How it works

From “AI tool” to working system

The magic isn’t the model — it’s the workflow. We implement a system that fits your business rules, customers, and tools.

Capture
Voice agent answers after-hours and overflow calls. Marketing systems capture leads from ads and reactivation.
Qualify
Service area, urgency, job type, and fit — with rules tailored to your team.
Book
Create tickets, route to the right person, or schedule directly — based on your preference.
Follow Up
Automated SMS/email sequences that keep working until the customer books or opts out.
Report
Weekly visibility: what came in, what booked, what didn’t, and where to improve.

1) We map your workflow

We capture your service area rules, emergency criteria, intake questions, routing logic, and CRM fields — so the system behaves like a knowledgeable teammate.

  • Emergency vs can-wait decision rules
  • What details you need for dispatch vs estimates
  • Who gets notified, when, and how
  • Data mapping into your CRM/ticketing

2) We deploy and integrate

We implement the voice agent and/or marketing automations and connect them to your tools.

  • Phone routing (after-hours / overflow)
  • CRM tickets, tags, dispositions
  • Calendar scheduling (optional)
  • SMS/email follow-up and reminders

3) We iterate based on real calls

The first version gets you live quickly. Then we optimize based on transcripts, outcomes, and what your team sees day-to-day.

  • Refine questions to reduce back-and-forth
  • Improve routing and escalation precision
  • Increase booking rates with better follow-up

4) You get clarity and ROI

We track what came in, what booked, and what to improve — with reports you can actually use.

  • Lead/call volume and disposition
  • Booking conversion and response speed
  • Attribution (for marketing services)

Want to see a live example?

We’ll walk through a demo tailored to your business type, call patterns, and service area.