PREVIEW

ENGAGE

Every enquiry answered.

Every visit booked.

Engage talks with your customers by chat or voice on your website, answers from your own knowledge, confirms where the job is, and books the nearest available person, day or night.

Engage chat and voice assistant booking a customer visit

01 · Problem

Every missed enquiry is a missed job.

Customers get in touch in the evening, at weekends, while your office is on another call. The ones who do get through wait for a callback, then go back and forth to find a time. Reps get booked across town from each other, and returning customers explain their whole history again.

How enquiries get lost today, and how Engage handles them
Tue 9:47 PMChat: “Leaking roof, need a quote”Missed
Sat 11:02 AMVoicemail: “Can someone come out?”Missed
Wed 2:15 PMCallback requested, still waitingWaiting
Mon 8:30 AMReturning customer explains it all againRepeated
AlwaysWith Engage: answered, qualified, bookedBooked

02 · Shift

A front desk that never closes, knows your services, and books against your team’s real availability. Your people spend their time on the visits, not on the scheduling.

03 · How it works

One conversation, from first message to booked visit.

Step 1

The customer reaches out

By chat or by voice, right on your website.

Step 2

Engage understands the job

What they need, when, and any questions, answered from your own documents.

Step 3

Confirms the address

Finds it on the map and reads it back. Nothing is booked until the customer confirms it.

Step 4

Books the nearest slot

Offers free times from reps who cover that area, closest first, and books one.

Step 5

Your team is told

The booking lands in your calendar. If a person is needed, Engage hands over and alerts your team.

Nearest rep wins

A job pin drops. Only reps whose area covers it light up, and the closer one’s times come first.

Rep ARep BRep C

Rep B · closest · free times

Thu 10:00Thu 13:30

Never double-booked

Two conversations reach for Thursday 10:00 at once. The system, not the AI, decides who gets it.

Conversation A wantsThu 10:00
Conversation B wantsThu 10:00
A -> Booked · Thu 10:00 ✓
B -> Thu 10:00 just went. Offered Thu 11:30 instead.

The system guarantees it.

Welcome back

A returning customer calls from the website. Engage already knows who they are.

🎙 Voice call started

Maria Lopez

Last visit: gutter repair · Open quote: roof replacement

Engage: “Welcome back, Maria. Shall we pick up your roof quote?”

Capabilities

What Engage does for your team.

01 / 08

Natural voice and chat

Real-time conversation in the browser. Customers can interrupt naturally, and Engage starts speaking while its reply is still being written, so there are no awkward pauses.

02 / 08

Answers from your knowledge

Add your services, prices, policies and FAQs as PDFs, web pages or text. Engage answers from them and knows which document it used.

03 / 08

Lead qualification

Captures who asked for what, when and where, and whether it is worth pursuing, following your criteria.

04 / 08

Smart scheduling

Each rep has a home base, a service radius and working hours. Engage offers the nearest free slots first.

05 / 08

No double bookings

Two conversations can never take the same slot. The system enforces it, not the AI.

06 / 08

Remembers returning customers

Recognised by phone or email, with their last enquiry, upcoming visit and history, on any channel.

07 / 08

Hand-over to people

When a job needs a person, the request is recorded once and your team is emailed.

08 / 08

Team calendar

See every rep’s week and booked visits in one view, in your local time.

04. OUTCOME

What changes for your business.

No more missed enquiries, including evenings and weekends.

Bookings in one conversation instead of a chain of calls and emails.

Shorter drives, more visits, because the nearest rep gets the job.

Happier repeat customers, who never repeat themselves.

05 · Confidence

Guardrails built into the system, not left to the AI.

Guardrails built into the system, not left to the AI.

Engage cannot book until the customer confirms the address, can only book a slot it actually offered, and offers a person after repeated failed addresses.

Every conversation on the record.

Each turn is recorded: what the customer said, what Engage answered, and what it did.

Your data, separated.

Every workspace’s knowledge and conversations are isolated. Conversation content is not recorded in traces unless you turn it on.

Enterprise sign-in.

Single sign-on and multi-factor authentication for your team.

Who it’s for

Companies whose people go to the customer.

Estimates, installs, repairs and inspections. Roofing, HVAC, plumbing, solar, pest control, cleaning, home inspections, and any team with reps in the field.

Roofing

A leak at 9:47 PM becomes a booked estimate, not a missed message.

HVAC

Enquiries that arrive after hours are answered and booked.

Plumbing

Customers get a time with the nearest available rep.

Solar

Estimates and installs booked against the reps who cover the area.

Pest Control

Captures the issue, the address and the timing, then books the visit.

Home inspection

Customers pick from times that are really free.

FAQ

Questions, answered.

What can Engage answer from my own documents?

Add your services, prices, policies and FAQs as PDFs, web pages or text. Engage answers from them and knows which document it used.

Can customers talk to it, or only type?

Both. Customers can chat or speak right on your website, and they can interrupt naturally. Engage starts speaking while its reply is still being written, so there are no awkward pauses.

How does Engage decide who to book?

Each rep has a home base, a service radius and working hours. Engage confirms the address with the customer, then offers the nearest free slots first.

Can two customers get the same slot?

No. The booking system enforces it, not the AI, so two conversations can never take the same time.

What happens when a job needs a person?

Engage hands over, the request is recorded once, and your team is emailed. The booking also lands in your team calendar.

Does it recognise returning customers?

Yes. Customers are recognised by phone or email, with their last enquiry, upcoming visit and history available on any channel.

Is my customers’ data kept private and on the record?

Every workspace’s knowledge and conversations are isolated, and conversation content is not recorded in traces unless you turn it on. Each turn is logged, and your team can sign in with single sign-on and multi-factor authentication.

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