AI agents
Three agents prepare the routine work. Your shop sets the rules.
Intake, estimate, and follow-through agents draft tickets, estimates, invoices, and customer texts from the record. Anything that commits the shop waits for a person, and every action shows its work.
Capabilities
What’s included
Intake agent
Drafts the customer, device, and ticket from a first text or a walk-in. Asks when a customer has two of the same device, a required field is missing, or a condition should not be guessed.
Estimate agent
Drafts the estimate from the technician’s findings, stock on hand, and pricing rules. Offers alternatives. Never sends a price without approval.
Follow-through agent
Prepares the next update, the invoice, and the pickup text from the repair’s state. Holds a message when a reply or a policy says it should not go out.
Control by design
Start with every action in review. Allow selected low-risk actions to run on their own when the team is ready. Customer, price, purchasing, refund, and payment commitments can stay approval-gated.
How it works
How a shop uses it
- 1
Set the rules
Pricing, messaging, purchasing, and approval policies decide what an agent may prepare and what it may run.
- 2
Review the queue
Proposed actions, questions, and held items wait in one queue with the records they touch.
- 3
Read the history
Every action records its source, the proposed change, the rule used, the approver, the result, and the correction path.
Common questions
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Related
What usually matters next
Customer messaging
Estimates, status updates, approval reminders, payment requests, and pickup notices are sent from the ticket. Replies come back to the same ticket, and the whole conversation is on the customer.
Read moreEstimates and approvals
The technician’s findings turn into a reviewable estimate. The customer approves it by SMS link, revisions stay attached, and approval converts the estimate to the invoice.
Read moreTeam and permissions
Every action names the person or the rule behind it. Give the counter, the bench, and the owner the rights their jobs need, per location.
Read more
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