AI Agent for Counselors: Streamline Client Intake and Scheduling
Explain counseling services and qualify clients based on needs. Schedule sessions using an AI agent and update your CRM instantly.
Deploy your Counselor Double
Trusted by professionals across the world
An AI agent sitting between client inquiries and your focused practice
Between your counseling expertise and every client reaching out sits an AI agent that qualifies and books sessions on your behalf. Only the right conversations reach your calendar while your voice shows up at every touchpoint as a Counselor.
No More Missed Intakes
Every client inquiry gets a tailored response with service explanations and scheduling options.
Fill Your Schedule Efficiently
Qualified clients book sessions directly while you focus on current patients.
What your Counselor Double can do
Live Client Conversations
Answers client questions about counseling services, availability, and qualifications in real-time.
Real-time Q&A about counseling services
Client goal and readiness discovery
Lead qualification and capture
Client Qualification
Assesses client needs, checks availability, and qualifies clients before scheduling.
Structured intake questions
Goal and budget assessment
Readiness scoring and routing
Interactive Presentations
Presents counseling services, pricing, and treatment options during conversations.
Service overview presentations
Pricing and package explanations
Treatment option showcases
System Updates
Updates your CRM, sends booking confirmations, and triggers workflow actions.
CRM contact and client updates
Automated email follow-ups
Workflow triggers across connected tools
Automated Follow-ups
Sends session reminders, follow-ups, and re-engagement messages automatically.
Post-session follow-ups
Session reminders
Re-engagement sequences for inactive clients
By automating client intake and scheduling, you can focus on patient care and grow your practice without adding staff.
Qualify Clients Before Your First Session
Your AI agent assesses client needs and qualifies them before scheduling, ensuring you see the right clients.
Reduce No-Shows and Missed Appointments
Automated reminders and follow-ups minimize no-shows and missed appointments, saving you time and revenue.
Increase Client Engagement and Satisfaction
Personalized responses and timely follow-ups improve client engagement and satisfaction, leading to better outcomes and more referrals.
Streamline Communication and Follow-ups
Your AI agent handles all client communication, freeing you to focus on high-touch, high-value interactions.
How it works
Deploy your counselor agent in minutes by uploading your service information, setting your workflow, and connecting your calendar.
STEP 1
Create your Counselor agent
Sign up and build your AI agent from scratch or import your profile to generate it instantly.
STEP 2
Set your counselor voice and style
Choose the voice your Double speaks in and set the tone, personality, and conversational style to reflect your practice.
STEP 3
Add service information and set up workflows
Upload your service descriptions, pricing, and treatment options, and configure intake questions, qualification rules, and booking flows.
STEP 4
Launch your AI agent
Your agent is live and ready to use, handling client inquiries, scheduling sessions, and sending reminders and follow-ups automatically.
Email Signatures
Short URL for Socials
Meeting Backgrounds
Branded QR Codes
Counselor Agent Features
Everything you need to build, train, and scale your AI twin in one platform.
Identity-driven conversations
Your Double reflects your voice, positioning, and expertise in every interaction.
Knowledge base training
Train your Double using service descriptions, treatment options, and client success stories.
Interactive presentations
Run service overviews, pricing explanations, and treatment option showcases during conversations.
Agentic system actions
Trigger CRM updates, emails, and workflow actions after every conversation.
Conversation memory
Your Double remembers previous interactions and builds on them.
Workflow automation
Chain intake to qualification to booking to follow-up in one automated flow.
Lead capture workflows
Capture client details, goals, and readiness signals automatically.
Booking automation
Qualified clients book sessions without manual scheduling.
Connects to your existing tools
Your Double works with the tools you already use, syncing data and triggering actions across your workflow.
Gmail
Google Sheets
Calender
Hubspot
Calendly
Salesforce
Zoho CRM
Pre-Built AI Agent Templates for Counselors
Start with a ready-made agent template and customize it to your practice in minutes.
Follow-Up Agent
Sends reminders, follow-ups, and re-engagement messages on a structured schedule.
Lead Capture Agent
Captures client details, goals, and readiness signals from every inquiry.
Individuals and Teams love us alike
From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Frequently asked questions
Common questions counselors ask before deploying their Double.
How does the Double learn about my services?
You feed it everything a client would ask about: service descriptions, treatment options, and pricing. It uses that material to hold informed conversations about your services.
Can it present my services to clients?
Yes. Your Double walks clients through service options, pricing, and treatment results during live conversations.
What tools does it connect with?
Double connects with scheduling, client management, and communication tools. It books sessions, updates records, and sends confirmations after each conversation.
Is it hard to set up?
Setup is fast. Most counselors add their service details, connect their calendar, and have their Double live on their site the same afternoon.
Can I control what it says about services?
Governance controls let you define boundaries around service claims and guarantees.
Will it sound like me?
You shape the tone, the energy, and the language boundaries. If you are empathetic and supportive in your responses, your Double communicates the same way.
Launch your Counselor Double today
Automate client intake, scheduling, and follow-ups to focus on patient care and grow your practice.
