AI Front Office App Overview

AI Front Office

1. What it is

AI Front Office handles inbound customer communication for service businesses — a homeowner texting about a plumbing leak, a caller booking a salon appointment, a website visitor requesting an estimate. The AI receptionist qualifies the request, captures a booking, and hands it to your dispatcher or operations team.

• Enablement: AI Front Office is a pay-as-you-go app, available to every tenant with no license decision. Usage is billed per front desk. An admin enables channels and safety modes from Apps → AI Front Office → Settings.
• What it is not: AI Front Office is the B2C front desk for your customers. It is not Mango GTM, which handles B2B sales and marketing for your own pipeline.

2. Standing it up

1. Go to Apps → AI Front Office → Settings.
2. Set your business hours. The receptionist uses these to decide when to handle calls itself versus defer to humans. The default is Monday–Friday 8 AM–6 PM Pacific, Saturday–Sunday closed. Choose your timezone and adjust each day’s open and close times.
3. Review the safety toggles. Three are on by default:
   • After-Hours Only — the AI only handles inbound during after-hours; humans handle business hours.
   • Shadow Mode — the AI runs end-to-end but bookings are created as shadow records, hidden from dispatchers.
   • Dispatcher Approves All Bookings — every booking enters the dispatcher queue for review regardless of the AI’s confidence.
4. Enable at least one channel. Web Chat is the lowest-risk starting point. SMS requires a Twilio number mapped to your business. Voice requires a Vapi assistant and a Twilio phone number binding (enter the IDs in the Vapi Mapping section of Settings).
5. Turn on the AI Receptionist master switch (Enable AI Receptionist). Without it, no channel processes inbound messages.
6. Confirm it worked. Open the Playground tab and send a test message. The Playground uses the same AI agent and tools as production but does not create real bookings or page dispatchers.

If Field Service Suite is not enabled, the Settings page warns you. The receptionist’s lookup tools depend on Field Service data (customers, service areas, availability), and approved bookings convert to Field Service work orders.

3. How it fits together

Conversations and booking requests — An inbound message (chat, SMS, or voice) creates a conversation. As the AI qualifies the customer’s need, it may create a booking request — a structured intent before a work order exists. A conversation can end without a booking (the caller just had a question, or the AI answered from the knowledge base). A booking request can also arrive without a conversation, through the online booking widget or the lead webhook.

Example: a homeowner texts “my water heater is leaking.” The AI opens a conversation on the SMS channel, asks for the address and urgency, and creates a booking request with urgency Emergency and service type Water heater. The booking enters the dispatcher queue as Pending review.

Booking lifecycle — A booking request moves through: Pending review → Dispatcher approved (or Auto-approved) → Converted (a Field Service work order or ServiceTitan job is created). Dispatchers can also decline with a reason. Shadow-mode bookings stay invisible to dispatchers and are excluded from analytics.

Channels — Four inbound channels, each independently toggled:

• Web Chat — public widget on your booking subdomain.
• Inbound SMS — routes to the AI receptionist via Twilio.
• Voice (phone) — inbound calls via Vapi and Twilio.
• Web Voice (browser mic) — visitors tap “Talk now” on the chat widget for a browser-mic conversation.

Dispatcher routing rules — Rules that auto-assign incoming booking requests to specific dispatchers based on service type, ZIP code, and urgency. Rules are evaluated highest priority first; the first match wins. Empty fields on a rule act as wildcards.

Safety modes — Three graduated controls for rollout:

• After-Hours Only keeps humans in the loop during business hours and lets the AI handle after-hours intake.
• Shadow Mode lets the AI run fully but hides its output from dispatchers — useful for evaluating quality before going live.
• Dispatcher Approves All requires a human to approve every booking before it converts to a work order.

Turn these off one at a time as you build confidence in the AI’s responses.

Autonomy dial — AI Front Office also participates in the platform-wide AI autonomy setting (the same observe / suggest / approve / auto dial used across AI solutions). A tenant that has never touched the dial keeps full autonomy by default. Dialing down to Approval holds autonomous actions (auto-booking, outbound calls) for a dispatcher instead of firing them automatically.

4. Running it

Reviewing the dispatcher queue

1. Go to Apps → AI Front Office → Booking Requests.
2. The default view shows Pending review bookings, sorted by urgency (emergency first). Switch the sort to Newest or SLA at risk using the dropdown.
3. Open a booking to see the full conversation transcript, activity log, SLA status, similar prior bookings, and any outbound call attempts.
4. Click Approve to create a Field Service work order (or push to ServiceTitan if that integration is enabled). Click Decline and select a reason.
5. Dispatchers can also create bookings manually via New booking request for walk-ins, phone calls, or leads that arrived outside the AI channels.

Bulk decline is available from the list view — select bookings, choose a decline reason, and submit. Bulk actions are capped at 100 records per submit.

Reviewing conversations

Go to Apps → AI Front Office → Conversations to see every intake conversation. Each row shows the channel, state, visitor info, and whether a booking was created. Open a conversation to read the full transcript, see the escalation reason (if any), and view linked scorecards.

Monitoring Speed-to-Lead

When Speed-to-Lead SLA is enabled, the system tracks time from booking creation to first dispatcher contact. The default SLA window is 5 minutes. A warning fires at 25% remaining; a breach fires at 100%. Notifications go to the assigned dispatcher or, if none is assigned, to users in the configured dispatcher roles. By default, the SLA clock pauses outside business hours (an after-hours booking deadlines shortly after next open). Turn off Speed-to-Lead follows business hours for 24/7 wall-clock SLA.

