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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.

ACCOUNTABLE CUSTOMER AGENTS FOR SERVICE BUSINESSES

AI should earn trust by showing its work.

Chatty answers calls, helps book work, asks before outbound calls, and records what happened. Its agents work across the front desk, sales follow-up, and customer support. They flag urgent requests, prepare outreach to new leads and past customers, and do not tire of repetition. When a conversation becomes difficult, they stay patient and bring in a person when the business’s rules require it.

When connected, Chatty can review available records in HighLevel (GHL) or Jobber, help coordinate bookings through a Google or Microsoft calendar, and use Stripe invoice or payment status. The customer history Chatty can reliably match becomes a working record inside Chatty: what the person wanted, what happened before, what remains open, and what deserves attention now.

New revenue does not always require a new lead. It can begin with an open estimate, a missed callback, a quiet lead, or a past customer. Chatty shows you the record and why an outbound call is proposed. You approve it. Chatty checks permission before dialing, places the approved call, continues within the approved follow-up plan, and records whether the call connected and what happened.

A solo owner can review alerts between jobs. An office manager can review and approve work throughout the day. Technicians and other skilled employees can stay focused on the work customers hired them to perform.

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

HOW IT FITS

Chatty runs inside your CRM, your calendar and your books.

  1. 01

    Nothing moves off the systems you pay for.

    Your customers already live somewhere — ServiceTitan, Jobber, Housecall Pro, HighLevel, HubSpot, Salesforce. Your calendar is Google or Outlook. Your money is in QuickBooks, Stripe or Square. Chatty connects to those and works inside them. Nothing moves, and nobody learns a new system.

  2. 02

    Then you tell it how you work.

    Which voice answers and how warm it is. How hard to push a quote, and when to leave it. What you will never say to a customer. This is instruction rather than configuration — you describe the business the way you would to a new hire, and the longer it works for you the less you have to say.

  3. 03

    Then it runs the desk.

    Every follow-up, every missed payment, every unhappy customer, every order that slipped — that is somebody's whole day. Usually yours. Chatty takes the desk, and whoever was sitting at it goes back to growing the business. Your crew carries the same app: on my way, arrived, work confirmed.

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.

Where enabled for the tenant and the connection is verified: HighLevel data can be scanned when connected and healthy; Jobber scans remain read-only and require configured, healthy OAuth; Google Places supports prospect discovery when configured.

Sales and win-back campaigns run only after owner approval and applicable consent gates. Call dispositions and action receipts are recorded without treating the campaign itself as the result.

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.

THE GUIDED WALKTHROUGHFollow one customer from first call to saved status. Nothing in it is sent, called, or booked.↗TRUST & RESPONSIBILITYYour reputation took years to earn. See how control expands only when our work earns it.↗

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 customer who went quiet, the hole in tomorrow’s schedule. So we built a team to work that list instead of you — not one assistant, but agents that chase, recover, refill, and check their own work before it goes out. You wake up to a briefing, not a backlog.

  • Built for owners who need a break.
  • Built for people who want to get ahead.
  • We know you need more time with your family.
A phone on a dark table. The screen reads: ChattyAI answered, answering for your business, connected.
  • The estimate nobody answered gets chased.
  • The customer who went quiet hears from us.
  • It does not stop at answered. It stops at done.
  1. 7:14 PMAnswered on the second ring
  2. 7:16 PMBooked — Thursday, 9:00 AM
  3. 7:16 PMTexted them the details, and a link to add notes
  4. AnytimeThey can add photos or reach us. Nothing waits on you.

The evening is yours again.

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.

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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