Use case

Quote Request Intake

Quote requests arrive with missing details and create back-and-forth before anyone can respond.

What the receptionist captures

  • Scope
  • Address or service area
  • Photos or access notes when applicable
  • Preferred quote window

What happens next

The call becomes a review-ready quote request with the details staff need first.

  • Create a quote request
  • Route site-visit needs
  • Attach caller context

Guardrails

  • No final quote on the call
  • No timeline or availability guarantees beyond configured rules

Put it on a real call path

See how it sounds in the demo.

The public demo is mock-only, but it shows how an AI receptionist captures context and creates a next step without touching real customer records.