Twig

Sera, an AI front desk that answers calls, chats, and emails 24/7 to book appointments and qualify leads

Data verified Oct 16, 2026

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About Twig

Twig offers Sera, an AI front-desk agent that handles customer conversations across web chat, email, phone, SMS, and WhatsApp to answer questions, generate and qualify leads, and book appointments around the clock. It reads and writes to the tools a business already uses — CRM, help desk, and calendar — with one shared memory across channels, and escalates to a human when a request falls outside what it was trained on. The platform can also build support bots that learn from documentation, tutorials, and past tickets to deflect Tier 1 support requests.

Screenshots

Commonly Cited Strengths & Limitations

Strengths

Answers calls, texts and web chats 24/7
Most businesses live in under 30 minutes
SOC 2 Type II compliant
Cancel anytime, no contract
No credit card required for trial

Limitations

Does not quote insurance premiums or bind coverage
Does not quote mortgage rates or terms
Does not guess — hands off to your team when she can't answer

Common Use Cases

Answering calls after hours and during busy periods
Missed-call recovery
Appointment booking and lead qualification
Insurance quote intake
Dental new-patient booking
Mortgage pre-approval lead qualification
B2B SaaS inbound sales qualification (AI SDR)

Details

Pricing Model: Free Trial
Starting Price: $49/mo
Category: Customer Support

Who is Twig for?

Insurance Agencies

Sera collects what a producer needs to quote and sends a clean intake without quoting premiums or binding coverage.

Dental Practices

Sera checks the insurance list, books new-patient visits and texts new-patient forms.

Mortgage Lenders

Sera qualifies purchase leads, books a loan officer and sends the document list without quoting rates or terms.

B2B SaaS Sales Teams

Sera answers pricing-page questions from your content, qualifies visitors and books the right AE, logging to the CRM.

Frequently Asked Questions

How much does Twig cost?

Twig starts at $49/mo (Free Trial).

Does Twig offer a free trial?

Yes, Twig offers a free trial.

Does Twig have an API?

Yes, Twig provides an API for developers.

What does Twig integrate with?

Twig integrates with Salesforce, HubSpot, Gmail, Google Drive, Slack, Notion, Zendesk, Intercom, and more.

Is Twig cloud-based or self-hosted?

Twig is offered as a cloud-based (SaaS) deployment.

What are the downsides of Twig?

Does not quote insurance premiums or bind coverage Also, Does not quote mortgage rates or terms

Who is Twig best for?

Twig is best suited for Insurance Agencies, Dental Practices, Mortgage Lenders.

What can I use Twig for?

Common uses for Twig include answering calls after hours and during busy periods, missed-call recovery, appointment booking and lead qualification, insurance quote intake.

How does Twig compare to Layerpath?

Twig and Layerpath are both used for customer support -- specifically customer support tools. See the full side-by-side comparison for pricing and feature differences.