre-built AI workflows for your business.

Filters

Not sure where to start?

Book a free consultation with an AI automation expert.

Book a Free Call

188 automations found

Google/LSA Speed-to-Lead Responder

$199

When a lead comes from Google Ads, Local Service Ads, or organic search, the system responds within 60 seconds via SMS a

StandardSaves 3-5 hours/week

When a lead comes from Google Ads, Local Service Ads, or organic search, the system responds within 60 seconds via SMS and email, dramatically increasing conversion rates.

View details

After-Hours & Weekend Lead Capture

$199

When prospects contact the firm outside business hours, the AI system captures the lead, acknowledges the inquiry, and s

StandardSaves 3-5 hours/week

When prospects contact the firm outside business hours, the AI system captures the lead, acknowledges the inquiry, and schedules for the next available slot. Critical during tax season when 35-45% of inquiries come after hours.

View details

Spam Call Filter + Real Lead Priority

$199

AI identifies spam/robocalls vs real leads, filters junk, and prioritizes genuine prospects for immediate follow-up

StandardSaves 3-5 hours/week

AI identifies spam/robocalls vs real leads, filters junk, and prioritizes genuine prospects for immediate follow-up.

View details

New Client Onboarding Sequence

$199

After a prospect becomes a client, this automated sequence guides them through onboarding: welcome message, engagement l

StandardSaves 3-5 hours/week

After a prospect becomes a client, this automated sequence guides them through onboarding: welcome message, engagement letter e-sign, document checklist, secure upload instructions, team intro, and portal setup.

View details

Multi-Location Call Routing

$499

AI routes calls to the nearest/best location, handles overflow between locations, ensures no call goes unanswered

ComplexSaves 15-25 hours/week

AI routes calls to the nearest/best location, handles overflow between locations, ensures no call goes unanswered.

View details

Engagement Letter E-Sign Automation

$199

Automatically generates and sends customized engagement letters for e-signature after consultation, tracks signing statu

StandardSaves 3-5 hours/week

Automatically generates and sends customized engagement letters for e-signature after consultation, tracks signing status, sends reminders, and triggers onboarding upon completion.

View details

Emergency Call Triage System

$499

AI triages emergency vs routine calls, routes emergencies to on-call staff instantly, captures routine for next-day foll

ComplexSaves 15-25 hours/week

AI triages emergency vs routine calls, routes emergencies to on-call staff instantly, captures routine for next-day follow-up.

View details

Weekend/Holiday AI Answering

$199

Full AI receptionist coverage during weekends and holidays — never miss a lead just because it's Sunday

StandardSaves 3-5 hours/week

Full AI receptionist coverage during weekends and holidays — never miss a lead just because it's Sunday.

View details

Smart Document Collection Tracker

$199

Tracks which documents are received vs

StandardSaves 3-5 hours/week

Tracks which documents are received vs. outstanding, sends automated reminders for missing items, and alerts CPA when file is complete and ready for preparation.

View details

Referral Source Call Attribution

$199

Automatically track which referral sources generate calls, tag contacts by source, and measure ROI on each channel

StandardSaves 3-5 hours/week

Automatically track which referral sources generate calls, tag contacts by source, and measure ROI on each channel.

View details

Pre-Consultation Prep Sequence

$199

Sends preparation materials, intake questionnaire, and reminder sequence before appointments — reducing no-shows and mak

StandardSaves 3-5 hours/week

Sends preparation materials, intake questionnaire, and reminder sequence before appointments — reducing no-shows and making consultations more productive.

View details

Google Ads Click-to-Call Recovery

$199

When a paid Google Ads click-to-call is missed, launch premium recovery — these are your highest-cost leads

StandardSaves 3-5 hours/week

When a paid Google Ads click-to-call is missed, launch premium recovery — these are your highest-cost leads.

View details
123...16