AI Powered Customer Communication and Workflow Automation

Meet Neo, Your AI Coworker to help you….

>

>

"Stop wasting time on manual tasks. Let Neo handle sales, marketing, customer service, HR and finance tasks so your team can focus on growth."

AI automation dashboard showing workflow overview

What M8RIX Does

One platform for leads, calls, messages, reviews, payments, and automation.

  • Lead Capture and Qualification

    Capture every lead before your competitors do.

    Website enquiry capture

    SMS lead capture

    Social media message capture

    Call based lead capture

    Feature 5

  • AI Phone Agents Inbound

    Let AI answer, qualify, follow up, and log every call.

    Answering missed calls

    Handling after hours enquiries

    Qualifying new leads

    Collecting caller details

    Logging call outcomes to CRM

  • AI Phone Agents Outbound

    Let AI answer, qualify, follow up, and log every call.

    Following up new leads

    Confirming appointments

    Reactivating past customers

    Collecting missing details

    Qualifying sales opportunities

  • Unified Inbox and Messaging

    Every conversation, one command centre.

    Shared team inbox

    Two way SMS

    Social messaging

    AI suggested replies

    Conversation assignment

  • Reviews and Reputation Automation

    Turn happy customers into visible proof.

    Google review requests

    SMS review invitations

    Automated review follow ups

    AI assisted review responses

    Review campaign tracking

  • Automations and Follow Up

    Automate the work your team keeps chasing manually.

    New lead response

    Missed call follow up

    Appointment reminders

    Quote follow ups

    Review requests

  • Payments and Revenue Actions

    Move customers from conversation to payment faster.

    Text to pay links

    Deposit collection

    Payment reminders

    Quote approval follow ups

    CRM and payment history

  • Lead Capture and Qualification

    Capture every lead before your competitors do.

    Website enquiry capture

    SMS lead capture

    Social media message capture

    Call based lead capture

    Feature 5

  • AI Phone Agents Inbound

    Let AI answer, qualify, follow up, and log every call.

    Answering missed calls

    Handling after hours enquiries

    Qualifying new leads

    Collecting caller details

    Logging call outcomes to CRM

  • AI Phone Agents Outbound

    Let AI answer, qualify, follow up, and log every call.

    Following up new leads

    Confirming appointments

    Reactivating past customers

    Collecting missing details

    Qualifying sales opportunities

  • Unified Inbox and Messaging

    Every conversation, one command centre.

    Shared team inbox

    Two way SMS

    Social messaging

    AI suggested replies

    Conversation assignment

  • Reviews and Reputation Automation

    Turn happy customers into visible proof.

    Google review requests

    SMS review invitations

    Automated review follow ups

    AI assisted review responses

    Review campaign tracking

  • Automations and Follow Up

    Automate the work your team keeps chasing manually.

    New lead response

    Missed call follow up

    Appointment reminders

    Quote follow ups

    Review requests

  • Payments and Revenue Actions

    Move customers from conversation to payment faster.

    Text to pay links

    Deposit collection

    Payment reminders

    Quote approval follow ups

    CRM and payment history

  • Lead Capture and Qualification

    Capture every lead before your competitors do.

    Website enquiry capture

    SMS lead capture

    Social media message capture

    Call based lead capture

    Feature 5

  • AI Phone Agents Inbound

    Let AI answer, qualify, follow up, and log every call.

    Answering missed calls

    Handling after hours enquiries

    Qualifying new leads

    Collecting caller details

    Logging call outcomes to CRM

  • AI Phone Agents Outbound

    Let AI answer, qualify, follow up, and log every call.

    Following up new leads

    Confirming appointments

    Reactivating past customers

    Collecting missing details

    Qualifying sales opportunities

  • Unified Inbox and Messaging

    Every conversation, one command centre.

    Shared team inbox

    Two way SMS

    Social messaging

    AI suggested replies

    Conversation assignment

  • Reviews and Reputation Automation

    Turn happy customers into visible proof.

    Google review requests

    SMS review invitations

    Automated review follow ups

    AI assisted review responses

    Review campaign tracking

  • Automations and Follow Up

    Automate the work your team keeps chasing manually.

