Workspace
Settings
Appearance
Theme
Synced with the gear menu on every page.
Business
Who the AI works for
The price book the AI quotes from lives here too — she never invents a number you didn’t set.
Voice & AI
Your front desk
Business line(555) 200-1100
Answering24/7 — every call
Hot-lead transfer toYour cell · (555) ···-··84
AI self-disclosureAlways on required
Recording & AI-analysis noticePlayed on every call, all states required
The AI introduces herself as an AI on every call and message. This isn’t a toggle — it’s policy.
Autonomy
Training Month
Your AI’s first month is training month — she’s learning your prices, your tone, your procedures. Everything external gets your tap while she earns your trust. Graduate each category when it’s ready; dial back anytime, instantly.
Booking confirmationsReady to graduate 23 approved · 96% untouched
Routine replies & textsTraining 14 of 20 approvals
Review requestsTraining 6 of 20 approvals
Follow-up nudgesTraining 9 of 20 approvals
Money movementAlways yours locked
Teaching the AI (knowledge)Always yours locked
Reactivation batchesAlways yours locked
Graduated categories auto-send with a 60-second undo window. Anything unusual is still held for you — and money never graduates, ever.
Graduation
When a category graduates, you'll get the moment it earned: the numbers, the date, a certificate worth sharing.
Emergencies
Words that ring a human
no heat
gas
flooding
sparking
These words skip every queue and ring a human. Test it any time.
[proposed] target: rings your phone in under 30 seconds
Coverage
When you step away
Vacation modeJul 20 · Jul 27
Anna keeps booking around your dates and sends one daily digest at 6p. Nothing else rings you.
Overflow-only mode
Anna answers only after 3 rings or after hours. Your desk stays in charge.
Team
Logins
J
Josh — owner
full access
KD
K. Diaz — office
inbox + calendar, no money actions
Growth includes up to 3 logins. Need 10 and per-crew dashboards? That’s Multi.
Goals
Revenue targets
Drives the progress bars on Home and Reports.
Deposits
Deposit defaults
Anna asks for these on the booking call. Change a number here and she quotes the new one on her next call.
Plan
Growth
Every AI agent, run for youIncluded
Database reactivationIncluded
LoginsUp to 3
Ads ManagementAdd-on · off
Local SEOAdd-on · off
Pricing & plan changes live on the secure checkout, linked here when your workspace goes live. All sales final · cancel anytime.
Connected
Under the hood
Calls & textsTwilio Live
PaymentsStripe Live
DataSupabase Live
AIClaude · Anthropic Live
Connected & import
Bring your books and history
QuickBooksinvoices + payments · preview before commit
Jobberjobs + customers · preview before commit
Housecall Projobs + customers · preview before commit
CSV importany spreadsheet · preview before commit
Free migration: we move you in about an hour, hand-checked.
Trust center
What's always true
AI disclosureAlways on not removable
Call-recording noticePlayed on every call
Consent recordsEvery yes, logged with source and time
One-click export
Your data is yours.
Open API Multi plan
API keys and webhooks for your own tools. Included with Multi alongside custom dashboards and up to 10 logins.
Danger zone
Pause all agents
Stops every AI action until you resume.
Export workspace data
Contacts, deals, calls, and messages — yours to take.