Calls, texts, and email. Answered and handled.
It can follow up on leads, answer user queries, collect customer feedback, and many more, from its own number and inbox.
Agents ChatGPT·Claude·Cursor
Set up Openline as my AI front desk, so you can answer, call, text, and email for my business. 1. Start the install flow in this chat only for the plugin at https://chatgpt.com/plugins/plugin_asdk_app_6ad8aa2e503c8191979de976fe7d78b7 2. Call `connect`. When the Openline sign-in opens, I'll finish it there. Never ask me for the code in chat. 3. Once signed in, tell me my Openline phone number and inbox address.
Today at the desk
Northside HVAC
7:52 AM
CallIn
Priya asks if you service heat pumps, and what the trip fee is.
Example · one call, then the confirmation
What you get
Every desk gets a phone number and an email inbox on sign up. Use it to call, text, and email real customers.
Open line
On dutyOn the line
Out
+1 (512) 555-0194 · Summit Roofing lead
The number and inbox on this card are examples. Openline assigns yours when you sign in.
A local phone number
Provisioned when you sign in.
Carrier and SMS registration
A2P 10DLC, so texts are not blocked.
An inbox on inbox.scalarfield.io
SPF, DKIM, and DMARC are already set.
What the desk does
Calls, SMS, and emails all share the same memory. Leads, queries, feedback, and many more jobs follow.
01
Find new leads from a list, follow up with the interested ones, and call the old ones back.
appointment_booked = true
02
A caller or a text asks a question. The desk answers from your notes, and passes anything it should not decide.
question_answered = true
03
After the visit, the desk asks how it went. The feedback is sent back to you.
feedback_sent = true
04
A call at 9:40 PM asks for a table. The desk checks availability and tries to confirm.
reservation_booked = true
05
An invoice is still open. The desk emails, texts, and calls until it is paid or handed to you.
invoice_collected = true
06
Keep the customer posted. The desk tells them what's happening, like when a technician is on the way.
customer_updated = true
07
The desk reminds people before their visit.
appointment_confirmed = true
08
The desk asks people to renew before their membership ends.
renewal_booked = true
Duty 01 · Manage Leads
Summit Roofing
Outbound
You bring homeowners or businesses from a data provider, your CRM, a directory, or an enrichment source. The desk calls, texts, and emails each one.
Leads come from
9:02 AM
CallOut
No answer
9:03 AM
SMSOut
Are you considering replacing your roof this year?
4:40 PM
CallOut
Picked up. Thursday at 9 booked.
4:41 PM
EmailOut
Confirmation sent.
The call that created the lead
Open line
Are you considering replacing your roof this year?
Dana R.
We've been talking about it. The shingles are curling on the south side.
Open line
I can have someone look. Does Thursday at 9 work for you?
Dana R.
Yes. Thursday at 9 works.
Duty 02 · Queries
Northside HVAC
Inbound and outbound
The call comes in on your Openline number, or forwarded from your business line. It answers from the knowledge base you provide. If they want a visit, it books one.
Calls come from
7:52 AM
CallIn
Picked up. Heat pump question.
7:53 AM
CallOut
Answered from your notes. Visit offered.
7:54 AM
SMSOut
Thursday at 2 confirmed by text.
The call it answered
Open line
Northside HVAC, this is the front desk. How can I help?
Priya S.
Do you service heat pumps? And what's the trip fee?
Open line
Yes, we service heat pumps. The trip fee is $89, and it comes off the repair. Thursday at 2 is open.
Priya S.
Thursday at 2 works.
Duty 03 · Feedback
Glow Med Spa
Outbound
An hour after the appointment, a text checks in. The reply is sent back to you.
The list comes from
5:05 PM
SMSOut
How was your visit today?
5:18 PM
SMSIn
Loved it.
5:18 PM
SMSOut
Passed to you. Loved the facial.
The text that asked
Open line
Hi Maya, this is Glow Med Spa. How was your visit today?
Maya T.
Loved it. The facial was great.
Open line
Glad to hear it. I'll pass that to the owner.
Duty 04 · Manage Bookings
Luca's Trattoria
Inbound and outbound
The kitchen is closed. The desk is not. It asks the party size and the time, checks what's open, and tries to confirm.
Requests come from
9:40 PM
CallIn
Table for 4 this Friday?
9:41 PM
CallOut
Friday at 7:30 is open. Should I hold it?
9:42 PM
CallIn
Yes, under Elena.
9:42 PM
CallOut
Held. Confirmed on the call.
The call that booked it
Elena M.
Any chance of a table for 4 this Friday?
Open line
Friday at 7:30 is open for four. Should I hold it under your name?
Elena M.
Yes. Elena. One high chair if you have it.
Open line
Booked. Friday at 7:30, party of 4, high chair noted. See you then.
Try it
Pick a call and play the customer. A short demo of how the desk sounds.
Who it's for
Home services, clinics, restaurants, and anyone whose calls pile up by dinner. Same desk. The opening line changes with the trade.
Leads
“Are you considering replacing your roof this year?”
Queries
“Your furnace is due for a look. Want a tech out this week?”
Leads
“Have you looked at what solar would cost on your roof?”
Leads
“You asked about a kitchen. Can I book a walkthrough?”
Feedback
“How was your visit today?”
Reminders
“You have a cleaning Thursday at 10. Will you be there?”
Leads
“You asked about the house on Maple. Want a showing?”
Renewals
“Your policy renews next month. Want a second quote?”
Bookings
“Table for four on Friday?”
Bookings
“Can I get in Saturday morning?”
Queries
“Do you have anything open this week?”
FAQ
Yes. Forward your existing number to the Openline number, or publish the Openline number as the desk line. It picks up and answers on your behalf.
Ready