SEE THE EVERYDAY WORK
One place for the next reply.
Open sample conversations from different channels, give a question an owner and preview the response.
Try the shared inbox ↗YOUR WEBSITE IS JUST THE START
Bring customer questions, bookings and follow-up into a clearer working day. Start with what your business needs, and leave room for what comes next.
SEE THE EVERYDAY WORK
Open sample conversations from different channels, give a question an owner and preview the response.
Try the shared inbox ↗MAKE IT YOUR OWN
Turn your website and customer-work priorities into a service brief with clear next steps and responsibilities.
Build your service brief ↗CLICK THROUGH A WORKING EXAMPLE
Try two example businesses. The same tools can be configured for other kinds of work.
Interactive preview with fictional customers. Changes stay in this page’s simulation; no business workspace, message, booking or payment is changed. Open the workspace separately to try its saved local records.
Follow one fictional repair inquiry through the next six decisions. Change the sample details and see what moves with the customer.
STEP 01 / 06
Open this tool in the workspace ↗Choose a business, then try the first step.
LESS CHASING. MORE CONTEXT.
Timing matters. So does knowing when to stop. Change the conditions and watch a simple follow-up rule respond.
Build a saved workflow ↗TOOLS FOR THE WORK AROUND THE WORK
Browse practical ways to handle customer questions, daily work, and steady growth. Each tool opens into a local workspace you can explore.
12 tools to explore
Clear the filters and try a broader word, such as customer, website, or appointment.
Business overview
See open conversations, appointments and outstanding work together before planning the day.
Check which inquiries need a reply before the crew heads to its next job.
Works in the local workspace. The workspace saves and checks the work locally.
Totals come from saved local records. Collected amounts represent simulated payments, not bank deposits.
One inbox
Keep the customer, message history and person handling the reply in one place.
Turn a missed-call rehearsal into a visible inquiry and prepare a helpful text-back.
Try a simulated delivery. The workflow runs locally. Messages, payments and posts do not reach an external provider.
Website chat connects local visitor and staff browsers. Email, SMS, social messages and phone events use a local simulation; no live accounts are connected.
Team calendars
Keep the service, time and responsible person together, with a check for overlapping bookings.
Assign a repair visit to an available demo technician and keep its details with the customer.
Works in the local workspace. The workspace saves and checks the work locally.
Bookings persist in the local calendar and reminders are simulated. Dates use UTC; external calendar sync, table inventory and restaurant reservation providers require separate work.
Contacts & pipeline
Organize contact details, useful tags and inquiry stages so an open opportunity stays visible.
Tag a water-heater inquiry, record the scope and move it from new to qualified.
Works in the local workspace. The workspace saves and checks the work locally.
Contacts, tags, CSV import/export and one stage per contact work locally. External address books and a separate multi-deal sales system are not connected. Pipeline detail begins around 4:28 in the reference.
Estimates & payments
Carry accepted estimate details into an invoice, then see what has been recorded and what remains.
Accept a sample repair estimate, create its invoice and record a simulated payment.
Try a simulated delivery. The workflow runs locally. Messages, payments and posts do not reach an external provider.
Invoices, discounts, private checkout links and recurring invoice schedules work locally. No card is charged; merchant processing, tax, refunds and accounting sync need separate setup.
Campaigns & social
Prepare a relevant message, choose an audience and plan when it should go out.
Draft a seasonal maintenance note for contacts tagged for that service.
Try a simulated delivery. The workflow runs locally. Messages, payments and posts do not reach an external provider.
Campaign Relay checks sourced claims and validity before approved queue handoff. Campaign sends and demo posts remain simulated; no platform accounts are connected. Ad spend and results are entered manually.
Open Social, then choose Release desk.
Open Studio, then choose Ad planning.
Follow-up workflows
Build a sequence that checks the customer’s status before sending the next reminder or changing a stage.
Wait after a qualified inquiry, then prepare follow-up only if the customer has not replied.
Works in the local workspace. The workspace saves and checks the work locally.
Saved workflows check conditions, persist waits and run while the local API is active. Outbound messages remain simulated. Generated proposals need review before saving or enabling.
AI assistance
Rehearse first-contact questions and prepare content or structure proposals that a person can review.
Practice capturing a caller’s service need, then hand the saved context to a person.
Additional setup required. The preview shows the approach. Connected generation or live providers need a separate setup.
Reception is a text rehearsal and proposals stay unsent. Optional on-device model generation requires configuration; live voice, transcription and external AI phone handling are not connected.
Open Studio, then choose Content assistant.
Choose Pages & funnels. Blog pages are edited here too.
Sites, funnels & media
Build a focused page, organize its images and connect the next action to a customer conversation or booking.
Prepare a focused service page with an approved explanation and a route to request help.
Choose Pages & funnels. Blog pages are edited here too.
Works in the local workspace. The workspace saves and checks the work locally.
Page, funnel and blog editing, media uploads, exact review and export work locally. Exports link to the local customer widget; hosting, domains, a media CDN and production publishing require setup.
Open Studio, then choose Media library.
Lessons & memberships
Bring lessons, a short quiz and progress together in a private learning space.
Create a customer care guide with a simple maintenance-check quiz.
Open Studio, then choose Memberships.
Works in the local workspace. The workspace saves and checks the work locally.
Published lessons, enrolled learner access and quiz progress work locally. Paid enrollment, emailed invitations, video streaming and certificates are not connected.
Review care
Keep an appropriate review invitation and a thoughtful reply close to the customer’s completed work.
After a sample invoice is settled, prepare a neutral request for feedback.
Try a simulated delivery. The workflow runs locally. Messages, payments and posts do not reach an external provider.
Review invitations, sample feedback and reply records stay local. Nothing is fetched from or posted to Google or Facebook, and no customer rating or ranking improvement is claimed.
Sources & outcomes
Compare recorded first and last sources with the appointments and payments that followed.
Record a referral source, then follow the sample inquiry through a booked and paid job.
Works in the local workspace. The workspace saves and checks the work locally.
Source touches are entered manually and payment outcomes are simulated. There are no imported ad clicks, tracking numbers, provider conversions or claims that a campaign caused an outcome.
Open Studio, then choose Ad planning.
GO ONE STEP FURTHER
The sample inbox lets you explore the experience without sending messages or creating an account. We can discuss the right setup for your business.
SMALL CAN BE PLENTY
A useful service page. A readable menu. Clear hours and a map. These two examples keep the essentials easy to find.
See every example ↗Services, service area & an estimate preview.
02 / SIMPLE RESTAURANT SITELucky LanternA menu, sample pickup cart & a place on the map.