Understand the request.
Capture the service, location, preferred time and missing information. Keep a requested appointment distinct from a confirmed booking.
THE NEXT CHAPTER OF CREWZUNO
Your next call.
A clear next move.
An AI front office built around service work. Bring calls, voicemail and messages into a useful handoff, with your team in control.
Interactive workflow preview. Live AI, phone and messaging connections are pending.
AI OFFICE / VOICE WORKFLOWPREVIEW
AFTER-HOURS SERVICE REQUEST
“The AC is running.
The house is still warm.”
Capture the reason for the call
HVAC serviceKeep the requested window
Tomorrow, after 3 PMGive the office the next action
Review and confirmScripted example. No live call or recording.
Phone calls Voicemail Text messages Website inquiries
FROM FIRST CONTACT TO FOLLOW-THROUGH
The conversation is
only the beginning.
Keep the context together.
Put the conversation, intake summary, reply draft and next action in one review queue.
Make the human handoff clear.
Assign an office owner, flag urgent issues and prepare the details dispatch needs. Your team decides what happens next.
TAKE THE FRONT OFFICE FOR A SPIN
Every inquiry.
One place to act.
Explore five fictional service requests. Review a conversation, edit a draft and prepare an office handoff.
Workflow preview · Scripted examples and local rules. Changes stay in this tab and reset on reload. Use example information only.
AI OfficeNorthline ServiceYOUR OPERATING RULES
Set the boundaries
before the first call.
These controls customize this preview only. They do not configure a phone service or save company settings.
A practical first rollout
Start with overflow or after-hours intake. Verify the transcript, missing details and human fallback before expanding the scope.
The assistant introduces itself as virtual. The production greeting and recording notices need to match the approved business setup.
Connection status
- Phone number
- Not connected
- AI model and transcription
- Not connected
- Text messaging
- Not connected
- Calendar and dispatch
- Preview only
A useful intake record comes before an automated action. Real availability, contact permission and human fallback must be verified in a live pilot.
A FOCUSED FIRST RELEASE
Start with one line.
Prove the handoff.
AI Office is planned as a product you can use on its own, with CrewZuno dispatch as an optional next step.
FIRST PILOT
After-hours and overflow.
Agree which calls should reach the assistant, which requests it may handle and how a person takes over.
OFFICE FOLLOW-THROUGH
Voicemail and response drafts.
Review captured details, qualify the request and approve the next action. Recordings and transcription require a connected service.
OPTIONAL NEXT PHASE
Connect the booked work.
Confirm calendar availability and the supported dispatch handoff before enabling automatic booking or record updates.
What activation needs
A connected phone and AI provider, approved business rules, messaging permissions, recording and retention choices, usage limits and a tested human fallback. This preview is not answering real calls.
BEFORE THE FIRST PILOT
Clear scope.
Useful expectations.
Can we use AI Office without switching our dispatch software?
That is the planned product structure. AI Office can be scoped separately from CrewZuno dispatch. Any connection to an existing CRM, calendar or phone system needs to be confirmed before it is offered.
Is this preview using a live AI agent?
No. It demonstrates the office workflow using scripted conversations, prepared example summaries and local rules. It does not process real calls, transcribe audio, generate model responses or send messages.
Will it automatically book every request?
The first pilot should capture a request for office review. Automatic booking comes after verified calendar access, service rules and exception handling are tested. A requested window is not a confirmed appointment.
Can we keep our current business number?
We will assess forwarding, overflow routing or a dedicated number with the selected provider. Your current number should remain under your business’s control. No number has been purchased or moved for this preview.
How will pricing work?
A pilot quote should reflect setup, expected call minutes, message volume, integrations and support. Usage allowances and limits need to be explicit. No paid plan or unlimited-usage promise is active here.
CREWZUNO AI OFFICE
Make the first conversation
a better start.
Bring the calls your office wants help handling. We’ll define a focused pilot and the human handoff.