Keep customer care from falling through the cracks.
Keep a list of customer issues that need action. Review suggested follow-ups or turn on the ones your business has approved.
Small leaks, big total
The declined card, the unconfirmed visit, the customer who drifted.
Payment recovery
Unpaid balances that need a nudge.
Card updates
Expired or declined payment methods.
Autopay
Plan customers not on autopay yet.
Visit confirmations
Upcoming visits not confirmed.
Review requests
Happy customers worth asking.
Churn risk
Accounts showing signs of leaving.
Win-back
Past customers worth reaching again.
Upsell
Customers who could use more.
Your call, per playbook
Off, review, or automatic.
Review mode
- Cases appear in one work queue
- Staff decide the next step
Automatic mode
- Eligible cases join a sequence you set up and turned on
- Prices, bookings and payments still go through their normal steps
Real screens
Work the Customer Operations queue.
Tap the highlighted spot, or use Next.Step 1 of 3
It knows when to stop
A reply ends the outreach.
- Pause or stop outreach when customers reply, staff take over, or permission changes.
- Respect outreach hours and cross-channel frequency limits.
- Record verified outcomes such as payments or card updates; keep booked work separate from collected revenue.
Part of AI & Automation
Recovered results, verified by the records.
Cases come from customer health signals, and outcomes are confirmed by real payments and card updates.
Comes in from
Calls, texts & chats
Customers reach the assistant on your phone line, by text, or in your website chat.
Comes in from
Price book & schedule
Assistants read your live prices and real openings.
What happens here
Customer Care Follow-Ups
- 1One customer-care work queue
- 2Off, review & automatic modes
- 3Stop rules & real outcomes
Same customer, same job, same record.