Home services & trades01 / 12
ENQUIRY TO JOB BRIEFTurn a job enquiry into a useful brief.
THE REQUESTA customer emails a description of a repair, installation or decorating job.
Extract the service, location, preferred dates and information still missing. Prepare the next questions using your service-area rules.
Prepared for your teamA structured job brief and a reply asking for the right details.
Your team decidesYour team decides whether the job fits, whether a visit is needed and which dates can be offered.
Inputs, scope & measures +
- Inputs to prepare
- Service list, coverage area, intake checklist, escalation contact and sample enquiries.
- What we would measure
- Time to qualify a request; missing details; requests routed to the right person.
- A sensible first scope
- Start with one service and one inbox. Urgent or unclear requests go to a person.
Home services & trades02 / 12
QUOTE TO NEXT CONVERSATIONPrepare quote follow-ups with context.
THE REQUESTAn estimate is waiting for a customer response.
Bring together the approved quote, previous messages and an agreed follow-up schedule. Draft a relevant check-in instead of a generic reminder.
Prepared for your teamA follow-up draft that references the job and any outstanding questions.
Your team decidesYou approve the message and confirm the quote is still valid. AI does not change the price or promise a start date.
Inputs, scope & measures +
- Inputs to prepare
- Quote template, current quote status, previous conversation and follow-up rules.
- What we would measure
- Draft preparation time; corrections; follow-ups approved and sent.
- A sensible first scope
- Pilot with a small set of quotes. No automatic discounts or customer commitments.
Beauty & wellness03 / 12
REPEAT QUESTION TO DRAFT REPLYAnswer service questions consistently.
THE REQUESTA guest asks about a treatment, duration, preparation or cancellation policy.
Find the relevant information in your approved service menu and policies. Draft a clear answer and flag questions outside those sources.
Prepared for your teamA service-information reply with the relevant policy or menu reference.
Your team decidesThe team checks suitability questions and confirms any price or booking details.
Inputs, scope & measures +
- Inputs to prepare
- Current service menu, business hours, preparation instructions and booking policies.
- What we would measure
- First-reply preparation time; answer accuracy; questions needing the owner.
- A sensible first scope
- Administrative information only. Personal treatment or health questions are handed to the team.
Beauty & wellness04 / 12
BOOKING REQUEST TO REVIEW QUEUEOrganise appointment changes.
THE REQUESTA client asks to book, cancel or move an appointment.
Extract the service, preferred dates and requested change. Prepare a confirmation question or reply using the booking policy.
Prepared for your teamA structured request for reception and a ready-to-review message.
Your team decidesReception checks the calendar, approves any policy exception and confirms the appointment.
Inputs, scope & measures +
- Inputs to prepare
- Booking rules, service durations, approved message templates and a calendar-access decision.
- What we would measure
- Reception handling time; missing booking details; corrections before confirmation.
- A sensible first scope
- The first pilot prepares requests. Calendar changes require an explicitly scoped integration and approval.
Hospitality05 / 12
GUEST QUESTION TO GROUNDED ANSWERKeep guest information easy to answer.
THE REQUESTA guest asks about check-in, parking, accessibility or house rules.
Retrieve the relevant property information and prepare a reply that points to the approved source.
Prepared for your teamA guest reply based on the property guide, with unresolved questions flagged.
Your team decidesYour team checks exceptions, special requests and anything not covered by the guide.
Inputs, scope & measures +
- Inputs to prepare
- Property guide, check-in instructions, parking information and current policies.
- What we would measure
- Reply preparation time; incorrect details; escalations to reception.
- A sensible first scope
- Start with common questions for one property. Access codes and personal guest records are excluded from sample testing.
Hospitality06 / 12
EVENT ENQUIRY TO EVENT BRIEFCollect the details an event quote needs.
THE REQUESTA customer asks about a group dinner, private event or venue hire.
Organise the event date, guest count, format and requirements. Draft questions for missing details using your enquiry checklist.
Prepared for your teamAn event brief and a tailored acknowledgement for the events team.
Your team decidesYou confirm capacity, availability, menu choices and the final proposal.
Inputs, scope & measures +
- Inputs to prepare
- Event checklist, venue facts, menu descriptions and proposal templates.
- What we would measure
- Time to a complete brief; back-and-forth messages; missing requirements.
- A sensible first scope
- AI prepares the information. Availability and commercial terms remain with your team.
