AI voice agents · built for SMBs

Stop losing leads
to voicemail.

Most small businesses leak half their revenue to missed calls and slow callbacks. We build AI agents that answer, qualify, and quote in real time — 24/7, across voice, email, and SMS.

Live agents running now
3–7 day deploy
Remote-first · US nationwide
Meet the ClearShield app

Everything
in one place.
If you want it.

Our app turns every call into a job card. See today's schedule, yesterday's quotes, and the revenue that came from both — without touching a computer. And if you'd rather stay in text messages, that works too.

Today's jobs, at a glance. Open the app and see every booking, every new lead, every quote we handed out — in the order they came in.
One tap to act. Call a lead back, confirm a booking, or mark a job done. No forms, no logins, no settings.
Works offline on the truck. The app caches today's jobs, so a bad signal on the jobsite won't slow you down.
iOS · Coming soon
Android · Coming soon
SMS works today
9:41 ●●● ●●●●
THURSDAY · APR 23
Good morning,
Mike.
7
Jobs
3
New leads
$4.2k
Quoted
New overnight
Mike Thompson
NEW
Server move · Greenville → Columbia · 25 units
$1,327.25
Sarah Lindstrom
Booked 10 AM
Kitchen move · 2BR condo · Saturday
$890.00
James Thornton
Quote sent
Office relocation · 12 desks · next week
$2,015.00
Today
Calls
History
Settings
CS
New lead · Mike T.
Quoted $1,327.25 · Server move
NOW
Sarah L. confirmed
Saturday 8:00 AM · Kitchen move
2 min ago
The reality

Every missed call
is a lost lead.

The numbers tell the story — and understanding them is the first step to capturing every opportunity that reaches your phone.

Ready to stop saying "we'll call you back"?

30-minute discovery call. No pitch — we'll review your real call flow.

Schedule a discovery call
Our platform

A teammate who
works every shift.

Your next hire speaks your script, quotes your prices, books your calendar — and never takes a lunch break.

01 / 06

24/7 call answering

Every call gets a professional, friendly answer — nights, weekends, holidays, or while you're on another call. No more voicemail graveyards.

02 / 06

Real-time quoting

Agents collect the right details and return a deterministic, auditable price on the call — not "we'll get back to you." No LLM math, real pricing logic.

03 / 06

Booking on your schedule

Agents book jobs at times that actually work for you — and text you when they do. No apps to learn, no calendar to check. Your phone rings less, but the right calls come through.

04 / 06

Email & SMS parity

The same quote engine that answers calls answers forwarded email requests. One source of truth, three channels, one consistent experience.

05 / 06

Instant lead handoff

Every qualified lead hits your inbox and text messages within seconds — full transcript, structured fields, and the quote we gave.

06 / 06

Built in your voice

Each agent is custom-built with your brand name, tone, pricing rules, and workflow. Not a generic chatbot — a teammate.

No apps. No logins. No learning curve.

If you can read
a text message,
you can run this.

We meet you where you already are — your phone. Every new job, every quote, every question from a customer shows up as a text. That's the whole interface.

Every new job comes in as a text

Customer's name, what they need, the quote we gave, and their number. One tap to call them back. That's it — nothing to log into.

Reply "yes" or "no" — we handle the rest

When an agent wants to book a time, we text it to you. Reply "yes" and the customer gets a confirmation. Reply "no" and we offer them another slot. No calendar app required.

Your calendar is whatever you already use

Paper planner on the truck seat? Dry-erase board in the shop? Google Calendar? All fine. We'll sync to whatever you've got, or we'll just text you the day's jobs every morning at 7am.

A dedicated app, too coming soon

If you'd rather see it all in one place, our upcoming ClearShield app shows today's jobs, yesterday's calls, and the quotes that turned into money — without forcing you to learn it on day one.

