From first inquiry to next action.
Collect the details, assign the follow-up and handle the exceptions.
The starting point
An inquiry arrives after hours or without enough detail. It waits in an inbox while someone works out what to do.
What changes.
We connect intake forms, customer records, scheduling tools, and team handoffs. Incomplete or urgent requests go to a person.
A working example
Reply to customer requests
Collect the details, find an available time, and give the team a clear next step.
- Collect the details
- Choose an available time
- Give the team the job details
Demonstration. No calls, calendar bookings or messages leave the demonstration.
What we check first
We test missing details, unavailable appointments, and escalation. The related demo uses a scripted conversation and demonstration appointments; it makes no calls or bookings.
- We agree the rules for routine, incomplete, and urgent requests, including when a person must take over.
- Live booking needs verified calendars. Messaging needs approved accounts and sending rules; an inquiry alone is not a confirmed appointment.
Support after launch
We agree a support scope for intake rules, failed handoffs, and calendar or CRM changes.