Customer contacts the business
The customer sends a WhatsApp message or calls because they need help today.
Open WhatsApp inbox demoTrades and home services
Turn urgent enquiries into booked work and clear follow-up.
For plumbers, electricians, repair teams, maintenance companies and home-service businesses where calls, WhatsApp messages, photos, bookings and supplier paperwork all need to become organised work.
Customer journey
A practical first route for trades.
Teams that handle urgent customer contact, mobile engineers and repeat booking admin.
The Harbour Home Services scripted demo is built around this use case, so it is the clearest first customer story to record.The assistant captures the need
CAJ Operate records the service need, urgency and contact context while keeping staff handoff visible.
Open Voice agent demoBooking or callback is prepared
The team can confirm a calendar slot, call the customer back or assign the job to the right person.
Open Appointments demoEvidence and documents stay connected
Invoices, photos and job documents can later be classified, reviewed and linked into the secure archive.
Open Documents demo- Customers message and call at the same time while staff are on jobs.
- Booking details, addresses and photos get scattered across phones.
- Follow-up calls and quote checks rely too much on memory.
- Customer need, contact details and urgency are captured in one record.
- Bookings and callback work are visible to the team.
- Supplier documents and job evidence can move into protected review later.
Recommended demos
Watch the product story in the right order.
These animated demos are the strongest first clips for this customer type. They use safe scripted data and do not connect to live tenant records.
WhatsApp inbox
Fewer missed enquiries, faster replies and a clearer record of what needs follow-up.
Open animated demoVoice agent
More calls become usable records with clearer next actions for the team.
Open animated demoAppointments
Less back-and-forth and fewer diary mistakes.
Open animated demoDocuments
Less paperwork confusion and stronger evidence for later business processes.
Open animated demoRelated platform features
The same reusable platform, explained through this business need.
The feature pages provide a broader product explanation after the customer understands the first operating workflow.
WhatsApp operationsFirst video
WhatsApp inbox and AI handoff
Messages are missed, repeated, or handled differently by each person on the desk.
Result: A customer message is captured, answered where safe, turned into a lead, and handed to staff when human control is needed.
- Response pathAI + staff
- Follow-upCreated
Voice operationsFirst video
Voice agent and call handling
Calls are missed or forgotten when staff are busy, driving, serving customers, or away from the desk.
Result: The voice agent answers, captures the reason for the call, prepares a transcript and routes booking, callback or transfer work.
- Call recordCaptured
- Next actionRouted
BookingsFirst video
Appointments and calendar booking
Booking takes too many messages, calendar checks and manual confirmations.
Result: A customer asks for a slot, available times are checked, the booking is created and the confirmation is shown.
- Slot chosen10:30 AM
- ConfirmationReady
Customers and sales
Leads and customer lifecycle
Prospects stay scattered across chats, calls, notes and memory.
Result: A lead is qualified, known-customer context is checked and the next conversion action appears.
- IntentHigh
- Customer statusProspect