The AI Opportunity Engine

More than a chatbot. A revenue engine.

The Opportunity Engine is an AI-powered customer-engagement system built around two-way SMS.

It analyzes permitted customer conversations and CRM history, detects revenue opportunities, initiates approved text follow-ups, replies naturally, and notifies your team when a person should step in.

A branded website chat is included as a secondary channel.

Your BusinessTwo-way SMS · +1 (555) 555-0142 · customer’s phone
Sample

AI replied within approved rules · consent on file · STOP honored

Opportunity detectedRebooking · follow-up queuedStaff notifiedHanded to a person
Sample text conversation on a customer’s phone with a sample business named Your Business. Customer: Hi! Are you open Saturday? Thinking about the signature facial. AI reply: Yes! Saturday has 11:30 AM and 2:00 PM open. Want me to book the signature facial for you? Customer: 2pm works great. AI reply: Booked for Saturday at 2:00 PM — you’ll get a reminder the day before. Reply STOP to opt out anytime. Customer: Perfect, thank you!

Section A: Business-branded AI assistant

Your business’s own AI assistant.

Every business gets an assistant branded to its company — not a generic VYRL chatbot.

It knows your approved services, pricing, FAQs, hours, policies and booking options, and it guides customers toward booking or purchasing — primarily over two-way SMS.

  • Knows your approved services, FAQs, hours & policies
  • Engages customers over consent-based two-way SMS — with a secondary website chat
  • Asks relevant follow-up questions and learns preferences
  • Always clearly identified as an AI assistant

Branded to you

Your name, voice and knowledge — not a generic bot.

SMS-first

Consent-based two-way SMS, plus a secondary website chat.

Guides to action

Helps customers book or purchase, step by step.

Clearly AI

Transparently identified as an AI assistant.

Section B: AI opportunity detection

Revenue opportunities, detected automatically.

The engine identifies revenue opportunities from conversations and CRM activity. Each is recorded with the customer’s info, opportunity type, the reason for the recommendation, an estimated value when available, and a recommended action.

Rebooking

A customer passes their usual service interval without returning.

Upsell

A customer asks about or is a fit for a premium service or add-on.

Sales follow-up

A prospect shows interest but doesn’t schedule or purchase.

Reactivation

A previously active customer hasn’t visited in a long time.

Review & referral

A customer completes a great experience and is ready to advocate.

New leads

A new contact asks about memberships, vehicles, pricing or availability.

Example opportunity record

Sample
Customer
Marcus Webb
Opportunity type
Rebooking opportunity
Reason
Last visit was 38 days ago — 11 days past the usual interval between treatments.
Recommended action
Send rebooking text
Assigned employee
Automated
Estimated value
$140Estimated — not a verified sale.
Match strength 92%Ready to send
Sample opportunity record for a fictional customer.

Section C: Automated customer engagement

Approved follow-ups, handled automatically.

The engine carries out approved, routine follow-ups on your behalf — within business-approved rules, customer messaging consent and frequency limits.

Humans stay in control. Any unusual request, important decision, complaint, or situation the AI can’t confidently handle is escalated to a real employee.

Business-approved rulesConsent requiredFrequency limits

What it can send

  • Personalized rebooking reminders
  • Follow-ups with interested prospects
  • Customer win-back messages
  • Referral invitations
  • Review requests
  • Approved service recommendations
  • Appointment & consultation reminders

Section D: Opportunity management dashboard

A dashboard that explains the why.

Owners and employees get a dedicated Opportunity Engine dashboard — and the AI always explains why it identified an opportunity rather than recommending random actions.

Sample dashboard · illustrative figures
Today14New opportunities
Priority5High-priority leads
Open9Needs follow-up
Estimated$12,540Potential revenue
This month37Conversions
Logged sales$4,820Verified revenue

What the dashboard shows

  • New opportunities
  • High-priority leads
  • Customers needing follow-up
  • Recommended actions
  • Assigned employee
  • Follow-up status
  • Confirmed bookings & conversions
  • Estimated vs. actual revenue
  • Reason for every recommendation

Section E: Employee notifications & CRM tasks

Every opportunity becomes a task someone owns.

When the AI identifies an important sales opportunity, it doesn’t just log it — it routes it to the right person with a clear next step.

  1. 01

    Create the opportunity

    The engine records it in the CRM with customer, type, reason and estimated value.

  2. 02

    Notify the right person

    The relevant employee or owner is alerted the moment it matters.

  3. 03

    Assign a follow-up task

    A task is created with a suggested next action or message to send.

  4. 04

    Track the outcome

    It’s tracked as contacted, booked, sold, lost or dismissed.

Section F: Industry-specific intelligence

One engine. Tuned to your industry.

The same Opportunity Engine adapts to different industries. Each business configures its services, offers, follow-up intervals and approved AI knowledge.

Gyms

  • Membership leads
  • PT consultations & class inquiries
  • Employee-generated sales

Dealerships

  • Vehicle inquiries & inventory interest
  • Trade-ins & finance hand-offs
  • Sales-rep leads & referrals

Med Spas

  • Treatment intervals & rebooking
  • Membership & package upsells
  • Reviews & referrals

See all six industries

Section G: Results & revenue tracking

Measurable outcomes. Honestly counted.

Businesses see real results from the system — leads, follow-ups, responses, bookings, referrals, repeat customers and confirmed conversions.

A booking click is not a completed booking. Estimated revenue is always kept separate from verified sales, so your numbers stay trustworthy.

What gets counted

  • Leads captured
  • Opportunities created
  • Follow-ups & responses
  • Bookings & appointments
  • Referrals & repeat customers
  • Confirmed conversions

Section H: Fully managed monthly service

You run your business. We run the engine.

VYRL operates, monitors, maintains and optimizes the Opportunity Engine and SMS infrastructure as an ongoing managed service — so you get the benefit of the technology without managing it yourself.

Operate
Monitor
Maintain
Optimize

A note on capabilities. Some Opportunity Engine capabilities are delivered as a managed service and rolled out in phases. Features are configured per business and are not all enabled by default — we’ll walk you through what’s available for your business during your demo.

The flagship capability

See the Opportunity Engine built around your business.

Request a demo and we’ll show you exactly how VYRL detects opportunities and grows your revenue — fully managed by our team.

Ready to grow your business?

See how VYRL turns everyday customer interactions into measurable revenue opportunities — fully managed by our team.

Request a Demo