Worked example

A missed call that books itself

Copperline Mechanical — two techs on calls, nobody at a desk

Tuesday, 2:14pm: a homeowner calls about a dead AC while both techs are on jobs. Here is the flow for the call nobody was free to answer.

This walkthrough follows a sample business. Where the engine is deterministic (statutory checklists, the filing calendar, the report arithmetic), the artifacts below are its actual output for the sample inputs — your dates and dollars come from your own setup.

1 · The call is answered — in Copperline's voice

Day or night. The AI front desk qualifies (system type, symptom, urgency), quotes the diagnostic fee from Copperline's real price book, and books against the live calendar. It never invents a price and routes anything unusual to a human.

Call summary — as logged

Caller
Homeowner, Duluth — "AC blowing warm since last night"
Handled
Qualified · quoted $89 diagnostic (from price book) · BOOKED
Slot
Tomorrow 10:00–12:00 · confirmation text sent

2 · If a call does slip, the text-back fires instantly

A missed call gets a text within the minute — because the lead calls the next contractor at minute two.

Email

SMS to caller (representative)

Hi, this is Copperline Mechanical — sorry we missed your call! Need help with heating or air? Reply here or grab a time: [booking link]

3 · Confirmations, reminders, and gap-refills run themselves

The booking confirms, reminds the day before, and if it cancels the slot is offered to the waitlist. High-stakes conversations — complaints, big quotes — always route to the owner with the full thread.

The takeaway

The front desk stops being three jobs nobody has time for — and the missed-call leak closes.

$1,997/mo + $1,997 one-time setup, first automation included · no long-term contract · All examples →