// Getting Started
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How do I get started with IntelAgent Technology?
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Getting started is simple. Call or text us at
+1 (775) 312-9923, or submit a request below. Our onboarding team will schedule a consultation call to understand your business goals, configure your AI agent, load your lead list, and have your system live — typically within 3–5 business days of setup completion.
💡 Tip: Call us now and our AI receptionist can walk you through the onboarding process and schedule your kickoff call instantly — no wait, no hold music.
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How long does it take to go live?
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Most clients are fully live within 3–5 business days of completing onboarding. This includes configuring your AI agent's voice and scripts, loading your lead list, setting up your CRM integrations, and testing all workflows. Rush deployments are available — contact us to discuss.
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What does onboarding cost and what's included?
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Our standard package is $999 one-time setup + $149/month. This includes: 1 fully operational AI agent, up to 10,000 leads loaded and ready, hosting in your own environment, AI calling + email + appointment scheduling, and dedicated onboarding support. There are no hidden fees — everything you need to launch is included.
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Do I need any technical skills or software to use this?
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No technical expertise required. We handle the entire setup, configuration, and hosting. You'll get a simple dashboard to monitor activity and results. Our team manages the technical infrastructure — you focus on closing the deals your AI agent generates.
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What industries and business types do you support?
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We serve a wide range of industries including Real Estate, Insurance, Mortgage & Lending, Solar & Energy, Healthcare, Legal Services, Financial Services, Home Services, Automotive, E-Commerce, Cannabis/Hemp, Consulting, and more. If your business needs to generate leads, follow up, or set appointments — IntelAgent can help.
// AI Agents
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How does the AI phone calling work?
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Your AI agent dials leads from your list, holds natural two-way voice conversations, handles common objections, qualifies prospects based on your criteria, and books appointments directly to your calendar — all without a human on the line. Calls are logged, recorded, and summarized in your dashboard.
💡 See it live: Call
+1 (775) 312-9923 right now and experience our AI receptionist firsthand.
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Can the AI agent be customized with my scripts and brand voice?
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Absolutely. During onboarding, we configure your AI agent's name, voice style, intro scripts, objection-handling responses, qualification questions, and call-to-action flows. Your agent can be set up to match your brand's tone exactly — professional, friendly, consultative, or assertive.
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How does the email automation work?
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Your AI agent sends personalized follow-up email sequences to leads based on their engagement status. Emails adapt based on whether a lead answered the phone, went to voicemail, clicked a link, or replied. Sequences can include multiple touchpoints over days or weeks, and all responses are tracked and logged.
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Does the AI agent handle appointment scheduling automatically?
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Yes. Your AI agent integrates with your calendar (Google Calendar, Calendly, or similar), checks your real-time availability, offers qualified leads time slots, confirms appointments, and sends reminders. Reschedules and cancellations are handled automatically as well — no back-and-forth with prospects.
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What happens if a lead asks to speak to a real person?
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Your AI agent is configured with a clear escalation path. When a lead requests a human, the agent can: transfer the call live, schedule a callback with your team, send a notification to your CRM or phone, or offer to book an appointment. You define what escalation looks like for your workflow.
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How do I monitor what my AI agent is doing?
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You have access to a real-time dashboard showing call activity, email open & click rates, appointments booked, pipeline status, and full call recordings with AI-generated summaries. Weekly performance reports are delivered automatically so you always know your ROI.
// Lead Lists & Data
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What's included in my 10,000 leads?
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Your 10,000 leads are pulled from our premium databases (U.S. Businesses, Consumers/Lifestyles, White Pages, Healthcare, New Movers, and more) and targeted to match your exact criteria — geography, industry, demographics, income, homeowner status, and more. Each record includes name, phone, address, and optionally email, company, title, and other available fields.
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How fresh is the lead data?
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Our data is sourced from premium providers and refreshed regularly. Business databases are updated monthly; consumer data is refreshed quarterly. All lists go through a verification and formatting process before delivery. We also offer DNC (Do Not Call) and TCPA scrubbing to ensure compliance before loading.
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Can I request a custom lead list with specific targeting?
