JL
Jordan LeeCall transcript
Customer history attachedAre you open on Saturday?
Tidy AIUsing your business knowledge
Business hours
Yes — we’re open Saturdays, 9 AM to 2 PM. How can we help?
Context includedReviewed by your team
Calls. Messages. Email. One front desk.
The AI front desk for your business.
Bring calls, messages and email into one shared inbox. Let AI answer from your knowledge, and give your team the context to take the next step.
Illustrative AI reception workspace. Customer calls, texts, emails and website questions arrive in one shared inbox. Tidy AI uses reviewed business hours to answer Jordan, collects details for Emma’s quote request, and passes Alex’s scheduling request to Jamie with the customer history. Three examples repeat automatically. Pause the animation at any time.
One inbox for
- Phone & voicemail
- Text messages
- Web chat
We help with the carrier registration your US number needs during setup. How each channel works
How it works
Three habits, built into every conversation.
01Collect
One customer, one history.
Calls, texts and emails linked to the same customer stay in one history. Separate requests keep their own conversations, with the context beside them.
- Your business line, texts, email and web chat in one shared inbox
- Voicemails arrive as text you can skim
- Past conversations sit next to the new one
Animation: a missed call, a text and an email linked to Maya Chen appear in her customer history in the order they happened, with her customer facts underneath. Separate requests retain their own conversations.
02Answer
Answers from reviewed knowledge.
Tidy AI uses the articles your team reviewed and shows its sources. Questions without a supported answer or permission to act go to a person.
- Replies quote your reviewed knowledge
- You write the approval rules, in plain language
- Anything without a rule waits for a person
Animation: a customer asks about same-day gutter cleaning on Saturdays. Tidy AI matches two reviewed knowledge articles, drafts a reply whose price is quoted word for word from the Weekend pricing article, flags that same-day availability is not covered by reviewed knowledge instead of guessing, and sends that part to Ana.
03Own
Every conversation has an owner.
Assign it, add a task with a due time, leave a note for a teammate. Snooze it until the customer writes back, and it returns to the top the moment they do.
- One named owner on every open conversation
- Tasks and @mentions live inside the thread
- Snoozed work wakes up when the customer replies
Animation: Maya Chen's conversation is assigned to Ana from Scheduling, a task to text Maya the open Friday times is added with a 3 pm due time, and a note mentions Ana with the side gate code. The conversation is snoozed until Maya replies. When Maya texts that Friday at 2 works, it wakes up and returns to the top of Ana's queue marked as needing a reply.
What changes in the first week
Nothing waits in a personal inbox.
Conversations live in a shared inbox, so a sick day or a busy crew never hides a customer.
The context comes with the customer.
Linked calls, texts and emails stay in one history that whoever picks it up can read.
Exceptions go to your team.
When reviewed knowledge doesn't cover the question, a person takes the next step.
Built for
Teams who answer the phone and do the work.
TidyAnswer is made for businesses where the person replying is often also the person on the job.
Bring us one messy customer journey.
A reschedule, a quote request, a late order. We'll walk through how TidyAnswer brings the conversation, your knowledge and the next step together.