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Overview

This demo showcases the complete human agent booking flow. The agent quickly pulls up the customer’s profile using their phone number, instantly sees their membership status, and efficiently books an appointment while clearly explaining fees and next steps.
You may hear beeps and skips in the demo calls, as they were used to remove PII of customers.

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Key Highlights

  • Customer Profile Lookup: Agent uses phone number to instantly pull up customer details
  • Membership Visibility: Agent can see the customer’s membership status directly in their profile
  • Homeowner Verification: Confirms property ownership before proceeding with service
  • Clear Availability Options: Presents all available time slots for the customer to choose
  • Fee Transparency: Explains the dispatch fee and how membership affects pricing
  • Professional Booking: Confirms all appointment details and sets expectations

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Video Demo

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Call Details

  • Scenario: An existing customer and member calls to schedule a repair. The agent pulls up her profile using her phone number, confirms her address and homeowner status, and books the earliest available appointment while explaining the dispatch fee policy.

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What to Notice

  1. How the agent uses the phone number to instantly pull up the customer’s full profile
  2. The agent can immediately see the customer is a member without needing to ask
  3. Confirmation of homeowner status before proceeding with the booking
  4. Clear presentation of all available time slots (morning and afternoon options)
  5. Honest communication when same-day service isn’t available (Sunday)
  6. Transparent discussion of dispatch fees and how membership factors in
  7. Professional recap of appointment details and expectations for technician arrival