How it works
What happens when a customer reaches out — call, click, or email.
Pick the door a customer comes through and follow one real interaction end to end. Everything here shows the product as it works today — the one thing still rolling out is marked.
01
We answer when you can't
Busy with a customer, closed for the night, or short a person — the calls you'd miss get answered live instead of going to voicemail. You keep your number and forward the calls you choose.
00:02INCOMING CALL
(714) 555-0198
Forwarded from your line · after hours
Riley is on the lineNorthside Heating & Air, this is Riley. How can I help tonight?
✓Answered live — no voicemail8:41 PM02
Callers get real answers
The agent speaks from knowledge you approve — services, hours, prices, insurance, policies — and it isn't given room to invent what you haven't. It says it's an AI when the call starts.
Do you offer same-day appointments?
We often can — let me get a few details and find a time that works.
Great — it’s for a tune-up on an older unit.
HOURSSERVICESSERVICE AREAPOLICIESANSWERS COME FROM KNOWLEDGE YOU APPROVE — IT WON’T INVENT WHAT YOU HAVEN’T
03
It takes action
It captures the job, urgency, address, and callback number, then books against a connected Google Calendar — checking real availability, inside your booking hours — or files a request you confirm. It can transfer a call to the person you choose.
✓Appointment requestedTuesday · 3:30 PM · ready for your confirm8:43 PM✓Details capturedJob · address · callback number8:43 PM✓Transfer readyUrgent calls ring the person you chooseConfirmation text to the callerROLLING OUT04
You hear about it in minutes
A summary and the full transcript land in your email right after the call, and every call lands in your dashboard with an outcome. A text to your phone is rolling out.
HIGHNEW LEAD
Sarah Martinez
Requested an estimate · high urgency
CALL SUMMARY
ACTIVITY
- 8:41 PMUrgent service call captured
- 8:43 PMAppointment request filed
- 8:44 PMOwner notification sent
05
It gets smarter because you do
Questions it couldn't answer collect in one list; answer each once and it never asks again. The knowledge base is versioned, so you always know what it knew and when.
✓PhoneAnswered 24/7 · live now✓Website inquiriesSame lead list · live now✓Inbox triage & drafted repliesSame approved knowledge · live nowOne lead list. One dashboard.
Your records export with you — contacts and calls, anytime.
01
They ask the chat — or the form
The website chat is the same receptionist: it answers from your approved knowledge and, with a connected calendar, books a real slot on the spot. The quote form lands straight in your lead list either way.
northsideheatingandair.comHEATING & AIR · ANAHEIM
Fix it today, not next Tuesday.
Call nowRequest a quoteBUILT & HOSTED BY NOVADESQ · MOBILE-FIRST
02
A question becomes a lead
Chats and form submissions land next to your calls — deduplicated against people who've called before, tagged with the visit that brought them in.
QUOTE REQUEST
Alex Petrov
Furnace tune-up · west side · prefers mornings
SOURCE · WEBSITE FORM
✓Lead createdChecked against past callers — no duplicate✓First visit taggedYou’ll know what brought them in03
Same desk, same follow-up
Website leads sit beside your calls: one list, one dashboard, and your records export with you whenever you want them.
TODAY’S LEADS
8:41 PMMike R.
Phone · appointment request
9:12 AMAlex Petrov
Website form · quote request
✓One list, one dashboardExports are yours anytime — contacts and calls
01
Triage first
Incoming mail gets sorted by what it means for the business — a new job surfaces first, a newsletter doesn't. When the system isn't sure, it asks instead of guessing.
NEW LEADMaya Chen
Need a repair estimate
SCHEDULINGJordan Ellis
Change tomorrow's visit
QUESTIONWebsite form
Service area question
UNSURE? IT SURFACES THE MESSAGE INSTEAD OF GUESSING
02
A reply is drafted, not sent
Drafts come from the same approved knowledge the phone agent uses — your hours, services, and policies — so the answer matches what your business actually does. A pricing question can carry a QuickBooks estimate.
DRAFT REPLY
READY FOR REVIEWHi Maya — yes, the west side is inside our service area. I can help collect the details for an appointment request. What’s the service address and the best callback number?
✓Drafted from approved knowledgeSame rules as the phone agent03
A person approves
Your team reviews before anything goes out. Routine replies can be set to send on their own; anything about money, permits or complaints always waits for you.
HUMAN SEND REQUIRED
Nothing goes out without a person approving it.
✓You review, edit, and approve every reply✓Sent from your own addressReply-to is your mailbox · live now
INCOMING CALL
(714) 555-0198
Forwarded from your line · after hours
Northside Heating & Air, this is Riley. How can I help tonight?
What it never does
What it won’t say
is the whole product.
A receptionist you can’t trust with your customers is worth less than voicemail. These are rules the software enforces, not promises in a brochure.
- 01Invent an answer. If it isn't in your approved knowledge, it says the owner will confirm.
- 02Quote a price you didn't write down.
- 03Book when your rules say not to — it follows the never-say and safety rules you set.
- 04Store call audio by default. Transcripts and outcomes are kept; recordings are not.
- 05Charge for calls it didn't answer, or bill by the minute.
- 06Hold your data hostage. Contacts, calls and transcripts export whenever you like.
Does the math work?
The only math that matters
is yours.
Plug in your own numbers. If this doesn't clear the monthly price several times over, we'll tell you we're not your product — we only want accounts where the math is obvious.
EACH MONTH, ROUGHLY
10
bookings won back from voicemail
$1,559
of work that would have gone elsewhere
Against $249 a month, that’s 6.3× the plan. It pays for itself after 2 bookings a month.
The math is obvious here — which is the only kind of account we want.
YOUR NUMBERS, NOT OURS · NO INDUSTRY STATISTICS
Your demo
Let’s map
your call flow.
Build the right handoff.
Tell us what happens when a customer calls and nobody can pick up. We’ll turn that into a focused demo and a written scope.
Contact details are placeholders until your launch information is connected.