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AI answering

Convert an AI call lead

Turn an AI-captured phone call into a customer, property, job, or estimate.

Missed call capture, lead conversion, and voice provider setup.

Steps

  1. 1Open AI Answering.
  2. 2Select a call lead from the lead list.
  3. 3Review the transcript, summary, urgency level, and service request.
  4. 4Create or link the customer and property.
  5. 5Convert the lead into a job or estimate when the office has reviewed it.

Tip

Emergency calls should be reviewed quickly and routed to the owner or emergency technician.

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