Built for service businesses — and the agencies that run them

Clinics

Patient inquiries and appointment requests arrive by email and WhatsApp throughout the day. AI classification and appointment detection surface them immediately, while the approval queue keeps every reply under staff review before it reaches a patient.

Consultants

New inquiries and scheduling requests become leads and appointments automatically, so nothing sits unread between calls — and the unified customer timeline gives you the full history the moment a client reaches back out.

Local service businesses

The service catalog and client subscriptions track what you offer and who's signed up, while lead capture, appointment detection, and the Money Map worklist handle the steady stream of inbound requests and at-risk accounts.

Staffing & recruiting

High email volume from candidates and clients is classified and drafted automatically, with a human approval step ensuring every response is reviewed before it goes out — and escalation for anything sensitive.

Agencies

The Agency Managed Operations layer lets one team run onboarding, module entitlement, and portal hand-off for every client business from a single platform — with the same AI Front Desk, scheduling, and Money Map running underneath each one.

Trades

Quote requests and appointment scheduling that used to live in a shared inbox become tracked leads and appointments across email and WhatsApp — with a client portal so customers can see what's active.