AI Assistant
Answer enquiries straight away
Replies to customers, parents or patients, collects their details and passes them to your team.
Missed calls and slow replies. People go elsewhere. Every enquiry answered and passed to the right person.
- The problem
- Enquiries arrive while you are teaching, with a patient, on a job or closed for the day. By the time someone replies, people may have gone elsewhere.
- What we build
- An assistant set up with your approved answers replies straight away, asks for the details your team needs and hands the conversation to a staff member with a short summary.
Watch it in action
Example: A 7:48 pm website enquiry becomes a lead summary, a call-back for Sam and a draft quote that waits for the owner to approve.
Conversation
Handed to Sam-
Priya · 7:48 pm
Hi, the power keeps cutting out in our kitchen when the oven is on. Can someone come out this week?
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Assistant · 7:48 pm
Sorry to hear that. I can pass this to our team now. What’s your name and suburb?
-
Priya · 7:49 pm
Priya Nair, Marrickville
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Assistant · 7:49 pm
Thanks Priya. What’s the best number for the electrician to call you on?
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Priya · 7:49 pm
0491 570 156. Do you charge a call-out fee?
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Assistant · 7:49 pm
Yes, the call-out fee is $95, and it’s credited to the job if you go ahead with the work.
Approved answer: call-out fee -
Priya · 7:50 pm
OK. Roughly how much is a new switchboard?
-
Assistant · 7:50 pm
That depends on what the electrician finds, so I’ve passed your question to the team. Sam can call you tomorrow before 11 am. Does that suit?
Handed to staff: pricing question -
Priya · 7:50 pm
Yes, that works. Thanks!
Lead summary
- Name
- Priya Nair
- Suburb
- Marrickville
- Phone
- 0491 570 156
- Request
- Kitchen circuit trips when the oven is on
- Timing
- This week
- Follow-up
- Call tomorrow before 11 am
- Answered
- Call-out fee (approved answer)
- For staff
- Switchboard pricing question
- Source
- Website chat, 7:48 pm
Staff follow-up
Call Priya Nair about the tripping kitchen circuit
Customer asked about switchboard pricing. Call-out fee already explained.
Draft quote Q-219
For Priya Nair · prepared from the price list
- Fault-finding, up to 1 hour
- $165
- Replace faulty RCD, if required
- $210
- Total incl. GST
- $375
Kestrel Electrical and everyone shown are fictional. Changes stay on this page and nothing is sent.
How we set it up
Agree what it can say
We write the approved answers together: services, hours, fees and the questions it should ask.
Connect your channels
Website chat first, plus phone or messaging where they are part of the project.
Set the handover rules
Who gets which enquiries, what counts as urgent and what needs approval.
Review and improve
Conversation records show what people ask, so answers keep improving.
What it can include
Phone answering, messaging and quote drafting are scoped to each project, because they depend on your phone system, channels and pricing rules.
- Website chatReplies on your website using answers you approve.
- Enquiry detailsCollects name, contact details, the request and timing.
- Approved answersAnswers common questions about services, hours, fees and enrolments.
- Staff handoverPasses conversations to a person with a summary, so nobody repeats themselves.
- Phone answeringScoped per projectAnswers calls, takes details and routes urgent calls.
- SMS and messagingScoped per projectHandles enquiries from text and messaging channels.
- Quote draftingScoped per projectPrepares draft quotes for a person to approve before anything is sent.
Common questions
Will it tell people things we have not approved?
It answers from the information you approve and hands anything else to your team. You can review conversations and change the approved answers at any time.
Can it send quotes on its own?
No. Where quote drafting is part of the project, drafts go to an owner or staff member, who approves them before anything is sent.
What happens with urgent requests?
Handover rules decide who is told and how. For example, after-hours emergencies can be flagged to an on-call phone number.
Discuss an AI assistant
Tell us what takes up your time. We’ll reply by email to set up a chat.
- We read your notes
- We talk it through
- You get a written proposal
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