    New lead response

    Missed call follow up

    Appointment reminders

    Quote follow ups

    Review requests

  • Payments and Revenue Actions

    Move customers from conversation to payment faster.

    Text to pay links

    Deposit collection

    Payment reminders

    Quote approval follow ups

    CRM and payment history

Our Process

From First Enquiry to Repeat Customer, M8RIX Orchestrates the Full Journey

M8RIX gives your business a clear process for capturing leads, answering calls, automating follow ups, converting customers, collecting payments, and building long term relationships.

Capture

01

M8RIX collects enquiries from web chat, website forms, SMS, social media, phone calls, reviews, landing pages, and connected platforms. Each lead enters one centralized system with source tracking and customer context.

Qualify

02

M8RIX uses AI to qualify new enquiries based on your business rules. It can ask follow up questions, collect important details, score lead quality, detect urgency, and route the opportunity to the right team member.

Get Your Free AI Audit

Respond

03

Speed is one of the biggest conversion advantages in local service, appointment based, and high intent industries. M8RIX can send instant replies through SMS, chat, email style messaging, or phone workflows, while giving your team AI suggested responses when human input is needed.

Get Your Free AI Audit

Orchestrate

04

Once a lead or customer enters the system, M8RIX coordinates the next steps across your tools. That may include sending a reminder, booking an appointment, creating a CRM record, requesting payment, assigning a task, or escalating to a team member.

Get Your Free AI Audit

Convert

05

M8RIX helps move customers toward action through booking prompts, AI phone follow ups, quote reminders, payment links, contract or document workflows, and sales team handoffs.

Get Your Free AI Audit

Retain

06

M8RIX does not stop after conversion. It helps businesses request reviews, send post service messages, create reactivation campaigns, identify churn signals, and trigger upsell or cross sell opportunities.

Get Your Free AI Audit

Capture

01

M8RIX collects enquiries from web chat, website forms, SMS, social media, phone calls, reviews, landing pages, and connected platforms. Each lead enters one centralized system with source tracking and customer context.

Qualify

02

Respond

03

Orchestrate

04

Convert

05

Retain

06

Capture

01

M8RIX collects enquiries from web chat, website forms, SMS, social media, phone calls, reviews, landing pages, and connected platforms. Each lead enters one centralized system with source tracking and customer context.

Qualify

02

M8RIX uses AI to qualify new enquiries based on your business rules. It can ask follow up questions, collect important details, score lead quality, detect urgency, and route the opportunity to the right team member.

Respond

03

Speed is one of the biggest conversion advantages in local service, appointment based, and high intent industries. M8RIX can send instant replies through SMS, chat, email style messaging, or phone workflows, while giving your team AI suggested responses when human input is needed.

Orchestrate

04

Once a lead or customer enters the system, M8RIX coordinates the next steps across your tools. That may include sending a reminder, booking an appointment, creating a CRM record, requesting payment, assigning a task, or escalating to a team member.

Convert

05

M8RIX helps move customers toward action through booking prompts, AI phone follow ups, quote reminders, payment links, contract or document workflows, and sales team handoffs.

Retain

06

M8RIX does not stop after conversion. It helps businesses request reviews, send post service messages, create reactivation campaigns, identify churn signals, and trigger upsell or cross sell opportunities.

Industries we serve

Real results for real industries

Get Your Free AI Audit

How a Growing Clinic Reduced Missed Calls and Improved Patient Follow Up with M8RIX

The Challenge

The clinic was receiving enquiries from phone calls, website forms, social messages, and walk in requests. During busy hours, staff could not answer every call or respond quickly to every message. Appointment reminders were manual, review requests were inconsistent, and past patients were not being followed up for rebooking.

Key Problems

Missed calls during peak hours
Slow response to new patient enquiries
Manual appointment reminders
No clear view of patient communication history
Inconsistent review requests
Low rebooking follow up

The M8RIX Solution

M8RIX connected the clinic’s calls, messages, forms, appointment workflows, and review requests into one AI powered communication system.

