Inquiry arrives
The customer calls, submits a website form, or starts a chat. The system records the source and asks only for details required by the workflow. Spam and public-endpoint abuse are screened before data reaches downstream systems.
Start a project One inquiry. One connected process.
A practical demonstration of how calls, forms, and chat can move through AI-assisted intake into a structured CRM record and a clear human next step.
AI-assisted qualification
The assistant can answer approved questions, collect name, contact, service area, business or service type, need, and timing context. It identifies cases that require a person and does not invent prices, guarantees, diagnoses, or availability.
CRM and team handoff
After required consent, the request becomes a structured CRM record. Rules may create a task, notify the right team member, or prepare a calendar step. A person remains responsible for exceptions and commitments outside the approved workflow.
Measure the whole path
Useful reporting connects source, inquiry, qualification, and outcome. Exact integrations depend on the APIs and permissions available in your current phone, CRM, calendar, and analytics tools.
Ready to improve the path from inquiry to booked job?