What the workflow does after the right rules are connected and tested.
- Answer the call from your business number after hours, at lunch, or when everyone is on a roof.
- Work from an answer key built with you: service area, hours, spring and opener basics, pricing ranges, and what counts as an emergency.
- Capture the service address, what the door is doing, whether a car is stuck inside, and the best callback number.
- Check your connected calendar and book the visit, or transfer the call to a person on rules you set before launch.
- Answer on your website chat and on text from the same answer key, so the shop says one thing everywhere.
- Write the conversation to the same lead record your forms and missed calls already land in.
Make the next step easier to see and complete.
- After-hours callers reach something that can actually help instead of a voicemail box.
- The morning starts with captured jobs rather than a list of messages to return.
- The conversation, the source, and the next step all sit on one record.
Measure what happened after the lead arrived.
Calls answered outside business hoursCalls answered by AITransfers to a personAppointments bookedChat conversations captured
What this can and cannot do
This stays off until the answer key, calendar, transfer rules, business hours, and the required caller disclosure pass a live phone test. It is not a person. It will not diagnose a door, quote a repair it has not been given a range for, or recognise a repeat caller. When it cannot help, it hands off on the rules you set. Some states require telling callers they are speaking with an automated system, and that line goes in before launch.