Using Call Coach

When Call Coach (AI scoring) is enabled, the system scores conversations against a rubric. The default rubric evaluates greeting, diagnosis, booking attempt, and objection handling. Admins can author custom rubrics at Apps → AI Front Office → Call Coach → Rubrics. Each rubric is a set of weighted criteria; only one rubric per business can be active at a time. Scorecards are created by the AI or by a manager, with an overall score from 0 to 100.

Managing Win-Back campaigns

When B2C Win-Back Campaigns is enabled, the Win-Back tab appears. Campaigns target dormant customers, declined estimates, abandoned intakes, overdue maintenance, or unscheduled recurring service. Each campaign sends outreach via SMS, email, or voice. Enrollments follow strict TCPA consent handling — no message is sent until consent is captured, and every send checks the platform suppression list. Campaign statuses are draft, active, paused, completed, or archived.

Using the Knowledge Base

When Knowledge Base is enabled, admins can author FAQ articles, upload documents (PDF, DOCX, TXT — up to 50 MB), and upload videos (up to 500 MB, auto-transcribed). The AI receptionist searches these entries before escalating to a dispatcher, so it can answer questions like “do you service this brand?” or “what’s the warranty?” without human help.

5. Settings

All settings are at Apps → AI Front Office → Settings unless noted otherwise.

Setting	Default	What it changes
Enable AI Receptionist	Off	Master switch for the AI receptionist across all channels. Nothing processes without it.
Web Chat Channel	Off	Enables the public web chat widget on your booking subdomain.
Inbound SMS Channel	Off	Routes inbound SMS to the AI receptionist. Requires Twilio.
Voice Channel (phone)	Off	Inbound phone calls via Vapi and Twilio. Requires phone-number binding in the Vapi Mapping section.
Web Voice (browser mic)	Off	Visitors can start a browser-mic conversation from the chat widget. Requires a web channel binding.
After-Hours Only	On	AI receptionist only handles inbound during after-hours; humans handle business hours.
Shadow Mode	On	AI runs end-to-end but bookings are hidden from dispatchers.
Dispatcher Approves All Bookings	On	Every booking enters the queue for review regardless of AI confidence.
Speed-to-Lead SLA	Off	Tracks time-to-first-contact and alerts dispatchers when the SLA is at risk.
Speed-to-Lead SLA (minutes)	5	The SLA window in minutes. Warning at 25% remaining, breach at 100%.
Speed-to-Lead follows business hours	On	SLA clock pauses outside business hours. Turn off for 24/7 operations.
Speed-to-Lead AI first touch	Off	When no human contacts the lead by the warning threshold, the AI sends the first-touch SMS or call itself.
Online Booking Widget	Off	Public booking form on your tenant subdomain (no AI conversation required).
B2C Win-Back Campaigns	Off	SMS, email, or voice outreach to dormant customers, declined estimates, and more.
Call Coach (AI scoring)	Off	Score conversations on greeting, diagnosis, booking attempt, and objection handling.
Knowledge Base	Off	Gives the AI receptionist a tool to search your authored FAQ and document content before escalating.
Bilingual (English + Spanish)	Off	The receptionist detects the caller’s language and replies in kind. When off, it stays in English.
Urgent booking mobile push	On	Push notification to dispatchers when an emergency or same-day booking lands. Skipped when Shadow Mode is on.
Escalation alerts	On	Alert dispatchers the moment the AI escalates a conversation to a human.
Sentiment-based escalation	On	Escalates to a dispatcher when the visitor shows sustained frustration.
Negative streak for escalation	2	Consecutive negative visitor turns before sentiment escalation fires.
Owner daily digest	Off	Daily email to admins summarizing what the AI answered, booked, and escalated the previous day. Skips quiet days.
Capacity-aware booking	Off	Availability windows and auto-booking respect the day’s committed job load vs. the daily capacity ceiling. No effect for ServiceTitan-sync tenants.
Daily job capacity	12	Ceiling for capacity-aware booking (jobs per day).
Outbound voice	Off	Master switch for AI-placed outbound calls (win-back voice, decline follow-up, abandonment recovery).
Outbound — decline follow-up	Off	Schedule a follow-up call when a booking is declined because the customer declined the estimate.
Outbound — abandonment recovery	Off	Schedule a recovery call when a chat or SMS conversation is abandoned and a phone number is on file.
Missed-call text-back	Off	SMS the caller when an inbound call ends unanswered, so the lead isn’t lost.
Booking confirmation SMS	Off	SMS the customer when their booking is approved or declined.
Post-job happy text	Off	Thank-you SMS to the customer when their work order completes. Adds a review ask when a review link is configured.
ServiceTitan sync	Off	Push approved bookings to ServiceTitan as jobs instead of creating Field Service work orders. Requires an active ServiceTitan integration.
Allowed Roles	Manager, Admin, Super Admin	Roles that can access AI Front Office (review queue, conversations, scorecards).
Administrative Roles	Admin, Super Admin	Roles that can configure AI Front Office (settings, routing rules, win-back, call coach).

6. More help

• AI Front Office FAQ — specific setup, operating, and troubleshooting questions.
• Ask AI — the assistant answers questions about AI Front Office from these articles.