Start with the calls you already get
We list the request types, the questions you already ask, and the answers you are willing to approve. Those become the only answers the agent is allowed to give.
Charlotte AI Automation
AI receptionists and business automation for Charlotte companies.
EXCEL works with Charlotte businesses that want to automate calls, scheduling, lead intake, customer follow-up, and repetitive administrative work. If you cross into South Carolina, those counties are part of the service area you write down.
You keep the phone number customers already use. EXCEL defines what the agent may answer, what it must capture, and when a person takes over.
EXCEL is headquartered in Troy, Michigan and works with Charlotte-area businesses remotely.
Try Elliot and hear what an AI receptionist can sound like for a real business conversation.
Live demo
Meet Elliot.
Tell him what kind of business you run and hear how an EXCEL agent could handle a real customer conversation.
Elliot is a demonstration. Your live assistant is customized — this is not exactly how yours will behave.
Try ElliotYour microphone is only used during the live demo.
Built around your business
Charlotte companies set Eastern Time hours. Leasing questions and maintenance requests can share a line when you want that split. A suburb is in range only if it is on your service-area list.
How EXCEL works with Charlotte companies
We start from how your company already answers the phone, schedules work, and follows up — then configure the agent around those rules.
Keep the number customers use
Callers keep dialing you. The agent follows your hours and your handoff list, including after hours when you want that coverage.
Write down the service area
List Mecklenburg and any South Carolina counties you cover, and whether leasing and maintenance share the number.
Example conversation
Hypothetical example of one property maintenance call.
The air conditioning is out in unit 4B. Can you take a maintenance request?
I can open a maintenance request using the after-hours rules this company set. I will not promise a same-day technician unless that is an approved rule.
The agent follows the maintenance path you defined. It does not invent an arrival time.
What gets configured
Hours and time zone for Charlotte
The service area you actually run — ZIPs, counties, and the jobs you do not take
Approved answers for the questions your callers already ask
Who gets the handoff, and through which channel
Which calls are after-hours and which wait until morning
A working session on a call, with an in-person option in Troy when that helps
How implementation works
Book a consultation. We will tell you what belongs in an agent and what should stay with people. Calendars, CRMs, and texting connect when those systems can be connected securely. Custom automation is scoped in discovery for the Charlotte workflows you actually run.
Plan details live on the pricing page. Current plans are listed there.
What EXCEL can automate
Reception, answering, scheduling, follow-up, and related workflows.
Industries we support
EXCEL builds AI automation for businesses across industries including:
Nearby markets
Looking for the problem, not the city? See guides on missed calls, after-hours coverage, and cost.
Frequently asked questions
Can maintenance and new-lease calls be separated?
Yes. They can be the first fork on the call, with different questions and different people on the handoff.
Can the service area include South Carolina counties?
Yes, if you list them. The agent should not assume a border county is covered.
Can it read a work-order status?
Only from a system you connect. If the status is not available, it captures the question instead of inventing an update.
Is Raleigh part of a Charlotte setup?
Only when your company serves it. Otherwise it is another city’s page, not extra coverage.
Is the demo preloaded with our communities?
No. Property names, vendor rules, and hours are added for your system, not for Elliot.