Front deskAI Receptionist
Captures missed calls and after-hours enquiries, asks useful follow-up questions, and prepares an owner-ready summary.
Owner outputQualified enquiry summary, urgency, missing information and draft reply.
First version- Enquiry intake
- Owner alert
- Customer draft
ApprovalNo booking, quote or promise without approval.
View receptionist
Sales intakeEnquiry Handler
Classifies email, form, social and website enquiries, extracts fields, flags urgency, and routes the next action.
Owner outputClassified enquiry record with extracted fields and routed next step.
First version- Classify enquiry
- Extract fields
- Route by urgency
ApprovalExternal replies start as drafts.
View enquiry flow
QuotingQuote Assistant
Collects missing job details, structures photos and notes, and prepares a quote-ready brief without inventing final pricing.
Owner outputQuote-ready brief with scope, assumptions and missing details.
First version- Collect job details
- Find missing fields
- Prepare quote brief
ApprovalOwner controls pricing and quote send.
View quote assistant
AppointmentsBooking Assistant
Collects appointment preferences and prepares calendar-ready options while final confirmations stay approved.
Owner outputCalendar-ready note with service type, preferences and slot options.
First version- Collect timing
- Check service type
- Prepare slot options
ApprovalCalendar commitments are approved first.
View booking fit
SalesLead Qualification Bot
Asks fit questions, scores urgency and value, and prepares the next sales action.
Owner outputLead scorecard with fit, urgency, value signals and next action.
First version- Ask fit questions
- Score lead
- Route owner alert
ApprovalSales promises and terms stay approved.
View lead automation
SalesFollow-Up Bot
Tracks stale enquiries, quotes and proposals, then prepares follow-up drafts and owner reminders.
Owner outputFollow-up queue item with stale reason, message draft and reminder.
First version- Track status
- Detect stale lead
- Draft follow-up
ApprovalOutbound follow-up starts draft-and-approve.
View follow-up
OperationsAdmin Assistant
Turns emails, notes and forms into summaries, tasks, reminders and draft replies.
Owner outputAdmin summary with action items, owners, due dates and flags.
First version- Summarise input
- Extract action items
- Create task
ApprovalSensitive actions and replies stay approved.
View admin assistant
OperationsInbox Triage Bot
Labels threads, flags urgent messages, summarises context, and prepares safe response drafts.
Owner outputInbox list with labels, urgency, summaries and escalation reasons.
First version- Label inbox
- Flag urgent
- Summarise thread
ApprovalReplies held unless a safe template is approved.
View operations fit
ReportingReporting Bot
Summarises spreadsheets, CRM changes and weekly metrics into a short owner update.
Owner outputOwner-ready report with changes, exceptions and plain-English update.
First version- Import data
- Clean fields
- Find changes
ApprovalReports reviewed before external sharing.
View reporting
RetentionReview Request Bot
Detects completed jobs, prepares review request messages, and tracks whether follow-up is needed.
Owner outputReview request queue with customer moment, timing and status.
First version- Detect completed job
- Prepare review request
- Queue approval
ApprovalCustomer messages approved until rules are proven.
Scope review requests
SupportFAQ / Support Bot
Answers safe common questions and escalates policy exceptions, sensitive issues and uncertain cases.
Owner outputSupport answer or escalation note with FAQ match and confidence reason.
First version- Answer safe FAQs
- Collect context
- Escalate edge cases
ApprovalPolicy exceptions and sensitive advice escalate.
View resources
AppointmentsAppointment Rescheduler
Parses move or cancellation requests, collects preferred times, prepares options, and drafts a reply.
Owner outputReschedule note with current booking, alternatives and draft reply.
First version- Parse request
- Collect preferred times
- Prepare options
ApprovalFinal calendar changes stay approved first.
Scope rescheduling