Calls and texts
The AI front office answers eligible calls and texts with approved information, captures key details, and keeps the conversation visible.
AI Front Office for plumbers
Zen Practice connects an AI front office across calls, texts, web chat, and social DMs in one unified inbox, with qualification, booking or callback paths, follow-up, and human escalation.
The purpose is not to automate every conversation. It is to acknowledge the customer quickly, complete the next approved step, and make the handoff clear when your team needs to take over.
The workflow is designed around how your company actually handles emergencies, routine calls, service areas, schedules, and exceptions.
The AI front office answers eligible calls and texts with approved information, captures key details, and keeps the conversation visible.
Website and social inquiries receive a prompt, consistent response while their details and source are logged in the unified inbox.
Approved questions and rules help separate urgent situations from routine requests without pretending to diagnose the problem.
Offer an available next step, book where supported, or arrange a callback with the information your team needs.
Keep the inquiry, status, notes, and ownership visible so the next action does not depend on someone's memory.
Use measured reminders for unfinished inquiries and move sensitive, complex, or exception cases to a person.
Good automation needs boundaries. We document what the system may say, collect, schedule, and escalate before it handles customer conversations.
Document inquiry sources, business hours, service areas, common questions, booking rules, and current follow-up gaps.
Your team reviews services, boundaries, answers, and escalation rules before the AI front office goes live across calls, texts, web chat, and social DMs.
Run urgent, routine, out-of-area, pricing, and handoff scenarios before launch, then correct weak points.
Review response and pipeline patterns to simplify unfinished steps and reduce avoidable manual work.
Connected conversations
One AI agent answers Text/SMS, Email, Website Chat, WhatsApp, Instagram, Facebook, and Phone/Voice. Each reply returns on the same channel, while every conversation lands in one unified inbox so your team stays in the loop.
Understands, replies, and escalates to a person when needed.
Works with GoHighLevel, HubSpot, Salesforce, a native CRM, or no CRM at all.
Want to hear it first? Call or text (301) 381-1005. Our AI front office answers 24/7.
Clear boundaries
Common questions
The system can acknowledge the inquiry, gather approved details, identify urgent versus routine needs, notify the right person, offer a booking or callback path, and keep follow-up visible in the pipeline.
When an eligible call is missed, the caller receives a prompt text acknowledging the inquiry and offering the next approved step. Your team can see the conversation and take over when needed.
Yes. You approve the rules for urgent situations, after-hours handling, service areas, and escalation. The system follows those rules and alerts or routes to a person when required.
The AI front office handles calls, texts, web chat, and social DMs in one unified inbox. It launches after you approve the business knowledge, boundaries, and human handoff rules.
Start with the gaps
Take the free three-minute assessment for a concise report, then book a Growth Review if you want to discuss the priorities.