YOUR BUSINESS ONLINE. LOOKED AFTER BY PEOPLE.Plan a conversation ↗

YOUR WEBSITE IS JUST THE START

Less chasing.
More time for
your business.

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

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 ↗

MAKE IT YOUR OWN

Choose the help you need.

Turn your website and customer-work priorities into a service brief with clear next steps and responsibilities.

Build your service brief ↗
01 / Welcome the inquiry02 / Make the plan03 / Keep things moving

CLICK THROUGH A WORKING EXAMPLE

One customer.
Six useful next steps.

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.

CUSTOMER JOURNEY PREVIEW

From the call you miss to the job you finish.

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.

Follow up when
it makes sense.

Timing matters. So does knowing when to stop. Change the conditions and watch a simple follow-up rule respond.

Build a saved workflow ↗
InquiryWait 24hCheck reply

Browser simulation. No reminder is sent.

TOOLS FOR THE WORK AROUND THE WORK

Find the tools for your day.

Browse practical ways to handle customer questions, daily work, and steady growth. Each tool opens into a local workspace you can explore.

Works in the local workspace

Business overview

Know what needs you next.

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.

What works here?

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.

Try a simulated delivery

One inbox

Pick up the conversation, not the search.

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.

What works here?

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.

Works in the local workspace

Team calendars

Give the next appointment a clear place.

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.

What works here?

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.

Works in the local workspace

Contacts & pipeline

See who is ready for the next step.

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.

What works here?

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.

Try a simulated delivery

Estimates & payments

Make the scope and the balance easy to follow.

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.

What works here?

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.

Try a simulated delivery

Campaigns & social

Make the next message worth receiving.

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.

What works here?

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.

Works in the local workspace

Follow-up workflows

Give a good process a repeatable next step.

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.

What works here?

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.

Additional setup required

AI assistance

Start with your facts. Keep your judgment.

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.

What works here?

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.

Works in the local workspace

Sites, funnels & media

Give every offer somewhere useful to land.

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.

What works here?

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.

Works in the local workspace

Lessons & memberships

Give useful knowledge a home of its own.

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.

What works here?

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.

Try a simulated delivery

Review care

Make room for real feedback.

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.

What works here?

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.

Works in the local workspace

Sources & outcomes

See the path behind the number.

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.

What works here?

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

Explore a clearer customer conversation.

The sample inbox lets you explore the experience without sending messages or creating an account. We can discuss the right setup for your business.

EXPLORE THE POSSIBILITIES

A helpful next step for every inquiry.

Try the sample shared inbox to explore customer conversations. To discuss your own website or business tools, contact us directly.

Try the inbox preview ↗ · Contact us ↗

SMALL CAN BE PLENTY

A great starting point
doesn’t need 20 pages.

A useful service page. A readable menu. Clear hours and a map. These two examples keep the essentials easy to find.

See every example ↗
01 / SIMPLE SERVICE SITEClearline
Plumbing ↗

Services, service area & an estimate preview.

02 / SIMPLE RESTAURANT SITELucky Lantern
Kitchen ↗

A menu, sample pickup cart & a place on the map.