Back Office AI · functional demo

AI Lead Summary

Every conversation - however rambling - is run through AI extraction and comes out as the same structured lead: who, what, where, how urgent, and the recommended next step.

One structured format no matter which channel the lead came from

Claude-powered extraction with a deterministic fallback, so it works even unconfigured

The owner reads a five-line summary instead of a five-minute voicemail

When the demo finishes, the results appear with a button that takes you straight back to the toolbox.

Pick a raw conversation

"Uh hi, this is Dale... Dale Hutchins, we met at the fair maybe? Anyway the wife noticed the ceiling in the hallway has a brown spot and it's getting bigger, we're over on Cedar Lane in Fairview, the number here is 555-440-9812, we're around most evenings... oh and it's supposed to rain Thursday so, you know, sooner is better. Thanks."

Scripted demo with sample data. The real system runs the same step with live AI on your actual calls, texts, and quotes.