You hold the keys
AI that does the office work, with you holding the keys.
Your AI receptionist and office assistant drafts the follow-up, lines up the refund, and writes the reschedule. Anything that touches a customer promise or money waits for your tap. And every action is logged with who did it, what happened, and why, so you can always see exactly what it did.
TASK: FOLLOW UP ON THE ALVAREZ ESTIMATE
to: D. Alvarez · opted in to texts ✓
message: Hi Dana, your AC estimate ($1,284) is ready.
We have Thursday 10–12 open if you want the
install crew. Want me to grab it for you?
sends: now, from your business number
undo: nothing to undo if you say no
YOUR RULES // follow-up #1 with a reschedule offer = allowed on its own for estimates under $2,500
*Illustrative numbers from the default rule set and task catalog. You tune every one of them to your business.
Four control levels, in plain English
From "watch only" to "run this task", you pick the dial
Every shop starts at level one and earns trust the same way a new hire does. You can turn the dial up, down, or all the way back on any day, and the change takes effect on the next task.
It watches and summarizes
It reads what it is allowed to, writes up the queue, and flags what needs eyes. Nothing goes out. This is where everyone starts.
It drafts, you send
It writes the text, the email, and the estimate follow-up, with the exact words shown to you first. You tap send. Your name on everything.
It handles the small stuff
Reminders, follow-ups, a $40 refund, all inside limits you set. The big stuff, anything over the cap or touching a promise, still waits for you.
It runs a bounded task
"Clear the estimate queue this afternoon, $500 budget, done by 4." It works inside the fence you built, then hands you the report and the log.
| A few of the 214 tasks | 1 · Watches | 2 · Drafts | 3 · By your rules | 4 · Bounded task |
|---|---|---|---|---|
| Send appointment reminder | read-only | draft, a person sends | auto, if your rules allow | auto, inside budget + deadline |
| Send estimate follow-up | read-only | draft, a person sends | auto, if your rules allow | auto, inside budget + deadline |
| Apply $50 member discount | read-only | draft, a person sends | auto, if your rules allow | auto, inside budget + deadline |
| Apply $200 discount | read-only | draft, a person sends | never allowed | never allowed |
| Reschedule after customer notification | read-only | draft, a person sends | draft, a person sends | draft, a person sends |
| Issue $40 refund | read-only | draft, a person sends | auto, if your rules allow | auto, inside budget + deadline |
AT WATCHES & SUMMARIZES // the assistant reads what it is allowed to, sums up the queue, and flags anything risky. Nothing goes out; all six rows are read-only.
Change one input and the cell changes with it: the amount, the channel, the hour of day, the customer. That is why the $200 discount stays on human approval at every level, including the highest one. The $150 cap holds because you wrote it, not because the AI felt like it.
You approve before it sends
You approve before it sends. Every action is logged.
When the AI wants to do something that touches a customer or money, it shows you the exact message or amount first. Approve it, edit the words, or send it back. Whatever you decide lands in the activity log with your name on it. Run the shift below: three real proposals from a Tuesday morning.
TASK: FOLLOW UP ON THE ALVAREZ ESTIMATE
# every action records who did it, which rule applied, and what happened
The rules you write
You set what it can spend, what it can promise, and when it must ask you
The rules are plain switches and dollar numbers, not settings that need a technician. Write them once, and they hold on every task, every channel, and every hour of the night.
- Spend limits, set once: a $150 discount cap and a $75 refund cap by default, and it never crosses them
- What it can promise: open slots and callbacks, yes. Custom prices and guarantees, no
- The ask-first list: anything over the cap, any reschedule after a customer was told, and anything it is unsure about
- Who it can message, and when: only people who opted in, only during the hours you allow
- The log: every action recorded with who did it, what happened, and why, and undoable when it makes sense
"It drafts, I approve. Ten minutes with my coffee covers the whole office: the follow-ups, the reschedules, the small refunds. It has never sent a single thing I didn't see first, and I got 41 hours of my month back. I trust it because I can see every move it makes."
Straight answers
Questions you would ask out loud
You see it in the log, and you undo it. Actions that can be reversed carry an undo right in the log entry, and anything that touched money or a customer promise got your approval first anyway. Start at level one or two, and mistakes are structurally impossible: nothing goes out that you did not send.
Only inside a cap you set, like a $75 goodwill refund, and even then every one of them is logged with a reason. Anything over the cap, a discount, a price change, a payment, waits for a person. The cap is a hard wall, not a guideline.
It speaks in your voice and introduces itself as your answering service. If a customer asks directly, it answers honestly. You write the greeting and the tone, word for word, and anything it is unsure about comes to a person instead of guessing.
Yes, in one click, and as often as you like. Many shops run level two forever: it writes everything, your office sends everything. Busy season, turn the small stuff up. Weird week, turn it back down. The dial moves both ways, instantly.
You do, your office manager does, and anyone you give the key to. Every entry shows who did it (you or the AI), what happened, which rule applied, and the result. It is the same log whether you read it on your phone at a job site or on the office desktop.
A fence with a goal inside it: clear the open estimate queue this afternoon, stay under $500 of discounts, and be done by 4 PM. It works inside those three walls and stops at any one of them. When it finishes, you get a report of every action it took, with approvals attached where your rules required them.
The keys stay with you
Hire the office help that never sends without asking
Start with the AI receptionist answering and booking tonight, keep the dial at "drafts, you send" until you trust it, and turn it up when you are ready. Every step of the way, the log shows you exactly what it did.
No contracts. No credit card required. Cancel anytime. Free with any ServiceLine Pro marketing plan.