What Was Implemented

AI Phone Agent for inbound callsWebsite chat for new patient enquiriesUnified inbox for SMS, calls, forms, and social messagesAI assisted replies for common questionsAutomated appointment remindersPost appointment review requestsPatient reactivation campaignsCRM and calendar integration

Results

Fewer missed callsFaster response to patient enquiriesReduced manual reminder workMore consistent appointment confirmationsMore Google reviewsBetter patient rebooking flow

Summary Copy

With M8RIX, the clinic created a more reliable patient communication system. Instead of relying on staff to manually answer every call, send every reminder, and follow up every enquiry, M8RIX helped automate the routine work while keeping the team in control.

How a Growing Clinic Reduced Missed Calls and Improved Patient Follow Up with M8RIX

The Challenge

The clinic was receiving enquiries from phone calls, website forms, social messages, and walk in requests. During busy hours, staff could not answer every call or respond quickly to every message. Appointment reminders were manual, review requests were inconsistent, and past patients were not being followed up for rebooking.

Key Problems

Missed calls during peak hours
Slow response to new patient enquiries
Manual appointment reminders
No clear view of patient communication history
Inconsistent review requests
Low rebooking follow up

The M8RIX Solution

M8RIX connected the clinic’s calls, messages, forms, appointment workflows, and review requests into one AI powered communication system.

What Was Implemented

AI Phone Agent for inbound callsWebsite chat for new patient enquiriesUnified inbox for SMS, calls, forms, and social messagesAI assisted replies for common questionsAutomated appointment remindersPost appointment review requestsPatient reactivation campaignsCRM and calendar integration

Results

Fewer missed callsFaster response to patient enquiriesReduced manual reminder workMore consistent appointment confirmationsMore Google reviewsBetter patient rebooking flow

Summary Copy

With M8RIX, the clinic created a more reliable patient communication system. Instead of relying on staff to manually answer every call, send every reminder, and follow up every enquiry, M8RIX helped automate the routine work while keeping the team in control.

How a Home Service Business Turned Missed Enquiries into Booked Jobs with M8RIX

The Challenge

The business was generating leads from Google, its website, phone calls, SMS, and Facebook messages, but enquiries were spread across too many channels. Some homeowners called after hours and reached voicemail. Others submitted forms but were not followed up quickly enough. Quote follow ups were inconsistent, and payment reminders were handled manually.

Key Problems

Missed after hours calls
Slow quote follow up
Scattered messages across channels
Manual payment chasing
No simple lead tracking system
Inconsistent review collection after completed jobs

The M8RIX Solution

M8RIX became the business’s customer communication and job follow up command centre. Every enquiry was captured, qualified, routed, and followed up through one connected workflow.

What Was Implemented

Inbound AI Phone Agent for missed calls
Outbound AI Phone Agent for quote follow ups
Website form and chat lead capture
Unified inbox for all customer messages
Automated job booking reminders
Text to pay payment links
Post job review request automation
Past customer reactivation campaigns

Results

More calls became trackable leads
Faster quote follow up
More booked jobs from existing enquiries
Less manual admin for the team
Faster payment collection
More reviews after completed services

Summary Copy

M8RIX helped the home service business move from reactive communication to a structured lead conversion system. Every call, message, quote, payment reminder, and review request became part of one connected workflow.

How a Home Service Business Turned Missed Enquiries into Booked Jobs with M8RIX

The Challenge

The business was generating leads from Google, its website, phone calls, SMS, and Facebook messages, but enquiries were spread across too many channels. Some homeowners called after hours and reached voicemail. Others submitted forms but were not followed up quickly enough. Quote follow ups were inconsistent, and payment reminders were handled manually.

Key Problems

Missed after hours calls
Slow quote follow up
Scattered messages across channels
Manual payment chasing
No simple lead tracking system
Inconsistent review collection after completed jobs

The M8RIX Solution

M8RIX became the business’s customer communication and job follow up command centre. Every enquiry was captured, qualified, routed, and followed up through one connected workflow.

