
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, 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. 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
Engage
AI responds within seconds via web chat, SMS, WhatsApp, or phone — 24/7, including nights and weekends.
Qualify
Guided surveys and intelligent conversation capture care needs, timeline, budget, urgency, and decision-maker context.
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.
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:| AI Handles | Humans Handle |
|---|---|
| Instant response and initial engagement | High-emotion family moments (falls, memory concerns) |
| FAQ answers about communities and care | Complex care questions requiring expertise |
| Structured qualification (care type, timeline, budget) | Relationship building with serious prospects |
| Lead scoring and prioritization | Final tour conversations |
| Tour scheduling with calendar integration | Sensitive follow-ups and financial discussions |
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.
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.
Call Logs
Review call history, recordings, and full transcriptions in a dedicated interface.
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 calendar integration for streamlined tour coordination.
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).
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.
Alert Banners
Time-sensitive promotional messages with scheduling and markdown support.
Role Management
Custom roles with granular navigation and feature permissions, scoped per location or instance.
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 for compliance
- Human Escalation - AI knows when to step aside for human empathy
Platform Integration
skyAdvisor is part of Skypoint’s composable platform, connecting seamlessly with:- skyStudio — 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


