Capture an enquiry
Ask about the service needed and useful background. Use your business facts to answer recurring questions.
Let an AI agent answer the first questions and book a consultation while your team is busy. Keep the request and follow-up with the customer.
Find out what the customer needs.
Offer an available appointment.
Review the request, call back or ask for feedback.
Ask about the service needed and useful background. Use your business facts to answer recurring questions.
Offer a time from an attached booking page. Keep field-work scheduling rules in your own service process.
Use the browser phone and customer history for the personal conversation your team needs to have.
Configure a feedback call or message after the service. Use the response to decide whether someone should follow up.
Keep the customer profile, activity and responsible teammate together. Review the request before calling back, and record what you agreed to do next.

Ask for the details your team needs to prepare.
See contact information and the history of activity.
Book a consultation or configure a follow-up task.
Try this instructionCreate an agent for new service enquiries. Ask what help the customer needs, explain our services and offer an available consultation. Keep the request for our team.
List the information needed for a useful consultation, plus the questions the agent can answer.
Connect a number or supported chat channel. Attach the consultation booking page and instructions.
Test the conversation, booking and follow-up. Review the result with the person who will handle the customer.
Review the assistant’s configuration before enabling it. Number purchase, rental, calling and AI usage have separate charges. See usage pricing
Connect the business knowledge, conversations and follow-up your team needs in one AXL account.