All six agents
Demand
Customer Agent
Inquiries, booking, after-hours
So your people can own the customer, not the phone tag.
- Inbound across your fitted channels: SMS, web chat, Facebook, email, and phone transcription where enabled.
- Booking and reschedules against live availability, service area, job type and deposit rules.
- After-hours capture that books inside published rules or queues a qualified morning handoff.
- Status updates in approved language: on the way, parts ordered, invoice sent.
~1 min · what the Customer Agent does, in plain English
Everything the Customer Agent handles
- Answers calls, texts and web chat day and night, and books visits into open slots on your calendar, within your rules.
- After hours, books only what your rules allow. In an emergency it pages your on-call person; its only safety line is call 911.
- Keeps a file on each customer, checks the person asking is on the account, and answers status questions from the job record.
- Sorts every request by type and urgency, solves how-to questions from your help library and hands real problems to your team.
- Welcomes new customers with a kickoff plan and training, and checks they get value early.
- Watches account health and renewal dates, runs your approved save steps and passes upgrade interest to Sales.
- Explains a bill from the invoice your office sent, sends price questions to the office and opens a case for Finance if needed.
- Asks for reviews and feedback with your approved wording, and runs customer office hours and plain update notes.
- Sends angry, injury or legal messages straight to a named person, with the whole thread, and stops replying.
- Never promises a refund, a price change or a legal outcome. A person decides those.
- Super easy to use: your team works with it inside the tools they already use, with nothing new to learn.
- Each agent can be customized for your business's specific purposes, rules and wording.
Try the Customer Agent
Pick what a customer sends, flip on after hours, and watch it get handled.
Pick a scenario
Each tab is one thing the agent handles. The demo plays the first one on its own.
The shop in this demo: Marcus owns it · Priya runs the office · Luis is the on-call tech.
10:24
Your shop
Web chat
Pick a tab above to play a conversation.
Inside your toolsJob records · shared calendar · office queue
Everything the agent does in your tools shows up here, and so does any choice it leaves to a person.
Want this in your shop? Book a free consult about the Customer Agent