AI Team Assistant answers your own team from internal knowledge customers never see: warranty registration steps, which zone a tech covers, the after-hours rate rules, the permit checklist your office uses, the parts-return procedure. Each answer shows its source, so technicians and CSRs stop calling the office manager for the same answers.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Load our warranty-registration steps and parts-return procedure for staff only.”
Lisa“Done: warranty registration and parts-return procedures are loaded as staff-only knowledge; customers never see them on any channel.”
Any setting, in any module · applied only on your yes
How Home Services use it
A technician in a driveway asks how to register a new furnace warranty and gets the steps with the source page.
A new CSR asks which plan tier includes priority service and gets the internal answer, with its source cited.
The office manager checks the parts-return procedure before calling the supplier, with the document shown.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
Yes. The Team Assistant answers staff from your internal documents, with the source of each answer, so a tech gets the warranty or parts procedure without waiting for the office.
No. Anything you mark internal, such as after-hours rate rules or supplier contacts, stays with your staff and is never used to answer customers.
Yes, from the internal price notes you load, such as member discounts or commercial rates, and it shows the source, so a CSR can check before quoting from the price book.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home Services ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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Try it free on your own business — no credit card, per company, never per seat.
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