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Feature architecture

One operating surface for intake, conversion, and customer coordination.

Use capability stacks that fit your workflow maturity, then expand with vertical-specific playbooks.

Intake and Response

Capture inbound demand across channels, qualify quickly, and route to the right team or automation path.

Unified Inbox

Manage SMS, email, social, voice, and widget conversations from one queue.

AI Qualification

Collect issue details, urgency, and service context before handoff to dispatch or sales.

Voice Reception

Handle inbound calls with guided AI voice flows and configurable escalation rules.

Operations and Conversion

Standardize how your teams book work, follow up, and keep customers informed through completion.

Scheduling Automation

Confirm appointments, manage reschedules, and keep customers updated automatically.

Workflow Orchestration

Build repeatable operational playbooks for reminders, re-engagement, and handoffs.

Performance Visibility

Track response operations and conversion activity in one operational dashboard.

Governance and Trust

Run automation confidently with tenant isolation, access controls, and activity visibility.

Security Controls

Use encryption, auditability, and role-based permissions designed for operational teams.

Vertical Playbooks

Deploy structured workflows tailored to home services, automotive, and legal intake operations.

Vertical execution playbooks

HVAC

Route urgent issues fast, capture job details clearly, and reduce dispatch friction.

Plumbing

Flag likely emergency calls for fast follow-up and guide customers through the service timeline.

Roofing

Absorb storm-driven call surges, triage active leaks, and keep insurance claims documented.

Legal Intake

Capture more potential cases with confidential intake, conflict checks, and urgency triage.

Lawn & Landscape

Coordinate recurring work and keep seasonality communication consistent.

Pest Control

Book treatments fast, qualify severity, and keep quarterly plans on schedule.

Pool & Cleaning

Run recurring routes and turnovers with consistent scheduling and clear scopes.

Automotive

Move from intake to approved work with transparent customer communication.

Ready to apply these features in your workflow?

Start with a free trial and validate the automation paths that matter most for your operation.