A Chatbot and Phone Agent That Work Like Your Best Employee
Your website gets visitors at 11 PM. Your phone rings while you're with a customer. In both cases, someone wants an answer — and if they don't get one, they leave. Hiring someone to cover every channel around the clock isn't realistic for a small business. An AI chatbot and phone agent is.
Do It 2 Win by Shepard Solutions, a custom AI and cloud services firm based in Long Beach, CA, builds custom AI chatbots and AI phone agents for small businesses. They answer questions about your business, capture leads, and book appointments — on your website, on the phone, or both — in the voice of your brand, trained on what you actually sell.
What the Service Does
Our custom builds go beyond generic chatbot widgets:
- Answers real questions about your services, pricing approach, hours, and process — trained on your actual business information, not scraped from the web.
- Captures leads by collecting contact details and the context of what the visitor needs, then routing them to you cleanly.
- Books appointments and consultations into your workflow, cutting the back-and-forth out of scheduling.
- Handles phone calls with natural conversation — greeting callers, answering common questions, and taking messages or booking when you're unavailable.
- Knows its limits — when a conversation needs a human, it says so and hands off with the full context attached.
Everything is custom-built around your business. Not a plugin with your logo slapped on it.
How It Works
Step 1 — Discovery call. We learn what your customers ask, what eats your time, and which channels — website, phone, or both — need coverage.
Step 2 — Design. We map the conversations your customers actually have: the questions, the answers, the handoff points. You review and approve the knowledge base it will work from.
Step 3 — Build and test. We build the chatbot, the phone agent, or both — then test them against realistic customer scenarios and tune until they sound like you.
Step 4 — Launch and support. We deploy to your site and phone lines, monitor the early weeks closely, and keep refining based on real conversations.
Who It's For
This service is built for small businesses that get questions they could answer in their sleep — contractors, home services, professional services, clinics, and agencies. If you're repeating the same answers daily, missing calls during busy hours, or losing website visitors who never contact you, a custom AI presence handles the volume so you handle the customers.
Frequently Asked Questions
How is this different from a free chatbot widget?
Generic widgets give generic answers from whatever's on your page. Our builds are trained on a knowledge base we develop with you, designed around your actual conversations, and tested against your real customer scenarios.
Can it really handle phone calls?
Yes. The phone agent holds natural voice conversations — greeting callers, answering questions, booking appointments, and taking detailed messages. Complex or sensitive calls get routed to you.
What happens when it doesn't know the answer?
It says so — honestly — and captures the question so you can answer it. Those gaps feed the next round of tuning, so the system keeps getting smarter.
Will it sound like a robot?
We tune the voice and conversation style to your brand. The goal is clear, helpful, professional communication — and it identifies itself as an AI assistant when asked.
Can I update what it knows?
Yes. When your services, hours, or pricing change, the knowledge base gets updated. We'll walk you through how updates work at launch.
How much does it cost?
Every build is different, so we quote after the discovery call. The call is free and there's no obligation.
Ready to Cover Every Channel, Around the Clock?
Book a free discovery call with Eric Shepard at (562) 564-6630. We'll talk through what your customers ask and whether a custom AI chatbot or phone agent fits.
Outsmart. Outbuild. Outgrow.
Get Your Free AI Opportunity Audit
A free 30-minute call with Eric Shepard where we map where your business is losing customers — missed calls, slow follow-up, cloud waste — and tell you honestly what’s worth fixing.
Do It 2 Win by Shepard Solutions · Monday–Friday, 9:00 AM–6:00 PM PT