Professional services07 / 12
NEW ENQUIRY TO PROJECT SUMMARYGive every new project a clearer start.
THE REQUESTA prospective client describes a project across an email thread or intake form.
Summarise the objective, scope, timeline, deliverables and unanswered questions. Match the request to your approved service descriptions.
Prepared for your teamA project summary, discovery questions and a draft reply.
Your team decidesYou assess fit, confirm the scope and approve fees and commitments.
Inputs, scope & measures +
- Inputs to prepare
- Service descriptions, discovery checklist, brief template and anonymised enquiries.
- What we would measure
- Time to a usable brief; omitted requirements; edits before a discovery call.
- A sensible first scope
- Suitable for agencies and consultancies. The workflow organises intake rather than giving regulated professional advice.
Professional services08 / 12
TEAM QUESTION TO SOURCE-LINKED ANSWERMake approved knowledge easier to find.
THE REQUESTA colleague needs a procedure, delivery standard or service detail.
Search a defined set of current documents and prepare an answer with a reference to the source. Flag missing or contradictory information.
Prepared for your teamA source-linked answer or a clear handoff to the document owner.
Your team decidesYour team checks the source and keeps document access and updates under control.
Inputs, scope & measures +
- Inputs to prepare
- Approved procedures, access permissions, document owners and representative questions.
- What we would measure
- Answer accuracy; source coverage; time spent finding information.
- A sensible first scope
- Start with one topic and a small document set. No answer is invented when the source is missing.
Local retail09 / 12
PRODUCT QUESTION TO REPLY DRAFTPrepare useful product and policy replies.
THE REQUESTA shopper asks about product details, collection or the returns policy.
Find relevant catalogue information and approved policy wording. Prepare a reply and identify anything requiring a stock check.
Prepared for your teamA product-information draft with a clear next action for the shop team.
Your team decidesStaff confirm stock, special orders, refunds and delivery commitments.
Inputs, scope & measures +
- Inputs to prepare
- Current product descriptions, collection information and returns policies.
- What we would measure
- Reply preparation time; factual corrections; questions requiring a stock check.
- A sensible first scope
- Live stock is used only if an agreed integration provides reliable inventory data.
Local retail10 / 12
SUPPLIER MESSAGE TO ACTION LISTKeep supplier updates from getting buried.
THE REQUESTAn email includes a delivery update, changed product details or a request for information.
Extract the relevant items, dates and requested actions into your agreed review format. Flag missing order references.
Prepared for your teamA supplier-update summary and draft task list for the shop manager.
Your team decidesThe manager verifies order details and approves any reply or system change.
Inputs, scope & measures +
- Inputs to prepare
- Supplier email samples, purchase-order references and the action-list format.
- What we would measure
- Review effort; missed actions; corrections to extracted details.
- A sensible first scope
- The pilot drafts summaries. Purchasing, payment and inventory changes remain separately controlled.
Auto services11 / 12
SERVICE REQUEST TO WORKSHOP BRIEFPrepare a clearer workshop intake.
THE REQUESTA driver describes a service request or vehicle concern in a message.
Organise the vehicle details, requested work, symptoms as reported and preferred dates. Ask for missing intake information.
Prepared for your teamA workshop brief and an acknowledgement ready for reception to review.
Your team decidesA person assesses the request. The technician handles diagnosis, safety and the actual estimate.
Inputs, scope & measures +
- Inputs to prepare
- Service categories, intake form, opening hours and escalation instructions.
- What we would measure
- Intake handling time; missing vehicle details; corrections before workshop handoff.
- A sensible first scope
- AI organises what the driver reports. It does not diagnose a vehicle or provide safety advice.
Auto services12 / 12
APPROVED SERVICE RECORD TO REMINDERDraft service reminders from approved records.
THE REQUESTYour team selects customers with a documented service follow-up due.
Use the approved record and reminder template to prepare a relevant message. Keep unclear dates or missing consent in the review queue.
Prepared for your teamA batch of individually reviewable service-reminder drafts.
Your team decidesYou check the recipient, service history, communication permissions and message before sending.
Inputs, scope & measures +
- Inputs to prepare
- Selected service records, communication permissions and approved reminder wording.
- What we would measure
- Time to prepare reminders; record corrections; drafts approved by the team.
- A sensible first scope
- Start with a limited, authorised list. No invented service dates or automatic bulk sends.