Overview
skyAdvisor is the AI Sales Agent Suite that turns website visitors and inbound inquiries into qualified, meeting-ready leads using web chat, SMS, WhatsApp, phone, email, and guided surveys — with seamless real-time collaboration between your human sales team and AI. Industry-specific behavior is delivered through solution modules for Senior Living, Provider Groups, Health Plans, Health Tech, SNF, Health Systems, Community Health, and Home Health. skyAdvisor is also the anchor product of the skyCRM suite. For teams whose work continues after a lead converts, the same platform runs the full operator pipeline — prospects, referrers, tours, waitlist, occupancy, and move-ins — on the same records, the same inbox, and the same AI. See skyCRM below. High-consideration sales have structural friction. Most organizations lose qualified prospects to missed after-hours calls, slow web response, generic chatbots, incomplete lead data, and fragmented systems. skyAdvisor ensures every visitor and inquiry receives instant, personalized engagement while your sales team focuses on building relationships with prospects who are ready to convert. Part of the Skypoint AI Platform “365” Product SuiteWhy skyAdvisor Drives More Move-Ins
Instant 24/7 Response
Every website visitor gets immediate, personalized engagement. No more lost leads due to slow response times or after-hours gaps.
Intelligent Lead Qualification
AI asks the right questions about care needs, timeline, budget, and decision-makers so you wake up to qualified leads, not cold inquiries.
Senior Living Expertise
Purpose-built for senior living with knowledge of care levels, amenities, and pricing. Answers questions accurately without generic chatbot responses.
Human Handoff at the Right Moment
AI detects urgency, emotion, and complexity. High-stakes moments like a recent fall or memory concerns trigger immediate human connection.
How It Works
1
Engage
AI responds within seconds via web chat, SMS, WhatsApp, or phone — 24/7, including nights and weekends.
2
Qualify
Guided surveys and intelligent conversation capture care needs, timeline, budget, urgency, and decision-maker context.
3
Collaborate
AI escalates to your human sales team at the right moment with a complete lead briefing — conversation history, care needs, urgency level, and suggested next steps.
4
Convert
Tour is scheduled, the lead is synced, and your team has everything needed for a meaningful first conversation. In skyCRM, the same record continues into the operator pipeline through move-in.
Key Capabilities
AI-Powered Lead Engagement
Embed skyAdvisor on your website to greet visitors, answer questions about your communities, assess care needs and timeline, and identify families ready to tour. Configure branding, welcome messages, and community-specific knowledge in minutes.Hybrid AI + Human Model
Unlike fully automated chatbots, skyAdvisor knows when AI should step aside for human connection:Complete Lead Briefing
When your sales team takes over, they receive a full summary including conversation history, care needs, urgency level, and suggested next steps. No cold handoffs or missing context.Real-Time Dashboards
Track every conversation, lead score, and conversion across all communities. See what’s working, where to focus, and how to improve lead engagement across your portfolio.Product Modules
Core Engagement
AI Web Conversations
Embeddable chatbot with instant engagement, intelligent qualification, and intent detection for website visitors. Multi-community operators can map page URLs to a community so the widget answers, and attributes the lead, with the right location’s content.
Chat Inbox
Real-time human + AI collaboration with seamless takeover, AI conversation summaries, and response suggestions.
AI SMS Platform
Inbound and outbound SMS with AI-powered responses, multi-number support, delivery tracking, and unified inbox.
AI WhatsApp Platform
WhatsApp messaging with AI responses integrated into the unified inbox.
AI Phone Agents
24/7 inbound call coverage with lead capture, tour intent detection, call transcription, and recordings. Callers can be routed directly to a preferred representative at the greeting, bypassing queues. Voice flows support AI blocks for natural conversation and can email captured URLs to callers.
Call Logs
Review call history, recordings, and full transcriptions in a dedicated interface.
Two-Way Email
Send and receive email against a lead record, with reusable templates, bulk email and text sends, and per-user signatures. Inbound replies land on the same timeline as chat, SMS, and calls.
Click-to-Call
Dial a prospect from their record and log the call without leaving the page.
Lead Management
CRM & Lead Management
Lightweight CRM with lead tracking, scoring, notes, activities, and external CRM sync.
Lead Intelligence
AI scoring (0-100), conversion prediction, urgency detection, and sentiment analysis throughout conversations.
HubSpot CRM Integration
Two-way sync with HubSpot — bulk lead export, inbound contact import, per-lead sync, and auto-enable on new leads.
Zoho CRM Integration
Two-way sync with Zoho CRM with webhook-based inbound support for real-time contact updates.
Surveys & Assessments
Guided Surveys
Needs assessment capturing care type, timeline, ADLs, and decision-maker context.
