Documentation

The receptionist answers inbound calls, texts and website chat with a natural conversation. It follows an intake script tuned for roofing: greeting, issue discovery, location, property type, urgency, and inspection intent. If a caller asks for a human — or the conversation needs judgment — it hands off with the full transcript.

• Answers calls, SMS and webchat
• Roofing-specific intake script
• Knows when to hand off to humans

Configure the ZIP codes and cities your crews actually cover. Location is checked early in every conversation so estimators don't chase jobs outside your territory.

• ZIP / city-based rules
• Graceful out-of-area responses
• Configured during onboarding

Every conversation becomes a structured lead: contact details, issue, property type, urgency, source and status. Move leads through New → Qualified → Appointment → Follow-up → Won directly in the dashboard.

• Structured lead profiles
• One click status changes
• Full conversation summaries

Qualified leads are offered appointment slots and their requests land in the Appointments view with all context attached, so your office confirms instead of re-qualifying.

• Slot-based requests
• Automatic confirmations
• Context attached to every request

Workspace-level switches control the AI receptionist, missed-call text-back, appointment confirmations and follow-up reminders. They're stored on your organization and take effect at runtime.

• Per-workspace settings
• Runtime toggles
• Change anytime from the dashboard

The AI never pretends to be your office. When a conversation needs a person, it transfers the summary, contact details and qualification notes — your team picks up mid-conversation, never from zero.

• Full-context transfer
• Your team closes the relationship
• No cold restarts for customers