← ALL LEVELSOutboundOperations

Operational calls, handled end to end.

Confirmations, reminders, missing info collection, rescheduling, and post-experience follow-up — the AI works the list while your team focuses on guests.

Operations AI
Live · pre-visit info campaign
14:34
Your AI AgentHi Maya! Confirming your cleaning Tuesday at 9am — has your insurance changed since your last visit?
What it runs

The outgoing calls you'd rather not make.

Confirm & remind

Everyone on tomorrow's schedule gets a friendly confirmation call.

Collect missing info

Insurance details, vehicle info, intake forms, arrival times.

Follow up & re-book

A cancellation or closure? The AI calls everyone affected and rebooks them.

Forms & documents

Chases unsigned forms and waivers with a call and a text link.

Surveys & reviews

Post-visit calls that capture feedback and nudge happy customers to review.

Upsell & add-ons

Offers add-ons and upgrades before the visit, not after.

Live dashboard

One task. A hundred and eighty calls.

A live campaign as you'd see it — the AI works the list while results stream in.

Pre-visit info · next week
RUNNING
0
Info collected
0
Rescheduled
0
Confirmed
0
Retrying
GuestStatusOutcome
MAMaya Alvarezcleaning · Tue 9:00amInfo collectedInsurance + forms captured
JTJon Trancrown prep · Wed 11:30amCalling…Ringing — attempt 1
RKRika Kobayashiconsult · Thu 2:15pmRescheduledMoved to Mon 9:00am
DWDevon Wrightcleaning · Fri 10:00amNo answer · retryRetry at 4:30pm
LPLena Parkwhitening · Fri 3:30pmConfirmedAll set for Fri 3:30pm
Structured, not scribbled

It fills in the blanks you'd be chasing by hand.

Validates as it goes — IDs match real formats, dates are real dates.
Pushes clean records to your practice or shop software, or a simple CSV.
Flags anomalies for a human instead of guessing.
MA
Maya Alvarez
Cleaning · Tue 9:00am · Dr. Patel
4 / 5 done
Insurance carrier & ID
Delta Dental · DD4482917
Health history form
completed by phone
Arrival time confirmed
8:45am check-in
Allergies / medications
None
New-patient forms signed
awaiting link tap
How it works

Three steps. Then it handles the rest.

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Define the task & list

Tell us what you need collected or confirmed, and who to call.

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It dials the whole list

The AI calls every person, handles the conversation, and adapts to whatever they say.

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Clean results land back

Structured records, flagged anomalies, and re-queued retries — ready to act on.

Need a different fit?

One platform, three levels. Start where it makes sense, climb when you're ready.

Inbound · Turn-Key
Every call answered, 24 hours a day.

AI handles every inbound call: answers questions, checks availability, texts booking links, and transfers to staff when needed.

Outbound · Revenue
Run and measure revenue campaigns at scale.

Launch conversational upsells, cross-sells, and package offers. Track exact conversion metrics and scale what works.

Ready to hand off the phone work?

Tell us what to handle. We'll have your first campaign live within days.

Contact us to get started