Ready-made setups for calls, leads and bookings.

Templates

• New lead, called within minutes

  The first reply goes out the moment a lead arrives, and our AI follows with a call.

  Starts when

  A new lead fills in a website form or a lead ad, or is added by a referral.

  1. 1The lead is texted instantly from your local number.
  2. 2Our AI calls within minutes, inside the calling hours you set.
  3. 3It asks the questions you approved and answers what you told it to answer.
  4. 4A qualified lead is booked on your calendar while they are still on the call.
  5. 5If they do not pick up, follow-up by text, call and email takes over.

  You end up with: Every new lead is reached, and the ones who are ready end up on your calendar with the notes in your CRM.

  Lead qualificationSpeed to lead

• Missed call, text and call back

  A caller you could not answer hears from you right away, then gets a call.

  Starts when

  Someone calls your business number and nobody picks up.

  1. 1A text goes to the caller from your number, with a short line on how to stop texts.
  2. 2The text says who you are and asks what they need.
  3. 3Our AI calls back within minutes, inside your calling hours.
  4. 4If they answer, it takes the details and books a time or passes the call to your team.
  5. 5The call, the text and the outcome are logged to the lead in your CRM.

  You end up with: A caller who reached voicemail becomes a conversation instead of a lost job.

  Missed callsCalls answered

• After-hours call answered

  Calls that come in when your office is closed are picked up and handled.

  Starts when

  A call arrives outside the hours you set for your team.

  1. 1Our AI answers and greets the caller with your business name.
  2. 2It answers the questions you approved, such as hours and services.
  3. 3It takes the name, number and what the caller needs.
  4. 4It books a time on your calendar, or passes an urgent call to the person you named.
  5. 5Your team sees a recording and a summary first thing.

  You end up with: You start the day with booked visits and clear notes instead of a stack of voicemails.

  After-hours calls and leadsCalls answered

• Inbound call, booked or handed off

  Our AI answers the call, then books the visit or brings in a person.

  Starts when

  A customer calls while your team is busy, on another line or away from the desk.

  1. 1Our AI picks up in your business name and says it is an AI if the caller asks.
  2. 2It answers routine questions and takes the details you need.
  3. 3It offers real open times from your calendar and books one.
  4. 4If the caller asks for a person, it says a short note first and passes the call to your team.

  You end up with: Routine calls are handled and the calls that need a person reach one, with the notes already written.

  AI front deskCalls answered

• Old lead revival

  A campaign works through leads and past customers who went quiet.

  Starts when

  You pick a list of old leads or past customers and start a campaign.

  1. 1We write the opening text and the call script in your words, and you approve them.
  2. 2The campaign texts and calls the list inside the calling hours you set.
  3. 3Voicemail drop covers the people who do not answer.
  4. 4People who reply or pick up are booked, and the rest get follow-up until they answer or opt out.

  You end up with: A list that sat unused turns into replies and booked appointments you did not have last week.

  Lead reactivationFollow-up

• Quote or estimate follow-up

  A quote that went quiet gets a polite nudge until the customer answers.

  Starts when

  A quote or estimate goes out and the customer does not reply.

  1. 1A short text goes out that refers to the quote you sent.
  2. 2A call and an email follow on the plan you approved.
  3. 3A reply goes to your team with the whole history in your CRM.
  4. 4Follow-up stops when the customer books, replies, says no or texts STOP.

  You end up with: Quotes get an answer, yes or no, instead of sitting in an inbox.

  Lead reactivationFollow-up

• Appointment reminder

  Reminders go out before a booked visit so people remember to come.

  Starts when

  An appointment is booked on your calendar.

  1. 1A confirmation goes to the customer when the booking is made.
  2. 2A reminder goes out before the appointment, in words you approved.
  3. 3If the customer needs another time, the AI offers open slots and changes the original booking.
  4. 4The calendar and your CRM stay in step, so there is one appointment and not two.

  You end up with: More booked visits happen, and your calendar shows the real plan for the day.

  Appointment remindersBooking

• No-show recovery

  A missed appointment gets a follow-up to book another time before the lead goes cold.

  Starts when

  An appointment time passes and the customer did not show.

  1. 1The appointment is marked as a no-show in your CRM.
  2. 2A text goes out that offers to rebook, in a friendly tone you approved.
  3. 3A call follows if there is no reply.
  4. 4A new time lands on the calendar, or follow-up stops when they say no or text STOP.

  You end up with: People who missed a visit get a second chance, and you see how many came back.

  Appointment remindersBooking