Lead intake agentSample Co. · exampleLiveRun logRulesTemplatesSettings
Running
10:41:58 AMTL
Leads today5
Replies sent3
Waiting for you1
Flagged1
Avg. time to first reply4 min
Current run#1043
New lead received
Website form · logged and timestamped
Script
10:41:52
Read the request
6 details found · 1.8 s
AI
10:41:53
Check service area
Spokane Valley · inside area
Script
10:41:55
Check for duplicates
No match by phone or email · new customer
Script
10:41:55
Create records
QuickBooks customer + draft estimate
Script
10:41:56
Draft the reply
"Repair estimate" template · open times from calendar
AI
10:41:57
Your approval
Nothing is sent until you approve
Person
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Send & set reminders
Follow-up on day 2 and day 7 if no reply
Script
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IncomingReceived 10:41 AM
DW
Dana Whitfielddana.w@example.com · (509) 555-0143
Website formHi, our back deck has a few soft boards near the stairs and one railing post is loose. It's about 12x16, maybe 15 years old. Could someone take a look this week or next? We're in Spokane Valley off Sullivan. Thanks!
What the AI readchecked against your rules
Job typeDeck repair · boards + railingMatches “Repairs”
Size / age~12 × 16 ft · ~15 years
UrgencySoon · loose railingSafety noted
LocationSpokane ValleyIn service area
CustomerNewNo duplicate
WantsSite visit this week or next
QuickBookscreated by the agent
Estimate E-2187 · Dana WhitfieldDraft · not sent
On-site assessmentNo charge
Deck board replacementAfter visit
Railing post repairAfter visit
Draft reply Drafting
To Dana Whitfield · Subject Re: Deck repair in Spokane Valley
Uses approved template“Repair estimate” · last edited Oct 12
Times taken from the calendar, not guessedThu 1–4 pm · Fri 8–11 am
No prices promisedQuote follows the site visit
Safety concern acknowledgedLoose railing post
Waiting for draft…