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Skip to the guided customer example
TheChattyAI
See a customer journeySee a customer journeyPast leads and recordsPast leads and recordsWhy ChattyWhy Chatty
Call TheChattyAI · (877) 839-6798
ONE CUSTOMERREADY
Choose your type of work
SEE MORE OF WHAT CHATTY HANDLES
STEP 1 OF 6SYNTHETIC
GUIDED EXAMPLE · 1/6Choose your type of work
WHAT THIS GUIDED EXAMPLE SHOWS
Customer journey
Synthetic example · no real customer or business data
Calls, texts, and follow-up
Simulated conversation · no call or message is sent
Your Owner Board and customer records
See what Chatty handled, what is still open, and what needs you
Past leads and customer records
500 synthetic records · possible work, not booked revenue
Future customer search through AI
Future example · no AI search, quote, booking, or payment occurred

This example does not contact a customer, book work, change a connected business tool, or count possible work as earned revenue.

FOR SERVICE COMPANIES BUILT ON SKILL AND REPUTATION

Your CRM is full of money you already earned.

Unsold estimates. Customers who never got a callback. Leads nobody worked. Chatty runs inside the GHL or CRM you already pay for, finds them, and works every one until it has a final answer.

Calls answered. Texts returned. Estimates chased to an answer. And a sales team that calls back everyone waiting, then closes the ones who are ready.Hand them a list, a spreadsheet, or your whole CRM. They read all of it, work it, and dial only on your say-so — inside the tools you already run on. Every customer ends up in one place with a next action and the reason behind it. You keep your systems, your number, and the final say.

THE GUIDED WALKTHROUGH BELOW IS SYNTHETIC · NOTHING IN IT IS SENT, CALLED, OR BOOKED
THE CUSTOMER SIDE OF THE BUSINESSNew calls. Returning customers. Follow-up. Calendar help. Records. Outbound sales on the days you choose.+

Chatty can answer new customers, pick up past conversations, help reschedule work through the calendar you connect, follow up on estimates, and call the lead lists you choose.

You choose the hours, services, follow-up, approvals, stop rules, and alerts. Your Owner Board shows customer work from the tools you connect: what is open, the next action, and the decisions that need you.

Inside your app, ask Chatty what is overdue, find a customer, open a call, check the schedule, or review a campaign. Then tell it to place the call or prepare the next plan for your review. Chatty helps you act instead of only pointing to the work.

Your company has already paid for leads, completed estimates, earned referrals, and built years of customer history. Chatty identifies customers and estimates with a specific reason for another look, then keeps the follow-up you choose moving until each record has a clear status.

TRUST & RESPONSIBILITYYour reputation took years to earn. See how control expands only when our work earns it.↗
ONE CUSTOMER · ONE RECORDREADY
TheChattyAI mark
SYNTHETIC CUSTOMERCHOOSE YOUR TYPE OF WORK

One customer. Nothing about them gets dropped.

Every call, text, and follow-up on the same record, with a status and the reason behind it. Your crew stops chasing paperwork and stays on the work your name is built on.

START THE EXAMPLE

ANSWERING IS ONLY THE BEGINNING

Every call, text, and estimate tracked to done.

A message sent is not a result. Chatty runs the customer side—new calls answered, past conversations picked up, estimates chased, callbacks tracked until resolved, outbound worked on the days you choose—and keeps each record open until the status, or the reason to stop, is saved.

You set the hours, services, approvals, and stop rules. Nothing falls through the cracks, and nothing gets ripped out.

Call or text answeredSTARTED
Follow-up underwayOPEN
Someone owns the next stepOPEN
Status and reason savedYOU SEE WHERE IT STANDS

Most 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 same customer record open until the business knows how it ended. Price, scope, scheduling, or commitments that should stay with you come back to you—without making the customer start over.

  1. 01 · CUSTOMER ASKSPrice, timing, fit, or what service they need
  2. 02 · CHATTY CONTINUESAnswers from your information and collects missing details
  3. 03 · ONE RECORD STAYS OPENCalls, texts, photos, next action, and status stay together

WHY WE BUILT THIS

You should get to be there.

  • Built for owners who need a break.
  • Built for people who want to get ahead.
  • We know you need more time with your family.
  • You built this on weekends nobody saw.
  • The call that comes at dinner, we take it.
  • Nothing gets dropped while you are at the game.

The evening is yours again.

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.

03

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 plan and where it will run 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

WHAT IS DONE · WHAT IS OPEN · WHAT NEEDS YOU

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

Their AI makes a list. Ours gets an answer.

We ran Chatty beside a platform's built-in AI on the same account: their scan surfaced $50,000 in opportunities, ours surfaced $1.9 million—because Chatty reads the whole history, not a slice. Finding it is the easy part. Their AI stops at the report; Chatty calls, texts, runs the campaign, and works each record to a final decision: booked, closed, or a clear no. Found is a list. Finished is money.

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.

Complete the customer example before seeing how a future AI request could begin.

This future example uses the same customer and the business rules you already chose.

MORE 03

ONE CUSTOMER · THE COMPLETE EXAMPLE

What Chatty handled. What needed you. Where it stands.

This recap uses the type of work, customer situation, instruction, and decisions you chose.

Complete the customer journey to see the recap.

It will quote your instruction and show the status saved in the example.

PLATFORM AND TECHNOLOGY PARTNERS

Strong systems. One company accountable to you.

These partners support Chatty. You choose what connects, and TheChattyAI remains accountable for what you and your customers experience.

Inngest logo
Inngest

Customer follow-up that can wait, resume, and retry

Render logo
Render

Cloud services behind active Chatty customer work

Langfuse logo
Langfuse

Tools used to review AI behavior and improve approved guidance

Vercel logo
Vercel

Customer and owner web experiences

Google Cloud logo
Google Cloud

Cloud infrastructure and connected Google services

Anthropic logo
Anthropic

AI models used for selected analysis and customer situations

OpenAI logo
OpenAI

AI models used to understand customer requests and plan next actions

TheChattyAI

Chatty keeps new inquiries, old estimates, service concerns, and follow-up visible until the status—and the reason—is saved.

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