Industry playbook: service businesses

Qualify requests, give clear service information, book visits or consultations and hand complex cases to your team.

Business goal

Qualify inbound requests, book the right visit or consultation, and keep a clean lead record for quoting.

Lead collection with custom fields, bookings, assistant policies and forbidden actions, handoff, webhooks to your CRM.

Services: create a service for each visit type (for example Site inspection 60 min, Initial consultation 30 min). Use Max parallel bookings for services you can run in parallel.
Qualifying fields: Name, Phone, Interested in, plus custom "Address or area" (Text) and "Urgency" (Text or Yes / No).
Rules: Forbidden Actions: "Do not quote final prices", "Do not diagnose problems". Add a policy for call-out fees and service areas.
Handoff: trigger for urgent or emergency requests, with notifications by push and email.
CRM: a New Lead webhook to your CRM.
Channels: WhatsApp for direct customers, Web Chat on your site.

A customer writes "My heater stopped working, can someone come today?".
The assistant collects area and urgency, flags urgent requests for handoff, and offers the next available visit.
Your team gets a notification, takes over if needed, and the lead is in your CRM.

State your service area clearly so the assistant can decline politely outside it.
Keep a short, specific list of handoff triggers.