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AI receptionist for marketing agencies
For agencies where a new lead and an unhappy client call in the same minute.
The strategy team is mid-presentation and the account managers are on client calls. A business owner who found you on search rings the main line. Tactly picks it up.
- TactlyBrightfield Creative Group, I'm the virtual assistant and this call may be recorded. How can I help?
- CallerHi, it's Lorraine from Cascade Outdoor Supply. I need to talk to someone on our account about the spring campaign.
- TactlyOf course, Lorraine. Retail clients are handled by our Accounts team. I'll put you through now.
- Transferred to Accounts
- Call summary emailed to the agency
Can an AI receptionist work for marketing agencies?
Tactly is an AI receptionist for marketing agencies. It answers in your agency's name, explains your services from your notes, asks prospects about their business and goals, and books strategy calls into open times on your calendar. Existing clients can be transferred during hours to up to five named numbers, such as their account manager's team. Every call is emailed as a summary with the transcript, and finished calls can be sent to Zapier.
The problem
Missed calls are missed work.
An agency sells responsiveness. A prospect who cannot reach you on the first call fairly wonders how quickly you will answer once they are paying. Inbound leads from your own ads and content are expensive, and voicemail wastes them.
Client calls matter just as much. A client with a campaign question who cannot reach anyone starts to feel neglected, and that feeling shows up at renewal. Tactly gets clients to the right person, or at least a clear message, every time.
Calls it handles
The calls marketing agencies get every day.
New business inquiries
Tactly asks about the company, current marketing and goals, then books a strategy call with your business development lead.
Clients asking for their team
It transfers the caller to the named number for their account team during hours, using the notes you wrote on who handles whom.
Reporting questions
It cannot see dashboards or campaigns. It records the question and emails it to the account manager to follow up.
Partnership and vendor pitches
Software vendors and freelancers are told how you prefer to be approached and their details are passed along in one message.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for marketing agencies.
- List your clients by industry or team and which named transfer number each belongs to, so calls reach the right account group.
- Write the questions you want every prospect asked, such as monthly budget range, current channels and timeline.
- Connect Tactly to Zapier if you want new inquiries to land in your CRM or a team chat channel as soon as the call ends.
Plans for marketing agencies
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Can Tactly send leads to our CRM?
Yes. Each finished call can go to Zapier or any https webhook, which can create a record in your CRM or post to team chat.
Will it tell a client how their campaign is doing?
No. It cannot see campaign data. It records the question and emails it to the account team to answer.
Can I hear it answer before going live?
Yes. Test calls from your own phone are free, so you can check how it handles both prospects and clients first.
Business services
Related industries
Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.