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ScopeFlow · AI Consultancy Assistant · Live 24/7

Book More Meetings, Fast No Intake Gaps

ScopeFlow welcomes prospects, books meetings, and keeps every intake organized across your web widget and WhatsApp channel (requires your WhatsApp Business account connection).

24/7
Meeting requests
2
Channels
48h
Go-live
0
Extra software
HOW IT WORKS

From inquiry to prepared meeting

A clean flow for consultancies that want less friction before the meeting.

01
Start the Inquiry ⏱ 2 min.

The prospect asks for a meeting in chat.

02
Capture the Notes ⏱ 3 min.

The assistant gathers project details and goals.

03
Match the Slot ⏱ 2 min.

It suggests the best meeting window.

04
Confirm the Booking ⏱ 2 min.

It can book, reschedule, or cancel the meeting.

05
Send Reminders ⏱ 3 min.

It keeps the prospect informed before the meeting.

06
Hand Off Anytime ⏱ 1 min.

A person can take over instantly from the dashboard.

CAPABILITIES

Built for consulting teams

Keep meetings, project notes, and intake details organized.

Meeting Booking

Books meetings and captures intake details.

Project Intake

Collects project notes before the meeting.

Reminder Messages

Sends timely reminders before the meeting.

Lead Matching

Points each request to the right meeting slot.

Schedule Changes

Handles booking, reschedule, and cancel requests.

Human Handoff

If your team is online in the Nextlify dashboard, the AI can hand off the conversation to a live agent instantly.

What You Get

Clear value from day one

A meeting assistant that saves time and helps fill more slots.

What you get

✔︎ Secure shared cloud infrastructure — your data is isolated and never mixed with other tenants
$30/mo value
✔︎ 24/7 AI assistant tailored to your business
$800-$1500/mo staffing value
✔︎ Integration setup for your website chat widget and WhatsApp Business connection
$300 setup value
✔︎ AI tokens included — up to 500 conversations/mo (Starter 100, Growth 250, Scale 500)
~$3.75/mo token cost
✔︎ Automated intake and smart routing
Included
✔︎ Live monitoring and usage alerts
Included
✔︎ Ongoing maintenance and optimization
Included
✔︎ Automated conversation summaries and reporting
Included
Estimated Value $2,160+/mo From $89 / month
Pricing

Choose the right plan

Simple monthly plans and one-time setup options.

Starter

$79 / month

One-time setup: $999

  • Up to 100 conversations per month
  • Up to 5 meetings
  • Web chat widget and WhatsApp Business channel
  • Intake and routing
  • Human handoff in the dashboard
  • Usage alerts before your threshold
  • ×More than 100 conversations per month
  • ×More than 5 meetings
MOST POPULAR

Growth

$149 / month

One-time setup: $1,499

  • Up to 250 conversations per month
  • Up to 15 meetings
  • Web chat widget and WhatsApp Business channel
  • Intake and prep notes
  • Human handoff in the dashboard
  • Usage alerts before your threshold
  • ×More than 15 meetings

Scale

$249 / month

One-time setup: $2,499

  • Up to 500 conversations per month
  • Up to 40 meetings
  • Web chat widget and WhatsApp Business channel
  • Intake and prep notes
  • Human handoff in the dashboard
  • Usage alerts before your threshold
  • ×More than 40 meetings

A conversation means one complete interaction with a user. You will receive alerts before reaching your monthly threshold.

🛡️

Ready from the start

We configure your assistant for your intake flow and handoff process so the first conversations feel polished.

FAQ

Common questions

It helps consultancies book meetings, collect notes, and organize intake.

Yes. It can help book, reschedule, or cancel meetings through chat.

Yes. It can converse naturally in the language your prospects use.

Yes. It can help keep prospects informed with timely messages.

Yes. A human can step in from the Nextlify dashboard whenever needed.

Yes. It keeps meetings and project notes organized before the meeting.

Ready for clearer intake?

See how a consultancy-focused assistant can simplify meeting booking.