Pick up the conversation with the context in front of you.
An enquiry should lead to a useful next step. AWBAI keeps the contact, opportunity, and call history together, with an assistant that helps your team prepare and follow up.
Start with the whole story. Then take a closer look at the tool your team needs first.
A 48-second system demo
From a new enquiry to a useful next step.
See a lead enter the CRM, then watch Ask ARIA use record details and activity to prepare a follow-up. Open Operator Hub to see how a compliance control connects to evidence and outstanding work.
Where the tools meet
Lead intake starts the record. Ask ARIA helps explain it. Front Desk keeps the conversation in view, while Social Media Manager prepares posts for review.
An ARIA concept film with narration and English captions.
01Sense locally
02Check the request
03Coordinate devices
Calls & enquiries
Keep the caller's story with the job.
Give the office the request and the conversation before it confirms a visit. The person following up can see what was asked and what was agreed.
Where the tools meet
Pair the Front Desk conversation with the office's notes in CRM Assistant. Social Media Manager keeps the business's public service information ready for review.
AI-generated narration in Sean's saved voice. English captions available. Fictional Northside Plumbing records.
01Read the caption
02Check the preview
03Review the next step
Customers & follow-up
Start the next call with the full story.
Watch an enquiry enter the CRM, then ask ARIA what to confirm. On a separate opportunity, see the answer use the visit, quote, and conversation history.
Where the tools meet
Move from the CRM opportunity to the same customer in Front Desk. Social Media Manager handles the public-facing work in the same workspace.
AI-generated narration in Sean's saved voice. English captions available. Fictional Northside Plumbing records.
01Capture the enquiry
02Ask about the lead
03Review the opportunity
Plans, evidence & recorded actions
Follow the work from plan to result.
See how task references, operation codes, VIRP records, and measured checks support a review. Open a compliance control to see its evidence and outstanding work.
Where the tools meet
The plan defines the expected work. Captured actions and checks provide the record for review. Operator Hub keeps control evidence and open work in view.
AI-generated narration in Sean's saved voice. English captions available. Illustrative audit and compliance data.
01Define the plan
02Record the action
03Check the result
Read the crm assistant walkthrough
Jamie's fictional enquiry enters the CRM with its source and contact details. An activity note records the replacement request.
Ask ARIA uses the lead to identify the heater size and service address to confirm before quoting.
Dana's separate opportunity contains the call, visit, and quote history.
A question in the opportunity produces an Ask ARIA answer that includes the quote and the follow-up to review.
The lead and opportunity are separate fictional examples. Ask ARIA replies were generated from those records. Response wait time is shortened. No call or customer message is sent.
The work it handles
Put CRM Assistant to work.
01
Bring enquiries into one pipeline
Website forms and intake flows carry the source of the enquiry into the CRM. Routing sends leads to the relevant business pipeline.
02
Call from the opportunity
Choose a contact number from the opportunity. The call and its outcome appear on the timeline.
03
Draft the next message
The assistant uses your call notes to draft a follow-up email or text. Check the details before you use the draft.
04
Prepare for the next conversation
Review who the customer is and what came up last time. The assistant cites its sources and identifies details it cannot verify.
How your team stays involved
Keep the notes behind the next step.
A useful customer record tells your team what happened and where the information came from. AWBAI brings that context into the opportunity, with email and SMS follow-up based on customer consent.
Call notes provide the basis for follow-up drafts.