One automated flow from first contact to final review
Servelyx AI runs a repeatable five-step process for every opportunity — helping keep each one accounted for instead of forgotten in a sticky note.
- STEP 01
Customer reaches out
A customer calls, texts, or submits a web inquiry. It can be 2 PM or 2 AM — the moment of contact doesn't matter.
- STEP 02
AI responds & qualifies
Servelyx AI answers instantly, asks the right qualifying questions, and verifies the customer is within your service area.
- STEP 03
Appointment books — or follow-up begins
Qualified leads book an appointment directly into your calendar. Leads that aren't ready enter an automated follow-up sequence.
- STEP 04
Reminders & follow-up continue
Appointment reminders go out automatically. If someone cancels or no-shows, recovery messages re-engage them. After the job, post-service follow-up checks in.
- STEP 05
Owner tracks everything
Every lead, appointment, follow-up, and outcome appears in your organized pipeline and owner dashboard — fully accounted for.
Automations that fire at exactly the right moment
Alongside the main flow, Servelyx AI triggers targeted actions automatically so you don't have to remember them.
Missed call
Instant text-back keeps the lead alive
Reminder
Sent before each appointment to help reduce no-shows
Review request
Timed to catch happy customers
You stay in control
Servelyx AI handles the repetitive communication work, but you and your team decide the rules — service areas, availability, qualifying questions, and follow-up timing. Everything is visible in the owner dashboard so you always know what's happening.