9:41 ●●● ●●●●
CS
ClearShield · Andray
(843) 555-0199
Today · 7:02 AM
New lead 🎯 Mike T. called. Server move, 25 units, Greenville → Columbia. Quoted $1,327.25. His #: (864) 555-0134
He wants to book Thursday 10 AM. Works for you?
yes
✅ Booked. Mike got the confirmation text. Full notes in your email.
11:18 AM
Just took another call — Sarah L., kitchen move next Saturday. Quoted $890. Want me to offer her the 8 AM slot?
That's it. That's the whole thing. No dashboard to log into.
iOS + Android soon
How we build your agent

Three steps.
Two weeks. Done.

01

Discover

We sit with you to learn your business, your voice, your pricing logic, and the calls you're missing. No cookie-cutter templates — every agent is custom.

02

Deploy

We stand up your agent, wire it to your calendar, pricing rules, and notification channels, then forward your business line. Typical launch: 3–7 days.

03

Optimize

We review real call transcripts together, tune prompts, refine pricing, and add capabilities as your business evolves. You're never stuck with v1.

Case study · Bearded Movers

How Bearded Movers
stopped saying "we'll call you back."

The problem

Bearded Movers answered phones during business hours, but every after-hours call went to voicemail. Every email quote took 10–15 minutes of manual lookup. Leads went to whichever competitor called back first — often not them.

What we built

A custom AI voice agent (Andray) answers every call 24/7, collects structured move details, runs them through a real pricing engine covering residential and commercial logistics, and delivers a final number on the call. The same engine answers forwarded email quotes.

The results

100% of inbound calls and quote emails now get a real answer. Quote turnaround dropped from 10+ minutes to under 30 seconds, with every quote logged and auditable. Owners get a full transcript and structured lead within seconds of hangup.

24/7
Call coverage — day or night
<30s
Quote turnaround, voice or email
Quote modes: residential & commercial
100%
Of quotes logged and auditable
DEPLOYMENT TIMELINE
Discovery → live in under 2 weeks
Download case study (PDF)
Also under one roof

Cybersecurity consulting
for growing businesses.

While we're busy answering your phones, we can also protect your business. Every service is right-sized — no enterprise bloat, no one-size-fits-all.

Assess

Security assessments

We find vulnerabilities before attackers do. You get a prioritized action plan — not a 200-page report that collects dust.

Respond

Incident response planning

When a breach happens, panic is the enemy. We build a step-by-step playbook so everyone knows exactly what to do.

Train

Awareness training

Your team is your first line of defense. We train them to spot threats with programs they'll actually remember.

Comply

Compliance guidance

HIPAA, PCI DSS, SOC 2, CMMC — we translate regulations into straightforward steps. Audit-ready, not audit-anxious.

Lead

Virtual CISO services

A seasoned security leader on your team without the six-figure salary. Strategic guidance, board-ready reporting.

Anticipate

AI threat advisory

AI is making attacks smarter. We help you understand the evolving landscape and build defenses that keep pace.

Pricing · AI voice agents

Slide the sliders.
See what you'd save.

One plan, no surprises. Cybersecurity consulting is quoted separately based on scope.

Industries we serve

We speak
your industry's language.

Every industry has unique workflows to automate and unique threats to defend against. Our agents adapt to the intake, scheduling, and quoting needs of each.

Who we are

Your automation
& security partner.

We started ClearShield Advisory because we saw a gap: growing businesses were being told they needed enterprise-level tools — for both automation and security — but nobody was building for their size, their budget, or their reality.

We work with businesses across every industry. We know your challenges because we've spent years solving them. Every AI agent, every assessment, every training program is designed for how your team actually works — not how a Fortune 500 company does.

Clarity

No jargon. We explain security in language you actually use.

Partnership

We're your security team, not a vendor. In it with you for the long run.

Proactive

We protect you before threats arrive, not after damage is done.

Accessible

Enterprise-grade protection, built without enterprise budgets.

Get started

Let's build
your agent.

Schedule a free 30-minute discovery call. No sales pitch — we'll review your current call flow and show you exactly what an AI agent (or a cybersecurity engagement) would look like.

Coverage
Remote-first — available nationwide
Response time
Within 1 business day
Tweaks
Accent color
Background
Headline feel
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