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Full Platform Features

Everything Your Business Needs to Never Miss a Call Again

A complete AI phone agent and CRM platform built specifically for service businesses. Not just an answering service — a full business communications system.

At a Glance

Eight features. One complete platform.

Every feature is designed to work together — from the first ring to the final follow-up.

AI Phone Agent

Natural conversation, not a press-1 menu. Handles bookings, complaints, and callbacks 24/7.

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Booking Management

Collects full booking details, sends confirmation emails, and sets 24-hour reminders.

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Complaint Ticketing

Every complaint logged with a unique ticket ID, priority level, and full status tracking.

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Callback Requests

When the AI can't answer, it logs a callback request with the full query and caller details.

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Call Logs & Transcripts

Every call recorded, transcribed, and searchable. Full transcripts with timestamps.

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AI Agent Setup

Configure your services, FAQs, hours, and voice settings. Fully editable anytime.

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Automated Emails

Confirmation, reminder, complaint, and reporting emails sent automatically — no manual work.

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Dashboard & Reports

Real-time CRM dashboard with voice minutes tracking, charts, and CSV exports.

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 Feature 01

AI Phone Agent

A genuine conversation — not a press-1 menu, not a robotic script. Your AI agent uses GPT-4 level intelligence to understand what callers want and respond naturally, using your business name and services in every interaction.

  • Three call flows handled automatically — bookings, complaints, and callback requests, each with its own logic and CRM outcome.
  • Repeat caller recognition — returning callers are identified by phone number and their previous CRM record is retrieved.
  • Urgency and distress detection — the AI flags high-stress calls automatically, surfacing them in your High Priority dashboard section.
  • ElevenLabs voice output — natural, human-sounding speech. Choose from professional, friendly, or formal voice styles in your settings.
ElevenLabs Voice GPT-4 Powered 24/7 Active
Live Call — AI Phone Agent
LIVE
+1 (312) 555-01942:14 elapsed
Pest City USA  ·  Termite Inspection
AI Agent
Hi! Thanks for calling. I'm your AI assistant — how can I help you today?
Caller
I need to book a termite inspection for next week.
AI Agent
Absolutely! I can get that sorted for you. What day next week works best?
Booking flow initiated — collecting details
 Feature 02

Booking Management

The AI collects every booking detail verbally, confirms everything back to the caller, generates a unique reference number, and triggers a confirmation email — all without any human involvement.

  • Complete details captured — service type, preferred date and time, customer name, phone, email, and service address collected in a natural conversation.
  • Unique reference numbers — every booking gets a reference (REF-YYYY-NNNN) shared verbally with the caller and included in all emails.
  • Automated 24-hour reminders — a reminder email is sent to the customer the day before their appointment, reducing no-shows.
  • Status workflow in CRM — track every booking from Confirmed through In Progress to Completed, with internal notes that stay CRM-only.
Auto Confirmation 24h Reminders Unique References
Booking Detail — REF-2026-0041
REF-2026-0041
Confirmed
ServiceTermite Inspection
AppointmentJun 8, 2026 · 10:00 AM
CustomerKaren Mitchell
Phone+1 (312) 555-0194
Address2847 N Lincoln Ave, Chicago, IL
Confirmation email sent · Reminder scheduled for Jun 7
 Feature 03

Complaint & Ticket System

Every complaint handled professionally, logged automatically, and tracked to resolution. No complaint slips through and no customer is left without a response.

  • Unique ticket IDs — every complaint gets a TKT-YYYY-NNNN reference, shared verbally with the caller and included in their confirmation email.
  • Four priority levels — Low, Medium, High, and Critical. New tickets default to Medium. Critical tickets appear on the main dashboard.
  • Status workflow — move tickets from Open through In Progress to Resolved. Every status change is tracked with a timestamp.
  • Internal notes — add timestamped, private notes to any ticket. Customer-facing only through emails, not through your notes.
Complaint Ticket Detail
TKT-2026-0018
CriticalOpen
RaisedJun 5, 2026 · 3:15 PM
CustomerJames Okafor
"Service did not complete the full perimeter treatment as agreed. I paid for the full package."
Critical — also visible on main dashboard
 Feature 04

Callback Request Management

When a caller asks a question the AI can't confidently answer, it doesn't guess. It acknowledges the question, takes the caller's details, and logs a callback request so your team can follow up.

