AI OPERATIONS / HUMAN-CONTROLLED HANDOFFS
AI operations configured around the way your business works.
AI lead response, qualification, follow-up, scheduling, and operational handoffs—built around your rules and connected to the systems your team already uses.
SAMPLE WORKFLOW / FICTIONAL EXAMPLE
See what happens after a lead comes in.
NEW LEAD / LANDSCAPE SERVICE / 09:14
09:14 CUSTOMER · Hi, can someone help with a spring cleanup at my property?
09:15 FIELDBUILT · Thanks for reaching out. Is this for a one-time cleanup, and what ZIP code is the property in?
09:16 CUSTOMER · One-time. 46220.
09:16 FIELDBUILT · That area is in the service zone. Would you like an estimate visit on Thursday morning?
09:17 CUSTOMER · Thursday works.
09:17 FIELDBUILT · You’re booked for an estimate visit. A team member can take over this conversation at any time.
HUMAN TAKEOVER AVAILABLE / ESCALATE TO TEAM
SYSTEM LOG / 09:14–09:17
09:14 ● Lead received
09:14 ● Contact created; source saved
09:16 ● Qualification completed; job type and service area checked
09:17 ● Appointment booked
09:17 ● CRM updated with conversation and visit
09:17 ● Owner notified; team can take over
Configured for the handoffs your team actually handles.
01 / Missed-call outreach
02 / SMS and Voice AI
03 / Lead and estimate follow-up
04 / Appointment confirmations and changes
05 / Inbox triage and routing
06 / Smart Customer Reactivation campaigns
07 / Job summaries and internal handoffs
08 / Review-request and feedback workflows
How control works
AI follows approved rules. Conversations and actions are recorded, and context passes between connected systems. Follow-up stops when a customer responds or books. Exceptions escalate to a person. Your team can pause AI and take over.