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A role you can delegate

Your AI sales assistant for service work.

Give every inquiry a place to land and every customer conversation a next step.

Assistant access depends on your connected provider, workspace role and granted permissions. Explore provider availability before connecting.

See it with your workflowExplore AI tasks
BUILT AROUND YOUR WORKFLOW

An AI sales assistant for a service business helps turn customer inquiries into organized CRM records. With a supported EazePro connection, it can save leads, update stages, add notes and set follow-up dates. It does not send customer messages or create quotes.

From an inquiry to a useful lead.

A request can arrive while you are at a job, preparing an order, or talking to another customer. Paste the relevant details into your connected assistant and ask it to create an EazePro lead. Your team can then work from the saved record.

The current connector supports lead creation and selected updates. Your assistant may need to ask for missing information before it can save the record.

Add Jordan’s window-cleaning inquiry as a lead. Save these notes and set a follow-up for October 9 at 10 a.m., Toronto time.

Keep the next step visible.

Ask which leads have a follow-up due, update a stage, or add a note from a call. A follow-up date stays with the lead, so the task is visible after the conversation ends.

  • Create and update lead details.
  • Move a lead through the existing pipeline.
  • Set a follow-up date and record notes or activities.
  • Read due follow-ups and sales summaries.

A clear boundary around customer communication.

Setting a follow-up does not send an email or text. The current connector does not perform customer sends, create quotes, or create invoices. Those jobs remain in the EazePro application while additional actions are developed.

This sales assistant focuses on your service inquiries and customer pipeline. It does not provide a prospecting database or an automated cold-calling service.