The Bastion suite
Intake
The first half of every conversation, prepared for the person who does the work. One engine for any industry, refined to your own scripts, questions and check-in steps.
What it does
- AnswersBy phone, web form and text. It says it is an AI at the start, announces recording, and offers a person at any moment.
- Books, takes intake and checks people inIt runs your discovery script — your questions, in your order — and nothing you haven’t configured.
- Routes, never refusesIt books the visit, warm-transfers to your rep with the summary on screen before they say hello, books a callback inside your first-call window, or prepares a sheet for the technician or provider.
- The prep sheetThe facts gathered, the flags a person must review, and the options your own procedures list for that situation, so the technician or provider starts the service prepared.
- Check-inOn arrival, by text or on site, with what changed since intake and a heads-up to whoever does the work.
Any industry
- One engine, refined to your businessAn industry pack refines Intake to a kind of business; your own set-up refines it to your scripts, questions, prep-sheet rules and check-in steps. The demo runs the field-service pack on a sample contractor: service requests, new commercial prospects, agreement questions and filter reorders. A gas smell triggers your emergency script, never troubleshooting.
Where it will not guess
- It never sellsIt books and routes. It will not diagnose, clear or exclude anyone; suggest, price or promote anything the law restricts; imply a license; call or text without the consent the purpose needs; keep talking when someone asks for a person; or record without announcing it.
See Intake running
Open it inside Larch Falls Mechanical, a fictional 62-person contractor. Read-only: nothing you click changes anything.
Instead of an AI receptionist plan, an intake-form service and a funnel/CRM subscription
Sample business. Larch Falls Mechanical, its people and its clients are fictional. Its presence here is not evidence of a client engagement.
What it replaces, in the sample business
- Smith.ai AI Receptionist Pro (75 calls a month)$150 an account a month × 1 · smith.ai, read Oct 19, 2026
- IntakeQ Practice Management (forms, e-signatures, reminders)$84.90 an account a month × 1 · intakeq.com, read Oct 21, 2026
- HighLevel Starter (funnels and CRM)$97 an account a month × 1 · gohighlevel.com, read Oct 21, 2026
$3,982.80 a year, at each vendor’s public list price on the date shown.
Sample business. Larch Falls Mechanical, its people and its clients are fictional.
See it with your own numbers.
A walkthrough on your business, with the systems you would start with.
Or write to sales@bastionglobal.us.