ANSWERING AND BOOKING ARE WHERE CHATTY STARTS

The call ends. Chatty keeps working.

Chatty identifies every customer, finds open work and money, handles the approved calls, sales, bookings, payments, and follow-up, then monitors the result, fixes what stalls, and keeps going.

CALLS · FOLLOW-UP · STATUSOWNER CONTROLLED

HOW CHATTY STARTSONE CUSTOMER RECORD

Chatty knows who is calling, what came before, and what still needs to be done.

NEW CUSTOMER: RECORD CREATED
RETURNING CUSTOMER: HISTORY OPENED

CALLS
TEXTS
BOOKINGS
ESTIMATES
PAYMENTS

EVERY PERSON WHO REACHES YOUR BUSINESS BECOMES A CUSTOMER CHATTY CAN REMEMBER

Chatty knows what they wanted, what happened before, and what still needs to be done.

Every call, text, booking, estimate, payment, request, and promise builds their record inside Chatty.

01
KNOW WHO REACHED OUT
Customer calls or textsidentify new or returning
NEW CUSTOMER
Create their record in Chatty. Every call, text, need, and next step starts adding to it.
RETURNING CUSTOMER
Open their history, greet them by name, and help with why they reached out.
02
FIND OPEN WORK AND MONEY
Your Chatty agents are not confined to one app.Connect the brands you already use. Let Chatty in. Watch them work.
- HIGHLEVEL / GHLLEADS + CUSTOMERS
- JOBBERESTIMATES + JOBS
- GOOGLE CALENDARBOOKINGS
- MICROSOFT OUTLOOKBOOKINGS
- GOOGLE ANALYTICSWHERE INTEREST BEGAN
- STRIPEINVOICES + PAYMENTS
- OPENAI / CHATGPTUNDERSTAND THE CONVERSATION
- ANTHROPIC / CLAUDEPLAN THE NEXT MOVE
03
DO IT. WATCH IT. CONTINUE.
Chatty brings you the next move and why. You approve outbound work.
1. CHOOSE THE NEXT MOVE
2. GET APPROVAL
1. CALL
2. SELL
3. FOLLOW UP
4. BOOK
5. COLLECT
1. MONITOR
2. FIX WHAT STALLS
3. VERIFY
4. UPDATE CHATTY
5. KEEP GOING · NEXT CONVERSATION

New customers never disappear after the first conversation. Returning customers never have to start over.

Many real calls begin with a question, not a booking. A customer may want a price range, be unsure which service fits, or still need to send photos, measurements, or another detail. When you give Chatty your services, pricing rules, policies, and business knowledge, your agent can answer from your company’s information, collect what is missing, send the next step, continue across calls and texts, and keep the available history, current status, and next action on the same customer record. Price, scope, scheduling, or commitments that should stay with you come back to you—without making the customer start over.

01 · CUSTOMER ASKSPrice, timing, fit, or what service they need
02 · CHATTY CONTINUESAnswers from your information and collects missing details
03 · ONE RECORD STAYS OPENCalls, texts, photos, next action, and status stay together

THE FRONT DESK IS WHERE CHATTY STARTS

Chatty agents answer, sell, follow up, book, collect, support customers, and bring past customers back.

01
Calls, texts, and customer support.
Chatty identifies new and returning customers, answers with your business name, handles questions, flags urgent requests, and stays patient when a conversation becomes difficult.
02
Sales, follow-up, and past customers.
Chatty finds open estimates, missed callbacks, quiet leads, and past customers, brings the next call or campaign to you for approval, then calls, follows up, sells, and records the result.
03
Bookings, payments, and the next conversation.
Chatty books work in Google Calendar, Microsoft Outlook, or the calendar you use, collects through Stripe, monitors what happens, fixes what stalls, and starts the next conversation.

SOLO OWNERRun Chatty directly between jobs.

OFFICE MANAGERSteer it through alerts, approvals, and nudges.

Your people stay focused on plumbing, HVAC, electrical work, installations, repairs, diagnostics, and the skilled work customers hired them to perform.

THE GUIDED WALKTHROUGHFollow one customer from first call to saved status. Nothing in it is sent, called, or booked.TRUST & RESPONSIBILITYSee how Chatty asks, acts, and records what happened.

OUR MISSION

This is for you, still at it at nine at night.

The phone was never the hard part. It was the estimate nobody answered, the quiet lead, the hole in tomorrow’s schedule. So we built a team to work that list with you—not one assistant, but agents that follow up on open estimates, call approved leads, help refill schedule gaps, bring judgment calls to you, and record what they did. You wake up to a briefing of what moved, what is open, and what needs you.

Built for owners who need a break.
Built for people who want to get ahead.
Built so callbacks and follow-up do not live only in your head.

The estimate nobody answered gets the follow-up you chose.
The customer who went quiet gets the next call or text you approved.
Calls, replies, and next steps leave a record.

7:14 PMAnswered on the second ring
7:16 PMBooked — Thursday, 9:00 AM
7:16 PMTexted them the details, and a link to add notes
AnytimeThey can add photos or reply. Chatty saves it and brings you any decision that needs your judgment.

Customer follow-up does not have to take the whole evening.

A real demo with a friend of ours. We asked Jon to take it in an accent. We did not expect him to be this good at it. Raw, one take, nothing cut.

01BUILD THE EXAMPLE AROUND YOUR BUSINESS

What kind of work do customers hire you for?

Choose one. The example will follow that kind of customer request from first contact to a saved status. No private business data needed.

02ONE CUSTOMER · EVERY CALL, TEXT, AND NEXT STEP

Which customer situation feels most familiar?

Choose your kind of work first. Then you will see three customer situations.

Choose your type of work first.

Choose the service first so the example feels like a real customer situation in your business.

WATCH YOUR CHATTY AGENT WORK

See what happens after a customer reaches your business.

Chatty keeps the contact, saved details, follow-up, reply, and next action on one customer record.

Choose a service and customer situation to start the example.

The next screen shows what Chatty does for that customer, one step at a time.

04TELL CHATTY IN YOUR OWN WORDS

What should Chatty do next?

Tell Chatty what you want handled in plain language. You will review the calls, texts, limits, and decisions before anything continues.

Watch this customer interaction before giving the next instruction.

Chatty needs the customer’s reply before it can follow your next instruction.

06 · THE CUSTOMER STATUS IS SAVED

CHATTY SHOWS ITS WORK

See what is finished, what is open, and who acts next.

For work recorded in Chatty, the customer request, calls, texts, next action, owner, status, and reason stay together.

CUSTOMER ASKEDCHATTY ANSWERED + FOLLOWED UPYOU DECIDED WHEN NEEDEDYOU SEE WHERE IT STANDS

Finish the current step to save this customer’s status.

The customer request, your instruction, and any owner decision determine what appears on the record.

MORE 01

CUSTOMERS YOU ALREADY PAID TO REACH

A list does not call the customer.

When connected, Chatty can review available CRM records and show which customers or estimates may deserve another look. You choose the records, goal, timing, attempt limits, and stop rules. Then, where outreach is approved and consent is in place, Chatty can call or text and record whether the customer booked, said later, declined, could not be reached, or still needs a person.

Finish the guided customer first.

Then you’ll see how Chatty turns past customer records into a follow-up list.

MORE 02

FUTURE · WHEN CUSTOMERS ASK AI WHO TO HIRE

Be ready when a customer’s AI asks who can help.

Personal AI agents from Google and others will increasingly research, compare, and help arrange local services. Chatty is being built to represent your company in those conversations—sharing only the services and rules you choose, collecting what is missing, and keeping price, availability, booking, and final commitments under your control.