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 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.
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.
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