Back Office AI · functional demo

Owner Notifications

The moment a lead is captured on any channel, the owner gets a text and an email: who it is, what they need, how urgent, and the number to call back. See what lands on the phone.

Text plus email, sent the moment the intake finishes

Urgent leads are labeled so the owner can triage from the lock screen

Every alert includes the callback number and a recommended next step

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

Pick a captured lead

Lead captured by the voice assistant at 9:42 PM: leaking water heater, Springfield, Sam Rivera, wants help tonight.

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