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Front desk & AI

How the AI front desk answers your leads

What happens when a lead texts, emails, or fills out your public forms.

The Front Desk is your AI-powered inbox: every lead and customer conversation lands there, and the AI drafts or sends replies based on your autonomy settings.

Steps

  1. Open the Front Desk page to see all conversations.
  2. Click a conversation to read the thread; the AI's suggested reply (if any) appears above the composer.
  3. Approve, edit, or write your own reply — or let the AI send automatically if you've enabled full autonomy.
  4. Use saved replies (Settings → Communication) for answers you send often.

How it works

Leads arrive from your public quote/booking/contact pages, SMS to your business number, and email. The AI reads the request, checks your services, pricing, and schedule, then either quotes, offers booking slots, or asks a clarifying question. Anything it can't handle safely becomes an Exception for you to review.

Tips

  • Set autonomy per task in Settings → Automation — e.g. auto-send quotes but hold scheduling for approval.
  • The colored "handled by AI" badges show you exactly what the AI did on each record.
Still stuck? Use the help button in the bottom-right of the app to contact support — we're happy to help.