1
Connect the real source
Use a verified business inbox, phone line, estimate system, or job calendar. A message is never sent from a pasted guess about customer status.
How your setup works
Approve the playbook once. Stay in the conversation.
The downloadable setup packages guide you through connecting your own business systems. The owner stays in charge of the rules and steps in when the conversation needs judgment.
2
Set your boundaries
You approve the message, timing, business hours, channel, and cases that need a person. A change to those rules needs fresh approval.
3
Run the routine
Once the connected workflow is enabled, eligible follow-ups can go out without a new copy-and-paste task each time.
4
Stop and hand back
Replies, bookings and opt-outs stop the old reminder. Routine questions follow your approved replies. Anything that needs your judgment comes to you. A decline or owner pause also stops the reminder; uncertain delivery goes to a person.
ChatGPT + Claude
Two AI paths. One customer outcome.
The free setup files are available for ChatGPT Work and Claude. Your account needs a compatible email connection and a successful send test before the automation can run. Native schedules and connectors differ by account and plan.
SMS and voicemail require a connected business phone provider; neither AI app receives every call by default.
The site delivers setup files. Your own supported accounts perform any sending after you connect and test them.
Start with your customer emails.
Get the free setup for ChatGPT or Claude. Connect your business email, approve your replies and run a test.
Get the free setupStarter, Complete, and the separate phone setup kit are available on the pricing page.