Forum Discussion
SimpleRoofing
1 month agoContributor 2
More automatic follow up and mass communication via text and call. A more complete A.I receptionist experience and been able to add a contract.
- LacyAI25 days agoContributor 3
I'd connect the receptionist and follow-ups to the same customer record. That way, a call or text can pick up where the last conversation left off, and reminders stop once someone responds or books. Start with estimate follow-ups and appointment reminders, then add a contract-signing step once the customer is ready to move forward.