  • No guessing by the AI — if a question is outside your configured knowledge base, the AI says so and offers a callback within 24 hours.
  • Full query captured — caller name, phone number, and a summary of what they were asking is stored in the CRM with a timestamp.
  • Instant admin notification — your team is notified by email the moment a callback request is logged so nothing waits until morning.
  • One-click completion — mark callbacks as completed directly from the list view, or from the detail record with internal notes.
Callback Requests
Linda Chen
Asking about monthly maintenance plan pricing
Pending
Frank Martinez
Wants detail on bed bug treatment package
Pending
Gary Thompson
Asked if services cover commercial properties
Completed
Admin notified by email for each new request
 Feature 05

Call Logs & Transcripts

Every call your AI answers is recorded, transcribed word-for-word, and stored in your CRM. Search, filter, and replay any conversation from any device at any time.

  • Full call transcripts — alternating AI and caller lines with timestamps. Every word captured, stored, and searchable.
  • Outcome-based filtering — filter your call log by outcome (Booking, Complaint, Callback, or Unanswered Question) and date range.
  • High-priority flagging — calls where the AI detected urgency or distress are automatically flagged in red for immediate attention.
  • Linked records — each call log links directly to the booking, complaint, or callback record it created.
Call Transcript
Jun 6, 2026 · 9:42 AM · 3m 12sBooking
AI Agent · 9:42 AM
Hi, thanks for calling. How can I help you today?
Caller · 9:42 AM
I need to book a termite inspection.
AI Agent · 9:43 AM
Of course! What date and time works best for you?
Linked to Booking REF-2026-0041
 Feature 06

AI Agent Configuration

Your AI agent is fully configurable without any technical knowledge. Update your services, FAQs, operating hours, and voice settings from your dashboard at any time — changes take effect instantly.

  • Business details tab — name, type, address, and operating hours per day with Open/Closed toggles and custom time ranges.
  • Services list — add, edit, or remove any service with name, description, and price. The AI uses this when callers ask what you offer.
  • FAQ knowledge base — pre-load answers to your most common questions so the AI responds accurately every time.
  • Notification settings — choose which events trigger email alerts to your team, and where those alerts are sent.
AI Agent Setup — Services
Business Details Services FAQs Notifications
Termite InspectionActive
General Pest ControlActive
Bed Bug TreatmentActive
Rodent ControlActive
Add New Service
 Feature 07

Automated Emails & Reminders

Every important event triggers an email — to the customer, to your team, or both. Nothing needs to be sent manually. The right person gets the right email at the right time, every time.

  • Booking confirmation to customer — sent immediately with reference number, appointment date, and business contact details.
  • 24-hour appointment reminder — automatically sent the day before every confirmed booking, reducing no-shows.
  • Admin notifications — instant emails to your team for new bookings, complaints, and callback requests.
  • Voice minutes warnings — automated alerts at 80% and 100% usage so you never get caught off guard by an exhausted allowance.
  • Scheduled report emails — set a daily, weekly, or monthly report delivered automatically to your inbox.
Email Preview — Customer Confirmation
 Feature 08

Dashboard & Reporting

Your CRM dashboard shows everything happening in your business in real time. From voice minutes usage to complaint backlogs — you always know exactly where things stand.

  • 4 live summary cards — Calls Today, Bookings This Week, Open Complaints, and Pending Callbacks, each with trend vs. the prior period.
  • Voice minutes tracker — a colour-coded progress bar showing usage at Green (0–60%), Amber (61–85%), and Red (86–100%), with top-up prompts when running low.
  • Activity feed and priority alerts — the 10 most recent events displayed chronologically, with high-priority items surfaced separately.
  • Reports with CSV export — monthly summaries with totals for all activity. Download for bookkeeping or email automatically on a schedule.
Dashboard — Pest City USA
12Calls Today
8Bookings
3Open Tickets
Voice Minutes66%
198 of 300 used · 102 remaining · Resets Jul 5
Booking confirmed — REF-2026-0041 · Karen Mitchell
Complaint logged — TKT-2026-0018 · James Okafor
Inbound call answered · +1 (773) 555-0291 · 3m 12s

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