Other AI agents are
designed to say yes.
Yours now can say no, kindly.
You write the door policy. Set firm criteria for who is worth a meeting, and your Aijent asks for what it needs inside a normal conversation. The outcome is decided the same way every time. Go, Review, or a warm no.
Start free trialThree outcomes. No grey area.
Every conversation lands in one of three places, and you decided the boundaries.
They meet your criteria
Your Aijent proceeds exactly as it would have anyway: it books the meeting or shares your link.
Borderline, so a human decides
Routed to your team instead of being turned away. This is the safety net, and it is why nothing is lost.
Not a fit, and told so kindly
Declined warmly in the words you wrote, never abruptly. Your Aijent keeps helping with questions, and the full transcript is saved.
A conversation, not an interrogation
The visitor never sees a rule. They have a normal conversation, and your criteria are being answered inside it.
You set the criteria
Numbers, money or categories. Each one gets its own Review and Go thresholds, and you choose whether your Aijent asks for it or only uses it when a visitor volunteers it.
Your Aijent asks, naturally
Your questions are woven into the conversation one at a time, in your Aijent's voice. It never reads as a form, and a visitor is never interrogated.
The answer is the same every time
Your Aijent reads what the visitor actually said, then your rules decide the zone. It is not a judgement call, so the same answers always get the same outcome.
What you can set a rule on
Three kinds of criterion, and you can use as many as you need. Set where Go begins and where Review begins, and everything below that is a warm no.
- Go20 or more
- Review10 to 19
- No-goUnder 10
- Go$50,000 and up
- Review$20,000 to $50,000
- No-goUnder $20,000
- GoNSW, VIC, QLD
- ReviewWA, SA
- No-goOverseas
Examples only. The criteria, the thresholds and the wording are entirely yours.
Nobody gets a door slammed
- Off by default, and switched on per Aijent
- You write the decline message yourself
- Borderline visitors route to a human, never a dead end
- A poor-fit visitor still gets their questions answered
- Your conversion link is never shared once someone is out
- Every decision is recorded against the conversation
Start with Visitor Screening
Every Aijency plan already screens your visitors. You tell your Aijent who to politely screen out in your own words, and it sorts every conversation from then on. SureGate is the next step up, for when you need a firm rule rather than judgement.
How Visitor Screening worksYour calendar is not
a public inbox.
SureGate is available on Growth and above. One flat monthly price, conversations included, no setup fee and no contract.
Start free trial