Smart Forms
Adaptive surveys with conditional display/skip logic based on previous answers.
Decision Support Assessments
Guided assessments with motivational interviewing, multi-dimensional scoring (readiness, care level, financial, cognitive), path selection, and branded PDF reports with care recommendations.
Tours & Scheduling
Tour Scheduling
AI-assisted booking with working-hours availability, double-booking protection, capacity limits, in-place rescheduling, assignee selection, and a managed calendar invite for every booking.
Calendar & Meeting Sync
Two-way per-user calendar sync with Google and Microsoft 365, so tours and activities stay in step with each rep’s own calendar and busy time is respected when offering slots. Zoom is supported for virtual meetings, with automatic confirmation emails.
Tour Reminders
Automated reminder system with SMS and email to reduce no-shows.
No-Show Rebooking
Automatic follow-up and rebooking for missed tours.
Post-Tour Reviews
Automated review request generation after completed tours.
Marketing Automation
Drip Campaigns
Multi-step automated SMS/email campaigns with enrollment and execution engine.
Landing Page Builder
Custom landing pages with section management, forms, and lead capture.
Lead Magnets
Downloadable content (eBooks, guides) for lead capture.
A/B Testing & Auto-Triggers
Variant testing for modals and widgets, plus behavior-based triggers (scroll, time, exit-intent, click).
Marketing Connectors
A guided wizard connects marketing and analytics platforms: Google Analytics 4 conversion push, Meta Lead Ads intake, Google Ads, and ad-audience sync. Credentials are encrypted, and each connection can be tested before it goes live.
Analytics & Training
Analytics Dashboard
KPI metric cards, activity trend charts, conversion funnel, lead scoring, and hot leads tracking.
AI Call Tracking
End-to-end UTM attribution, source/channel tracking, and campaign analytics.
AI Training & Coaching
Role-play practice with AI prospect simulation, session scoring, and performance tracking for sales reps.
Content Management
FAQ & Instant Answers
Structured Q&A pairs with categories and keyword matching for instant responses.
Media & Community Content
Video gallery, photo gallery, floor plans, staff profiles, amenities, testimonials, and pricing management. Content can be tagged to specific communities so each location only serves its own material.
Alert Banners
Time-sensitive promotional messages with scheduling and markdown support. Per-staff, per-type, and per-channel subscriptions with custom branded templates, icon and color customization, tappable phone numbers on mobile, and inline markdown links. AI escalation alerts can target a single staff member for end-to-end reliability.
Role Management
Custom roles with granular navigation and feature permissions, scoped per location or instance.
skyCRM (Operator CRM)
skyAdvisor is the anchor product of the skyCRM suite. Where the AI sales agent ends at a qualified lead, skyCRM carries that same record forward through the operator’s own workflow — discovery, pipeline, tours, waitlist, occupancy, move-in, and reporting — without a second system or a second copy of the data. Organizations that run both see a Sales workspace and a Marketing workspace and switch between them from the header. Which surfaces appear is driven by Vertical Packs: each pack declares an industry’s roles, fields, pipelines, terminology, and navigation as configuration rather than custom code. Senior Living is available today, with behavioral health admissions primitives alongside it, and operators can rename entities, stages, activity types, and reasons to match the language their teams already use.Pipeline & Records
Prospects & Residents
One person record moves from lead to prospect to resident, with stage history, activities, notes, pinned context, files, influencers and decision-makers, and closed-prospect visibility.
Referrer Management
Referrer people and organizations with their own stages, traits, and activity history — plus referral attribution across all prospect sources, per-community visibility narrowing, merge, close, and reopen.
Day Planner
A daily work queue with a morning briefing, overdue and uncontacted views, and one-click scheduling of the next activity.
Unified Inbox
A single community-scoped inbox for chat, SMS, and email, with AI-suggested replies and the prospect’s context beside every conversation.
Occupancy & Move-Ins
Occupancy Board
Units, floor plans, and care types with bed-aware capacity, reservations, deposits, and an occupancy report with CSV export.
Waitlist Management
Waitlist entries with lifecycle hooks, board badges, and a dedicated report.
Move-In & Transitions
Reservation through move-in with deposit logging, care plan seeding, move-out notice and reasons, and resident stay and status history.
Community Events
Event creation wizard with employee invitees, guest lists, flyer previews, and exports that survive spreadsheet round-trips.
Discovery & Intelligence
Discovery & Move-In Readiness
Motivational-interviewing discovery captures motivators, barriers, and ambivalence with evidence links and human confirmation, then places the prospect on a stage-of-change readiness axis tracked in the activity timeline.
Discovery Coach
Suggests the next motivational-interviewing question to ask, for pre-call preparation and post-tour follow-up, and lets a counselor resolve an open commitment inline.
