Workflow-ready scope Managed setup & weekly QA Approval gates on promises

AI front office for small business — intake, follow-up, and approval gates.

An AI front office connects repeatable customer intake, routing, scheduling requests, follow-up, and operational logs into one reviewable workflow. Money, safety, customer promises, and exceptions stay human-controlled.

Repeatable intake Human approval on promises

WORKFLOW REVIEW

Map where AI fits in your front office.

Tell us where requests enter, where they should go, and what must stay human-approved.

01Capture customer requests

02Route work and exceptions

03Keep promises human-approved

Integration pipeline Every request has a clear path to a human-controlled outcome.

Customer and lead inputs

Capture customer requests

Bring calls, messages, forms, and campaign leads into one intake path.

Phone calls Missed calls SMS Facebook Messenger Facebook Lead Ads Instagram DMs Google Ads Google Business Profile Website forms Email

Omni Front Office

Route work and exceptions

Send each request to the right system, queue, or owner.

01Capture
02Qualify
03Route
04Follow up

Connected actions

Keep promises human-approved

Money, safety, and customer commitments wait for approval.

Gmail Google Calendar Stripe QuickBooks CRM

Human approvalScheduling, pricing, payments, exceptions, and complaints stay reviewable.

Before you automate

Start with a workflow an owner can review.

The front office is useful when the work repeats, the source of truth is clear, and an accountable person can handle uncertainty.

Good fit when

Your team has repeatable calls or requests, defined intake fields, a source of truth, an accountable workflow owner, and a clear escalation path.

Not fit yet when

The workflow has no owner, unclear data, irreversible actions, sensitive advice, or a requirement that the system make unreviewed commitments.

The front-office leak

Every unclear handoff is work waiting for an owner.

A reviewable workflow captures the request, routes the exception, and keeps the next step visible.

The problem

Calls come in while you're on a job

You see the missed call an hour later — they already booked someone else.

What Omni does

Captures the request for review

Creates a structured summary and routes it to the owner or queue.

The problem

Voicemail just collects tag

Half of callers hang up. The other half you chase for two days.

What Omni does

Prepares a scheduling request

Required fields and approval rules stay visible before a commitment is made.

The problem

Leads go cold before you follow up

The quote sits in your head all week and the customer moves on.

What Omni does

Creates follow-up tasks for the owner

Keeps the next action, owner, and source-of-truth record visible.

The problem

A bot with your prices makes you nervous

You don't want AI quoting or charging without you looking.

What Omni does

Approval gates on anything with a dollar sign

Quotes and payments wait in a queue for one tap from you. Nothing surprising goes out.

A call, end to end

From intake to an owner-reviewed next step.

The workflow keeps promises, money, safety, and exceptions behind review.

Step 1

Request received

Records the request and its source.

Step 2

Required fields checked

Flags missing or conflicting details.

Step 3

Scheduling request prepared

A human approves the commitment.

Review

Owner approval

Money, safety, and promises stay controlled.

Step 5

Follow-up logged

Routes the task to the approved source of truth.

Before launch

A readiness map for the front office.

Define the workflow first, then review the evidence each week before widening the automation boundary.

Workflow layer	Define before launch	Evidence to review weekly
Intake	Required fields, service area, urgency	Missing fields, low-confidence calls
Routing	Owner, queue, escalation terms	Misroutes, stalled handoffs
Scheduling	Request versus confirmed-booking authority	Conflicts, cancellations, approval waits
Follow-up	Source system, timing rule, owner	Overdue tasks, staff corrections
Guardrails	Money, safety, refunds, complaints	Blocked actions, human overrides

A reviewable front-office workflow

A front office that keeps the next step visible.

Captures repeatable intake

Collects the fields your team needs before the request moves forward.

Prepares scheduling requests

Separates a scheduling request from a confirmed commitment.

Creates follow-up tasks

Routes reminders and next actions to an accountable owner.

Approval gates on money

Quotes and payments wait for your one-tap OK. You stay in control of every dollar.

Uses your source of truth

Maps approved fields and handoffs to the system your team already reviews.

Reviewable setup and QA

We define the workflow, monitoring, and owner review path before anything goes live.

You didn't start a business to answer the phone. So stop.

— The Omni promise

Structuredintake and routing

Ownerreview at the right step

Clearworkflow guardrails

How it stacks up

Compare the workflow, not the promise.

What you need	Voicemail	Answering service	Omni front office
Captures repeatable intake	No	Sometimes	Designed in
Prepares scheduling requests	No	Varies	Designed in
Creates follow-up tasks	No	Varies	Designed in
Approval gates on money	—	—	Designed in
Logs to the source of truth	No	Varies	Designed in
Human approval on promises	No	Varies	Required

Primary industries

Built around the workflow your team already runs.

Choose a playbook, then tailor the intake, routing, approvals, and follow-up to your tools and operating rules.

Workflow illustration for home service businesses

Home ServicesHVAC · Plumbing · Roofing · Electrical

Workflow illustration for healthcare and dental front desks

Healthcare & DentalDentists · Med spas · Chiro · PT

Workflow illustration for real estate and rentals

Real Estate & RentalsAgents · Rentals · Property managers

Workflow illustration for personal and local services

Personal & LocalSalons · Gyms · Daycares · Storage

Workflow illustration for automotive and transport teams

Automotive & TransportAuto repair · Towing · Movers

Workflow illustration for legal services intake

Legal ServicesFamily · PI · Immigration · Estate

Workflow illustration for finance and professional services

Finance & ProfessionalAccounting · Agencies · MSPs · Insurance

Workflow illustration for restaurants and hospitality

Restaurants & HospitalityRestaurants · Hotels · Catering · Events

Straight answers

Questions operators ask.

What is an AI front office?

An AI front office connects repeatable intake, routing, scheduling requests, follow-up, and operational logs into one reviewable workflow while money, safety, customer promises, and exceptions stay human-controlled.

What can an AI front office automate first?

Start with a narrow workflow that repeats: capture required fields, route the request, prepare a follow-up task, or draft a scheduling request for review.

Does an AI front office replace a receptionist?

It supports the front office workflow; it does not remove the need for an accountable owner. Unusual, sensitive, or high-risk requests still need a human path.

Which actions should stay human-approved?

Keep money, safety decisions, refunds, complaints, customer promises, irreversible actions, and exceptions behind an explicit human approval step.

How does an AI front office connect to a CRM or calendar?

It maps approved fields, routing rules, and scheduling authority to the source-of-truth tools your team already reviews. The exact connector depends on the workflow and access you approve.

Start here

See it answer your phone.

Request a workflow review. We will map your intake, routing, scheduling requests, and follow-up path before any work goes live.

Secure six-step setup. Review your details and callback consent before anything is submitted.

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