Workflow Story

Website Visitor to Booked Job

Turning web traffic into revenue. See how 8 features connect in this real-world workflow story.

Turning web traffic into revenue 8 connected steps
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Connected workflow

  • 1. undefined: It's 9pm and someone's browsing your website on their couch, comparing contractors. A friendly chat bubble pops up in the corner — not a generic bot, but one that knows your services, your hours, and your service area. They click it.
  • 2. undefined: The AI starts a natural conversation. The visitor asks about pricing for a specific job, whether you serve their zip code, and how soon you could come out. The AI answers every question accurately, drawing from your actual service catalog and availability — no canned responses.
  • 3. undefined: By the time the chat wraps up, you have a new lead. Their name, email, phone number, address, and exactly what they need — all captured from the conversation and organized into a clean customer record. No form submissions, no manual data entry.
  • 4. undefined: Based on the conversation, an estimate is automatically generated with the right line items, pricing, and scope of work. It lands in the customer's inbox within minutes of the chat ending — while your business is still top of mind.
  • 5. undefined: If the customer hasn't responded to the estimate by the next morning, an automation sends a friendly follow-up text with a direct link to approve and book. No one on your team has to remember to follow up — it just happens.
  • 6. undefined: The customer clicks the booking link and sees your real-time availability. They pick a morning slot that works for their schedule, confirm their address, and they're booked — all without a single phone call or back-and-forth.
  • 7. undefined: The appointment locks into your calendar instantly. It's slotted into the right service zone, assigned to a tech who's already in the area that day, and blocked off so nobody else can double-book the time.
  • 8. undefined: Your assigned technician gets a push notification with all the job details — customer name, address, what they need done, and any notes from the original chat. They show up prepared, and the customer is impressed that you already know exactly what they asked for.