Tunable Lead Scoring
Administrators set the factors and weights behind the score. Scores are evidence-banded, an absent sub-score is shown as absent rather than as a zero, and score changes can raise alerts.
SLA & Stalled-Lead Alerts
Configurable response-time, stalled, and gone-quiet flags with escalation paths and dormant re-engagement.
Next Best Action
A prioritized action feed with outcome tracking, so teams can see which recommendations actually moved a prospect forward.
Forecasting
Pipeline forecast snapshots and a Top-10/30 pipeline review with AI-written situation summaries.
skyAgent & skyBrain
skyAgent Workspace
A staff-facing assistant that answers questions about your pipeline and takes action — logging an activity, creating a task, advancing a stage, or drafting an email or text. Every write is an approval card, so nothing is sent or changed without a person clicking, and every action is logged.
Playbooks & Drafts
Written guidance that shapes how the agent answers, and a queue of the messages it has drafted but nobody has sent yet.
skyBrain Memory
The durable facts the agent remembers about a prospect, in the one place a person can review or correct them.
AI Narratives
Plain-language summaries of conversations, executive dashboards, and pipeline reviews. Every AI surface states how recently its text was generated.
Reporting & Administration
Report Library & Builder
Funnel, velocity, aging, forecasting, occupancy, move-in and move-out, deposits, resident spend, counselor benchmarking, and consent reporting — with PDF and Excel export and scheduled delivery on the recipient’s local time.
Dashboards & Announcements
Customizable dashboard layouts, plus scheduled admin announcement banners for the whole organization.
Global Setup
Operator-editable vocabularies — pipeline stages, care types, activity types and results, relationships, close reasons, move-out reasons, referrer traits — plus terminology overrides and per-community setup surfaces.
Custom Fields
Define your own fields on people and other records, with permissions, dependent options, and duplicate-name warnings. Values a user is allowed to see flow through to CSV, Excel, and PDF exports.
Roles & Access Trail
Granular roles scoped per community, with an access trail showing who read which record, document, or export.
Data Portability & APIs
Full-tenant export with scheduled delivery to your own destination, signed outbound webhooks with subscriptions, a partner read API, and a BI feed for your warehouse.
Operator Integrations
Clinical & EHR Sync
Push prospect and resident demographics to the clinical platform a community already runs — ALIS, Eldermark, PointClickCare, and August Health — with retries and per-integration sync state.
Property & CRM Sync
Lead and prospect sync to WelcomeHome, Yardi, and HubSpot, with inbound lead-source webhooks for systems that push to you.
Operational Feeds
Resident spend from FullCount feeds the resident-spend report alongside occupancy and deposit data.
Data Quality
A dedicated view for finding incomplete, duplicate, and inconsistent records before they reach a report.
Business Impact
< 30 sec
Average response time to website inquiries
24/7
Lead engagement coverage including nights and weekends
3x
More leads qualified per day
40%
Increase in tour bookings
Who Benefits Most
Sales Directors
Turn website visitors into tour-ready leads with AI that qualifies, engages, and schedules. Get real-time alerts when high-intent families need immediate attention.
Community Sales Teams
Never miss a lead again. AI handles initial engagement while you focus on building relationships with families who are ready to tour and make decisions.
Regional & Corporate Leadership
See lead engagement across all communities in one dashboard. Track conversion rates, response times, and sales team performance with actionable insights.
Marketing Teams
Maximize ROI on marketing spend with instant lead capture and qualification. Get clear attribution from first click to scheduled tour across all channels.
Trust & Security
skyAdvisor is built with enterprise-grade security for healthcare and regulated industries:- HITRUST r2 Certified - Protected health information handled securely
- SOC 2 Type 2 - Enterprise-grade security controls
- Zero Data Training - Your conversations never train our models
- Audit Logs - Complete conversation history, immutable write auditing, and per-record access logging for compliance
- Consent & Jurisdiction - TCPA, CASL, and Washington My Health My Data rules applied per contact and region
- Retention Policies - Configurable retention for conversations, records, and exports
- Fair Housing Aware - Scoring and AI guidance are built to exclude protected-class signals
- Community Scoping - Users see only the communities they are entitled to; a request for another community returns nothing at all
- Human Escalation - AI knows when to step aside for human empathy
Platform Integration
skyAdvisor is part of Skypoint’s composable platform, connecting seamlessly with:- skyData — Unified data foundation and workflow orchestration
- skyMDM — Master data for accurate resident and family records
- skyVoice — Voice AI for phone-based lead engagement
- skyChat — Conversational AI across digital channels
- skyReputation — AI-powered reputation management for review and sentiment context