What Was Implemented

Inbound AI Phone Agent for missed calls
Outbound AI Phone Agent for quote follow ups
Website form and chat lead capture
Unified inbox for all customer messages
Automated job booking reminders
Text to pay payment links
Post job review request automation
Past customer reactivation campaigns

Results

More calls became trackable leads
Faster quote follow up
More booked jobs from existing enquiries
Less manual admin for the team
Faster payment collection
More reviews after completed services

Summary Copy

M8RIX helped the home service business move from reactive communication to a structured lead conversion system. Every call, message, quote, payment reminder, and review request became part of one connected workflow.

How a Professional Services Firm Improved Lead Response and Client Intake with M8RIX

The Challenge

The firm was receiving high value enquiries through its website, phone calls, referrals, LinkedIn messages, and email style forms. The team was busy with client work, which meant some new enquiries were not answered quickly. Client intake was manual, follow ups were inconsistent, and admin staff spent too much time collecting basic information.

Key Problems

Slow response to new enquiries
Manual client intake process
No clear lead qualification workflow
Scattered communication records
Delayed follow ups
Admin time spent on repetitive questions

The M8RIX Solution

M8RIX gave the firm an AI assisted intake and communication system that captured new enquiries, qualified prospects, scheduled consultations, and routed high priority leads to the right person.

What Was Implemented

AI Acquisition Agent for lead qualification
AI Phone Agent for inbound enquiry calls
Website form automation
SMS follow up sequences
Calendar booking support
Unified inbox for team visibility
CRM logging and client profile creation
Automated consultation reminders

Results

Faster response to high value enquiries
More organized client intake
Less admin work for the team
Better visibility across lead status
More booked consultations
Improved client experience from first contact

Summary Copy

With M8RIX, the firm created a smoother path from first enquiry to booked consultation. AI handled the repetitive intake and follow up work, while the team focused on qualified prospects and higher value client conversations.

How a Professional Services Firm Improved Lead Response and Client Intake with M8RIX

The Challenge

The firm was receiving high value enquiries through its website, phone calls, referrals, LinkedIn messages, and email style forms. The team was busy with client work, which meant some new enquiries were not answered quickly. Client intake was manual, follow ups were inconsistent, and admin staff spent too much time collecting basic information.

Key Problems

Slow response to new enquiries
Manual client intake process
No clear lead qualification workflow
Scattered communication records
Delayed follow ups
Admin time spent on repetitive questions

The M8RIX Solution

M8RIX gave the firm an AI assisted intake and communication system that captured new enquiries, qualified prospects, scheduled consultations, and routed high priority leads to the right person.

What Was Implemented

AI Acquisition Agent for lead qualification
AI Phone Agent for inbound enquiry calls
Website form automation
SMS follow up sequences
Calendar booking support
Unified inbox for team visibility
CRM logging and client profile creation
Automated consultation reminders

Results

Faster response to high value enquiries
More organized client intake
Less admin work for the team
Better visibility across lead status
More booked consultations
Improved client experience from first contact

Summary Copy

With M8RIX, the firm created a smoother path from first enquiry to booked consultation. AI handled the repetitive intake and follow up work, while the team focused on qualified prospects and higher value client conversations.

M8RIX transformed how our operations team thinks about scale. We're processing 3x the volume with the same headcount, and accuracy has never been higher.

Testimonial user profile

Gerry Chan

Gerry Chan

VP of Operations | Inertial

VP of Operations | Inertial

Frequently asked questions

Get the answers you need to move forward

What is M8rix.ai?

m8rix.ai is an AI-powered coworker and business platform built to help companies work smarter. We build intelligent AI systems that integrate into your business — automating workflows, answering questions, and acting as a genuine digital team member, not just a chatb

What is Neo?

Can my company have its own AI coworker?

Who is m8rix built for?

How do I get started with m8rix?

What is M8rix.ai?

m8rix.ai is an AI-powered coworker and business platform built to help companies work smarter. We build intelligent AI systems that integrate into your business — automating workflows, answering questions, and acting as a genuine digital team member, not just a chatb

What is Neo?

Can my company have its own AI coworker?

Who is m8rix built for?

How do I get started with m8rix?