Service playbook
AI customer support assistants.
Answers overflow chat, SMS, and inbound email when staff is off the clock or pinned to a chair, with the AI-disclosure + consent layer baked into the first reply. Threads stay tied to the contact record, so the next staff member reads the full conversation before the customer repeats themselves.
Wired into the stack the business already pays for. Outcome-priced, not hours-priced.
What it does
Six capabilities, all wired into the tools you already pay for.
- 01
Overflow + after-hours chat coverage — triage continues when the front desk is off-shift.
- 02
AI-disclosure + consent on the first reply, not bolted on after the lead is captured.
- 03
Captures contact + intent from free-form text; updates the CRM record, not a parallel spreadsheet.
- 04
Routes overflow inquiries by urgency queue, not by which phone line happens to ring first.
- 05
Sends a one-line reply inside five minutes; long replies stay off-hours until a human is on shift.
- 06
Hands the thread to staff at open with the transcript attached — front desk never asks the customer to repeat.
How a lead moves through
A worked example, end to end.
Not a marketing description — the same flow we wire into the engagement, step by step.
- 01
After-hours query
A patient DMs the dental practice at 11 p.m. — "do you take walk-ins for a crown that came off?"
- 02
Disclosure + intake
The assistant opens with the disclosure, asks the patient's name, the practice on file, and a one-line description of the issue.
- 03
Routing + record write
The assistant scores the case as urgency-eligible, opens a contact note in the CRM, and queues the thread for the first-shift front-desk reader.
- 04
Warm handoff at open
At 9 a.m. the front desk sees the queued thread with the transcript, the CRM record, and the suggested next response attached.
Which verticals use this most
Where it earns its keep, today.
Each vertical links to a live case study when one exists, and to the vertical landing page that scopes the playbook.
Start the conversation
Tell us the one outcome you'd price this against.
We'll come back with a one-page quote — the outcome, the volume assumption, the wiring list, and the price. No deck, no discovery call tax before you've seen it.
Quote arrives within one business day.