Agentic

Use cases

AI for keeping customers coming back

Check-ins, renewals and win-backs sent on time, and unhappy customers spotted before they leave.

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What it does

  • Sends check-ins after a job, visit or purchase
  • Reminds customers about renewals, service plans and next visits
  • Spots unhappy replies and alerts your team right away

How it works

Connects to your CRM, booking or billing tool, and sends by email or text to people who agreed to hear from you.

When it makes sense

Customers drift away quietly, and renewals depend on someone remembering.

A job, start to finish.

  1. WhenA customer's maintenance plan tune-up is due next month.
  2. Step 1The AI sends a reminder with a link to book.
  3. Step 2If there's no reply, it follows up once more.
  4. Step 3When the customer replies, it books the visit or answers their question.
  5. Step 4If the reply sounds unhappy, it alerts your team right away.
  6. ResultPlan customers get their visits on time, and your team hears about problems early.

What it looks like in different businesses.

  • Home servicesReminds maintenance-plan customers before their tune-up is due
  • Software and servicesChecks in 30 days after sign-up and flags low usage
  • Dental and med spasBrings back patients who are overdue for a visit
  • Accounting firmsReminds last year's clients to book before tax season fills up
  • Property managementChecks in with tenants before their lease renewal
  • Online storesReminds customers to reorder when their supply is likely running low

What we set up for it.

  • Website and text chatReplies on your site, by text, and in Instagram and Facebook messages, day or night.Any website. Text messages go only to people who asked to hear from you.
  • Workflow automationThe follow-ups, reminders and copy-paste work that falls through the cracks.The tools you already pay for: CRM, calendar, email, accounting, forms.
  • AI customer supportHandles the common questions in your inbox and sends the rest to the right person.Gmail or Outlook, Shopify, and help desks like Zendesk or Gorgias.
  • Reviews and reputationAsks every customer for a review after a job and drafts a reply to every review, for you to approve.Google Business Profile, Facebook, Yelp, your CRM and booking tool.

What we report each month.

  • Check-ins and reminders sent
  • Renewals and visits booked after a reminder
  • Unhappy replies flagged, and what happened next
  • Customers who haven't responded

Questions teams ask us.

How does it spot an unhappy customer?

It reads the replies and flags complaints, cancellations and frustration to your team. It doesn't try to handle those itself.

Won't customers feel spammed?

You set how often and when. Messages go only to people who agreed to hear from you, and any reply stops the sequence.

Does it work with our CRM?

Usually, yes. We connect to your CRM or booking tool. If yours doesn't allow connections, we tell you on the plan review call.

Other departments.