How It Works

From HQ Training to Every Location

One brand-trained AI, deployed across your entire network — with local training, every channel in one inbox, and total visibility into what every AI Employee is doing. Scroll to follow a lead through the system.

Train01 / 05

Train the brand once

Your master AI Employee is trained at HQ on everything that makes your brand your brand. Change a price, script, or promo once — it deploys to every AI Employee at every location, instantly.

Franchisor HQ
Master AI Employee training
Brand voice & toneSales scripts & playbooksService catalogPricing rulesCompliance & guardrailsEscalation policy
One click · pushed to all locations
Update: “Spring promo — $99 tune-up”
pushed to every location
✓ Spring promo live
Location 0847
Austin, TX
AI live
Inherits HQ training + its own local layer:
  • Local hours & holidays
  • Service territory
  • Tech calendars
  • Local pricing
CRM Calendar Phones
✓ Spring promo live
Location 0212
Denver, CO
AI live
Inherits HQ training + its own local layer:
  • Local hours & holidays
  • Service territory
  • Tech calendars
  • Local promos
CRM Calendar Phones
✓ Spring promo live
Location 1103
Tampa, FL
AI live
Inherits HQ training + its own local layer:
  • Local hours & holidays
  • Service territory
  • Tech calendars
  • Bilingual (EN/ES)
CRM Calendar Phones
leads start flowing
Capture02 / 05

Every channel. One inbox.

Calls, texts, emails, web chat, social DMs — every lead from every channel drops into a single omni-channel inbox. One lead, one thread, no matter where the conversation started.

Phone / Voice AI
Missed calls
SMS
Email
Web chat
Social DMs
Google Business
WhatsApp
Omni-Channel Inbox LIVE
JM
Jordan M. — new lead · Location 0847
Missed call → SMS · one thread
6:42 PM · Missed call — Voice AI answered & texted back in 8 seconds
Hi Jordan, this is Riley with Apex Plumbing — sorry we missed your call! Sounds like the water heater's out. I've got a tech in your area Tuesday, 9–11am. Want me to lock that in?
Tuesday works 👍
Booked into CRM · Job #4187 · confirmations sent via SMS + email
worked instantly, 24/7
Convert03 / 05

AI works the lead. Humans close.

The AI Employee answers instantly, qualifies, and keeps the conversation moving across channels. It books what it can — and hands off the rest at exactly the right moment.

Responds in seconds, 24/7Qualifies every leadContinues across channelsAlways on-brand
Books the job

Straight into your CRM and the right tech's calendar — confirmations sent automatically.

Hands off to a human

When a conversation needs a person, your team gets it instantly — with the full context attached.

Delivers sales-ready leads

Qualified, documented, and packaged so your closers spend time closing, not chasing.

while you sleep
Automate04 / 05

The tedious work, gone

Beyond new leads, every AI Employee runs the lifecycle workflows your staff never has time for — at every location, every day.

Stop truck rolls

AI qualifies and pre-diagnoses before dispatch, so techs only roll when there's a real job.

Secure every lead

Engage in seconds — before the lead calls your competitor down the street.

Wake silent leads

Automatic, persistent follow-up on quotes and inquiries that went quiet.

Rescue no-shows

Missed appointments get rescheduled automatically — no manual chasing.

Collect reviews

The moment a job closes, the AI requests a review while the experience is fresh.

Recover payments

Polite, persistent follow-up on delinquent invoices until they're paid.

Reactivate customers

Past customers get woken up for maintenance, renewals, and repeat revenue.

Kill tedious workflows

Reminders, confirmations, data entry, and status updates — handled without a human.

every action reported
Measure05 / 05

Know what every AI Employee is doing

One command center across the whole network. Every conversation, booking, review, and payment recovered — by location, by channel, by AI Employee.

Franchise Command Center LIVE
8s
Median response
214
Bookings today
38%
Lead → booking
96
Reviews this week
Live AI Employee activity
Location 0847 · Riley
Booking a water heater install
SMS
Location 0212 · Morgan
Following up on a silent lead from Tuesday
Email
Location 1103 · Casey
Requesting a review — job closed 20 min ago
SMS
Location 0093 · Alex
Escalating a commercial quote to the GM
Handoff
Location 0415 · Jordan
Answering an after-hours emergency call
Voice
Bookings by location
Location 1103 leads the network this week
The feedback loop: insights flow back into HQ training and deploy to every location in one click — the whole network gets smarter together.
Ready to Deploy

See It Running on Your Brand

Book a demo and we'll walk this exact flow with your locations, your channels, and your CRM — and show you what your AI Employees would be doing on day one.