Discover
Choose an AI opportunity preview or go straight to booking.
TAG AI SOLUTIONS · PROVIDER MAP
One experience.
Connected systems.
TAG owns the customer journey. Partners provide the capabilities behind it.
THE OPERATING FLOW
From interest to a meeting in the CRM.
Choose
Answer three quick questions, book directly, or call Taylor.
Schedule
TAG retrieves live availability and submits the selected slot to Cal.com.
Reconcile
A signed provider event updates the matching CRM lead and meeting record.
Follow through
Verify confirmation, calendar invite, reminders, attendance, and outcome.
PROVIDER DIRECTORY
Every partner has a clear job.
Current configuration and verification status. No credentials or customer data are exposed.
Live
Customer experience
TAG website
Guides visitors to the AI opportunity preview, direct 45-minute discovery booking, or Taylor. The quick assessment shows an initial result before requesting an email.
Configured
AI receptionist
Taylor · Vapi
Answers business questions, checks availability, books the configured discovery call, sends the supported services email, and offers handoff to Gus or Julian. Phone calls do not submit the website assessment or transfer its answers.
Availability verified · booking lifecycle pending
Scheduling provider
Cal.com
Supplies real slots to the TAG-native calendar. Live availability has been verified. Booking-to-CRM webhook reconciliation still requires a controlled end-to-end confirmation test.
Live · booking sync verification pending
Customer and pipeline record
TAG CRM + Supabase
Stores leads, CRM contacts, strategy sessions, consent and workflow events. A meeting should only be marked booked after provider confirmation and CRM reconciliation.
Existing integration retained
Calendar and conferencing
Microsoft 365 / Graph
The repository retains a Microsoft Graph booking workflow and Taylor email delivery. Avoid running two competing scheduling paths for the same discovery-call event.
Provider-dependent
Confirmations and follow-up
Email delivery
Taylor can send the supported services email through the configured Graph path. Booking confirmations and reminders need mailbox-level delivery verification; a click is not proof of delivery.
Instrumented · outcome audit pending
Conversion measurement
First-party analytics
Measures route and CTA engagement. A phone-link click indicates intent, not a completed call. Assessment answers and personal information must not be sent to analytics.
Production live
Hosting and release control
Vercel + GitHub
Vercel hosts the site and server-side endpoints. Secrets remain in environment variables. GitHub Actions remain paused by request; releases are reviewed and deployed deliberately.
RELEASE GATES
Configured is not the same as verified.
- Cal.com booking confirmation and calendar invite verified with a controlled test.
- Signed booking, reschedule and cancellation events reconcile the same CRM session.
- Duplicate webhook delivery does not create duplicate leads or meetings.
- Phone clicks, bookings, meetings held and outcomes are measured separately.
- Secrets remain server-side; no credentials are published here.
ONE CLEAR NEXT STEP