Custom
Automates your business's own workflow, the one that doesn't fit in any box.
That one step only your shop does
Every shop has a routine nobody else has, and it gets explained to every new hire.
There's the late-night call to the on-call tech, the check before taking a job outside your area, the order you ask three questions in because one depends on another. It's not a textbook case. It's how your shop works. Nobody has ever written it all down; it lives in two people's heads, and it falls apart the day one of them is off.
Lea · Summit Air's AI receptionistIncoming call · Saturday 11:50 PMOur heat stopped, it's 30 degrees out, and we have a newborn at home.
I'm so sorry. With a baby at home, this is a priority. I'm texting our on-call tech right now.
Thank you. How long will it be?
Jason, our on-call tech, has your details. He'll call you within 15 minutes with an arrival time.
It learns your process, exceptions included
The other skills come ready-made. This one is built around how you work, which is exactly the part that can't be packaged.
- It follows your steps and rules, the odd ones too.
- It chains steps: if this happens, then do that.
- It connects to the tools that process runs on.
- It tells the normal case from the exceptions you've planned for.
- It uses the other eight skills instead of repeating them.
- It changes when your process changes, without starting over.
How it gets built
There's no catalog here. What gets defined is your process, and what it means for it to work.
The process
The steps, told the way you'd explain them to a new hire.
The exceptions
The odd cases and what to do with them, which is where things usually break.
The connections
Which tools are involved, and what it can read or update in them.
The agreement
What working means, and the scope. Agreed before anything is built.
Your process, done the same way every time
It stops depending on the one person who knows it. What was a habit gets written down and carried out.
- Your own process, working by phone and by text.
- The same rules at 9 AM and at 2 AM.
- The process written down, maybe for the first time.
- A scope agreed before we start, with no surprises.
- Something you can change when your business changes.
When off-the-shelf isn't enough
Custom steps in where the process is yours alone, almost always on top of another skill.
Where the limits are
We'd rather you read it here than find out on a demo. Custom isn't "we do everything." It's one specific process, agreed up front.
- It doesn't turn itself on. We define it with you and build it.
- It doesn't guess your process. What isn't spelled out, it doesn't do.
- It can't connect to just anything. The tool has to allow a connection.
- It's not unlimited. The scope is agreed up front, so you know what's in and what's out.
- It doesn't replace the other eight. It builds on what they already do.
What everybody asks
Six questions from anyone with a process that doesn't fit any box.
Tell us your process
If you can explain it step by step, we can look at it. Start by telling us.
It never works alone
Custom is built on top of the others: it books, recognizes or texts with them and adds the part only your shop does. Here are the other eight.
Handles the questions your customers always ask, without guessing or making things up.
Learn more ›Checks your real calendar, books the job, moves it or cancels it. All by voice.
Learn more ›Collects the caller's name, number, address and job details, and puts them in your CRM.
Learn more ›When it can't help, it says so and passes the call to a person.
Learn more ›Gets the whole problem on the first call, so your tech shows up ready.
Learn more ›Texts a quote, estimate, financing link or directions during the call.
Learn more ›Recognizes repeat callers and pulls up their history before saying a word.
Learn more ›Turns every call into data: what gets asked, what gets missed, what to fix.
Learn more ›