Customer intake → Operations
Every request needs
a next step.
We build the workflow between an incoming customer request and the team that acts on it. Starting with HVAC intake. Starting in shadow mode.
- Inbound lead
- Qualified
- Booked service
A workflow to work toward. Booking follows your team’s rules and confirmed availability.
The work between
A request arrives. The context needs to follow.
A call, a form or a message can leave the next person piecing together what happened. We focus on that handoff: what the customer needs, what is missing and who should act.
- Understand the request
- Bring the available intake information into a consistent structure.
- Prepare the next decision
- Classify the request and flag gaps for the person handling it.
- Keep the human in the loop
- Compare recommendations with your team’s decisions before enabling external actions.
First application
Built around the HVAC front office.
Local service requests often need a decision before a slot can be offered: service type, urgency, location and missing details. Our initial workflow puts those decisions in focus.
Working method
Observe first. Automate with evidence.
Shadow mode produces recommendations while your team continues to decide. We review disagreements together and agree on a narrow scope before any automated customer contact or booking.
Where does the handoff get stuck?
Tell us how requests arrive, who handles them and what should happen next.
Tell us about your intake