This is a list of actions and capabilities that each AI agent currently supports:
Actions | VoIP AI | SMS AI | Portal AI |
View Account balance | Yes | Yes | Yes |
View list of unpaid invoice | Yes | Yes | Yes
|
View list of paid invoice | Yes | Yes | Yes
|
View list of partial paid invoice |
| NO | NO |
List or dates of upcoming jobs | Yes | Yes | Yes (customer portal can only show completed jobs, Portal Agent can list or dates of upcoming jobs) |
Number of of active jobs | NO | NO | Yes (customer portal can only show completed jobs, Portal Agent can show active jobs) |
View list of active jobs | Yes | Yes | Yes |
Number of completed jobs | Yes | Yes | Yes
|
View list of completed jobs | Yes | Yes | Yes
|
Number of incomplete jobs | Yes | Yes | Yes (By ask Portal Agent) |
View list of incomplete jobs | Yes | Yes | Yes (By ask Portal Agent) |
Number of cancelled jobs | Yes | Yes | Yes (By ask Portal Agent) |
View list of cancelled jobs | Yes | Yes | Yes (By ask Portal Agent) |
Number of pending estimate | NO | NO | Yes
|
View list of pending estimate | NO | NO | Yes
|
Identify existing vs non customer | Yes | Yes | NO |
Capture leads |
|
|
|
Reschedule request | Yes | Yes | NO |
Book appointment | Yes | Yes | Yes |
Callback request | Yes | Yes | NO |
Accept payment | NO | NO | Yes
|
Provide contact info for live agent | Yes | Yes | NO |
Log in help access | NO | NO (just give contact to support) | Yes |
View available customer credit | NO | NO | NO |
Access account detail
| Yes | Yes | Yes |
Access account detail
| Yes | Yes | yes |
Access account details
| Yes | Yes | Yes
|
List of services offered | Yes | Yes | Yes |
Jobs with pending confirmation | Yes | Yes | Yes
|
Request to cancel job | NO | NO | NO |
View Account credit | Yes | Yes | Yes |
View Account deposit | Yes | Yes | Yes |