Qualify the request
Collect the service needed, the area and the best way to reach the customer. Explain your approved service coverage before promising a visit.
Built around your business
Get the right details before the visit.
Keep job inquiries, booking requests and follow-up calls connected so your office and field team can work from the same request.
A connected support dayThe next person
The next person
gets the whole story.
A customer describes a leaking tap online and calls to clarify access instructions. Keep both conversations available to the colleague arranging the visit.
Related history and a shared working Inbox help the team pick up the request with context. Internal Team conversations keep colleagues close to the answer.
Explore this part of Message →For Home servicesUseful work.
Useful work.
Clear next steps.
Build around the requests your team already handles. Start with the knowledge, channels and handoffs that make those conversations easier.
Book the configured service
Use the service durations, capacity and availability configured by the business. Let a person handle emergencies or jobs that need an assessment.
Keep access details with the request
Record useful customer-provided instructions in the conversation. Avoid putting private access information into public knowledge articles.
Follow up after the visit
Assign questions or callback promises to the right teammate. An internal AI nudge can help the owner remember the next step.
Teach it your businessGood answers start
Good answers start
with your knowledge.
Scan your website or answer the onboarding interview. Review the drafts, publish approved answers and set company-specific guidance for AI. Connect only the sources that belong in this workspace.
See how Message AI learns →“Do you serve my area?”
“How long is the appointment?”
“Can someone call me about an existing job?”
Connected context
Bring the relevant tools.
Choose connections for your workflow. Open each guide to see its actual capabilities, required permissions and setup.
Start with one real requestMake the trial
Make the trial
look like your workday.
Connect one channel, publish a small set of approved answers and invite the people who will use the workspace. Test the experience from both sides of the conversation.
- Ask a routine question your team answers every day
- Try a request that needs customer verification
- Ask for a person and review the handoff
- Continue the request through a second channel
Before you start
A few useful answers.
Does AI arrive knowing our home services business?
No. Build its knowledge from your approved information and connected sources. Review generated articles, configure company guidance and test your actual questions before enabling customer-facing replies.
Can a person take over?
Yes. Your team can handle requests that need judgment, authorization or information AI does not have. Use assignments, internal discussion and customer history to give the next person the context.
Does every connected system allow AI to make changes?
No. Read-only connections provide permitted information; they do not authorize refunds, cancellations, account changes or other actions. Check each connector’s capabilities and keep decisions with the appropriate person or system.
What does a workspace cost?
Chat, Tickets or Phones start at $5/month each with five human support agents included. Support is $10 and Business is $15. Additional services, AI add-ons and usage can be charged separately. The pricing page explains the starting costs.