AI Voice & Chat
Help with routine questions, even when everyone's busy.
When your team is out on jobs, an AI assistant can help answer approved routine questions and collect basic customer info, with clear boundaries and a handoff to a real person when it matters. It's not magic, and it doesn't replace your team. It just covers some of the routine stuff so nothing falls through the cracks.
Optional AI Voice + Chat add-on: $399/month.
Setup and usage charges are extra. What channels, tasks, and allowances are included are confirmed before anything's turned on.
Help with routine questions. A real person when it matters.
I can help with service info and collect your request. What do you need?
Do you do work outside your usual area?
That needs a person to review. Share your location and I'll pass it to the team.
Hi! Let me check if we cover your area…
Fictional conversation. Actual behavior depends on your setup and configuration.
Start with what the assistant should know, and where it should stop.
An assistant is useful when the job is clear: explaining approved service info, collecting the details of a lead, or prepping something for your team to review. It also needs clear limits. It shouldn't invent a price, confirm something that isn't true, or make a commitment your business hasn't authorized.
Approved info
Agreed tasks
Clear limits
Human handoff
A planning framework, not a claim that every task or channel is included.
Fictional example
When a question needs judgment, make that visible.
Assistant:
"I'm an automated assistant. I can help with approved service info and collect a request for the team."
Visitor:
"Can you take on a project outside your usual service area?"
Assistant:
"That needs the team to review. If you share the location, a brief description, and your contact info, I can pass it along for them to consider."
- Topic
- Project outside the usual area
- Decision needed
- Whether the business can take it on
- Info collected
- Location, description, contact details
- Status
- Waiting on team review
- Commitment made
- None
The useful outcome is a clear request for a person to review. No availability, price, appointment, or acceptance was promised.
Fictional conversation with made-up info. Real responses, record creation, and handoffs depend on the approved knowledge, connected channels, setup, and review process. AI can make mistakes.
Agree on the task, and the stopping point.
| Possible task (when included) | What it needs | What your team handles |
|---|---|---|
| Explain routine service info | Approved, current descriptions and limits | Keep info accurate and review exceptions |
| Collect a lead | Agreed questions, privacy notice, capture route | Check if it's a fit and decide the response |
| Send a confirmation | Approved wording and delivery | Continue the real conversation |
| Route an uncertain question | Escalation rules and a team destination | Review and answer questions needing judgment |
Voice and chat may have different capabilities, charges, and handoff options. A live transfer, calendar action, or specific channel should never be assumed unless it's explicitly included and tested.
The setup matters as much as the assistant.
Approve the info.
Identify the services, area, policies, and answers the assistant may use. Remove unsupported claims and decide what should always go to a person.
Define the interaction.
Agree on the channel, identity disclosure, questions, any recording or transcription, and the point where the assistant stops or asks for help.
Test ordinary and uncertain questions.
Review examples that fit the task and ones that don't. Check that the handoff carries useful context without implying someone already responded.
Keep the info current.
Changes to services, availability, offers, or policies affect answers. Ongoing review and any monitoring must be stated in the scope.
This is help with defined work. It doesn't replace your team's responsibility for customer decisions or remove the need to check how the system behaves.
Understand the offer before turning it on.
AI Voice + Chat is an optional $399/month add-on. Setup and usage charges are extra. The proposal should identify what channels are supported, what tasks are included, usage allowances, rates, and the handoff process.
Is this included in every Zenjiva plan?
Can the assistant answer every question or replace our team?
Will every uncertain conversation transfer to a live person immediately?
Is voice recording or transcription always enabled?
Does this guarantee every lead is captured or answered correctly?
Find the task where help would actually be useful.
Tell us which questions keep coming up, what info customers need, and when a person should take over. Your Free Zenjiva Growth Plan can help figure out whether AI assistance is a good next step.
A free review and recommendations. No obligation to buy anything. Any setup work is quoted separately.