AI That Works Inside
the Business, Not Beside It.
The AI does not replace your business judgment. It helps make sure fewer things slip through the cracks. Every action follows configured rules. Important decisions stay in your hands.
AI Command Center features vary by plan, configuration, integrations, and scoped implementation. AI voice, advanced automations, invoicing, dispatch, and custom integrations may require Scale, Command Center, Enterprise, or a scoped expansion.
What the AI Can Help With
What the AI Can Help With
Capabilities vary by plan, setup, and configuration. Every capability listed here is configurable. Turn anything on or off. Set the rules. The AI executes within your boundaries.
What AI Does Not Do Without Rules
Clear boundaries. No exceptions.
AI without limits is a liability. These are hard boundaries the AI will never cross unless you explicitly configure rules that allow it.
Business Rules
You configure the rules. The AI follows them.
Every business is different. These configurable settings let you define exactly how the AI operates for your specific trade, market, and team.
Service area boundaries
Define zip codes, cities, or mile radius for each service type
Operating hours
Set when AI can book, call, and message on your behalf
Lead routing rules
Route by job type, location, team member, or round-robin
Follow-up cadence
Set how many times and how often AI follows up on open leads
Review request timing
Choose when review requests go out after job completion
Escalation thresholds
Define what triggers immediate human notification
Message templates
Approve every SMS and email template before it is used
Pricing guardrails
Set price ranges AI can reference or block pricing entirely
AI Features & Automations
7 AI-powered features. 5 smart automations.
AI features use Claude to understand context and generate intelligent responses. Automations follow your configured rules and templates. Both work together to run your business operations.
AI Voice Agent
AIAI-powered voice agent handles inbound calls, collects lead info, classifies urgency, and routes emergencies based on your rules.
AI SMS Response
AIAI reads and responds to customer text messages using Claude, following your tone and business rules. Keeps conversations going 24/7.
AI Lead Scoring
AIAutomatically scores every new lead based on source, urgency keywords, contact info, and recency so you know who to call first.
AI Business Advisor
AIAnalyzes your leads, jobs, reviews, and revenue data to generate actionable recommendations powered by Claude AI.
AI Revenue Leak Analysis
AIAI-powered analysis that identifies where you are losing money — missed calls, slow follow-ups, unconverted leads.
AI Site Vitals Analysis
AIAI analyzes your website performance, SEO, page speed, and competitor signals to find visibility improvements.
AI Review Response Drafts
AIAI drafts professional responses to your Google reviews so you can reply quickly with one click.
Automated Follow-Up
AutoSends fast SMS or email follow-up through configured workflows and templates.
Appointment Automation
AutoAutomated booking, confirmation, reminders, and appointment request workflows based on connected calendar and availability rules.
Review Request Automation
AutoAutomatically sends review requests after completed jobs on your configured schedule.
Invoice Automation
AutoAutomated invoice and payment-link workflows where invoicing modules and payment integrations are enabled.
Smart Escalation
AutoRule-based detection of urgent situations that routes to your team based on configured triggers.
Escalation Rules
13 Escalation Triggers That Help AI Know When to Step Back
The AI knows when to step back. These triggers are active by default and can be customized to match your business.
Human Approval Mode
Not ready to let AI run fully autonomous? Turn on Human Approval Mode for any agent or action. The AI drafts the response, books the tentative appointment, or generates the invoice. You review and approve before it goes out.
Many businesses adjust automation levels as they gain confidence. Approval mode is always there if you want it. No judgment. No pressure. Your business, your pace.
- Available for supported AI agents and automated actions
- Approve from your dashboard or via mobile notification where enabled
- Set approval mode per workflow or agent where supported
- Review AI draft messages before they are sent
- Approve tentative bookings before confirmation goes to customer
- One-click approve or edit and approve
AI Visibility
Key AI actions are visible in your dashboard based on plan, data retention settings, and connected integrations. No black boxes. No mystery automations you cannot inspect.
The AI Command Center gives you visibility into agent activity, action queues, escalations, and performance metrics where enabled.
- Activity feed showing key AI actions
- Agent status dashboard with health indicators where enabled
- Message preview for outbound AI communications where supported
- Escalation log with resolution tracking
- Performance metrics by agent, channel, and time period where data is available
- Exportable activity reports where supported by plan and retention settings
AI Setup Process
Seven steps from intake to launch.
Every AI deployment follows a structured onboarding process so the system matches your business before it goes live.
Business Intake
We learn your trade, services, service area, team structure, and current tools.
Workflow Mapping
We map your lead-to-cash workflow and identify where AI fits into each step.
Message Rules
You approve every SMS template, call script, and follow-up cadence before anything goes live.
Guardrails
Pricing limits, escalation thresholds, service area boundaries, and operating hours are configured.
Channel Setup
Phone numbers, SMS, email, web forms, and integrations are connected and tested.
Testing
We run test leads through every workflow and review every AI response with you before launch.
Launch
The system goes live with Human Approval Mode available for any agent or action you want to review first.
AI Across the Platform
AI touches every part of the operation, where configured.
The AI layer is not a standalone product. It connects across the platform wherever you choose to enable it.
Lead Capture
AI responds to inbound calls, texts, and form submissions based on your rules.
Operations
Scheduling, dispatch, job tracking, and estimate follow-ups with AI assistance, where configured.
Stoke Media
Campaign visibility and reporting where connected. Managed campaigns, ads, and content are scoped through Stoke Media.
Site Vitals
Visibility diagnostics for website, reviews, local SEO, competitors, and conversion paths where enabled.
Mobile
Field crew notifications, job details, and AI-assisted communication from the truck.
Customer Portal
Self-service booking, estimate approval, invoice payment, and communication.
Integrations
Connects to your existing tools and data sources, depending on setup and plan.
Compliance and Consent
ServicePulse AI is designed to support compliance with SMS, call recording, and marketing communication regulations. Consent collection, opt-out handling, and message frequency controls are built into the platform.
You are responsible for ensuring your use of the platform complies with all applicable laws, including TCPA, CAN-SPAM, and state-level regulations. ServicePulse provides the tools to help you stay compliant, but compliance depends on how the platform is configured and used.
- SMS opt-in and opt-out handling built into every text workflow
- Call recording disclosure configurable by state and preference
- Marketing messages require customer consent before sending
- Message frequency limits configurable per contact and campaign
- Customer communication preferences respected across all channels
- Audit logs available for all AI-initiated communications
See the AI in Action.
Explore the demo to see sample AI workflow data, escalation queues, lead activity, and dashboard visibility. Then start a 7-day pilot to test configured workflows against your actual business process.
Get Revenue Leak Report