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Yes. Use our
Lead Criteria Builder to specify exactly who you want to reach — state, ZIP code, city, SIC/NAICS codes, employee count, revenue range, age, income, homeowner status, lifestyle interests, and more. Our fulfillment team builds your custom list and delivers it within your chosen timeframe.
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Can I get more leads after my initial 10,000?
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Absolutely. Additional lead packages are available for purchase at any time. We offer packages of 5,000, 10,000, 25,000, and custom volumes. Monthly lead refresh subscriptions are also available so your pipeline never runs dry. Contact us to discuss volume pricing.
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What format are leads delivered in?
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Leads can be delivered as CSV, Excel (.xlsx), Google Sheets, or directly imported into your CRM. Standard delivery is via secure download link or email attachment. FTP/SFTP delivery is available for large volumes or automated pipelines. Specify your preference when placing your order.
// Billing & Plans
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What payment methods do you accept?
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We accept all major credit cards (Visa, Mastercard, American Express, Discover), ACH bank transfer, and wire transfer for larger orders. Payment is processed securely through our payment partners. Invoices are available upon request for business accounting purposes.
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How does the monthly subscription billing work?
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After the one-time $999 setup fee, your $149/month subscription renews automatically on your billing anniversary date. You'll receive an email receipt for every charge. You can update your payment method, view billing history, and manage your subscription from your account portal at any time.
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Can I cancel my subscription?
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Yes. You can cancel your subscription at any time with no cancellation fees. Your service will remain active through the end of the billing period you've paid for. To cancel, contact our support team at
admin@intelagent.technology or call
+1 (775) 312-9923. We'd love to hear feedback on your experience before you go.
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Are there upgrade options or enterprise plans?
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Yes. We offer multi-agent packages, white-label solutions, and enterprise deployments for larger organizations and agencies. Enterprise plans include dedicated account management, priority support SLAs, custom integrations, and volume pricing on lead lists. Contact us to discuss your specific needs.
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Do you offer refunds?
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The one-time setup fee covers actual labor and infrastructure costs and is non-refundable once onboarding has begun. Monthly subscription charges are non-refundable for the current billing period. If you experience a technical failure on our end that prevents your AI agent from operating, we will issue a prorated credit. Contact support to discuss any billing concerns.
// Integrations & Tech
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What CRMs and dialers does IntelAgent integrate with?
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We integrate with a wide range of platforms including GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive, Follow Up Boss, LionDesk, kvCORE, and most API-accessible CRMs. For dialers, we support popular platforms used in sales environments. Don't see yours?
Contact us — custom integrations are available.
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Which calendar apps are supported for appointment scheduling?
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We support Google Calendar, Microsoft Outlook/Office 365, Calendly, Acuity Scheduling, and any calendar platform with API access or webhook support. Two-way sync ensures appointments booked by your AI agent appear immediately in your calendar and reminders are sent automatically.
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Does IntelAgent have an API for custom workflows?
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Yes. Our platform exposes a REST API and webhook system that allows you to trigger AI agent actions, receive real-time event notifications, push leads from external sources, and pull performance data into your own dashboards. API documentation is available at
docs.intelagent.technology.
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How is my data secured?
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All data is encrypted at rest and in transit using AES-256 and TLS 1.3. Your AI agent and lead data are hosted in your own dedicated environment — we do not co-mingle client data. Access is controlled via role-based permissions, and all activity is logged for audit purposes. We are committed to full GDPR, CCPA, and TCPA compliance standards.
// Compliance & Legal
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Is using an AI caller TCPA compliant?
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TCPA compliance is the client's responsibility, and we provide the tools to help you stay compliant. We offer DNC (Do Not Call) scrubbing on all lead lists, honor opt-out requests in real time, and can configure calling windows to respect state-specific time restrictions. We strongly recommend consulting with a legal professional about your specific use case. Review our full compliance documentation at
legal.intelagent.technology.
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How does DNC (Do Not Call) scrubbing work?
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Before any lead list is loaded into your AI agent, we can run it against the National Do Not Call Registry and state-specific DNC lists. Numbers flagged as DNC are removed or suppressed. We also support uploading your own custom suppression list. DNC scrubbing is highly recommended for all outbound calling campaigns and is available on all lead orders.
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Where can I find your Terms of Service and Privacy Policy?
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