ECHOReply Desk
Drafts a same-day reply to every new inquiry. Sends nothing until you say so.
Front Office Pack
The inquiry-to-booking loop, with every send waiting for your OK.
Five roles that cover the path from a new inquiry to a booked job, plus the workflows that connect them. Each role asks the agent to keep every customer-facing message as a draft until you approve it.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our free Role CardsFree with the unlocked library11 entries
What's inside
Roles
Agent at the Door
For calls and messages from a customer's AI agent. It shares your public facts and confirms nothing.
Booking Assistant
Offers open times from your free/busy calendar and collects the details. You confirm every booking.
Scope and Quote
Drafts every quote from your current price book, with its assumptions listed. Sending and pricing stay with you.
Follow-up Desk
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
Workflows
Answer new inquiries
Every new inquiry gets a same-day draft. You approve the exact text before anything goes out.
Inquiry to booked job
The full loop: reply, quote, follow-up and booking, with you at every send and every price.
Limits
The Allowed Answer
Gives the agent an easy out that counts as a good outcome.
Only My Channel Gives Orders
Names the one channel your instructions come from; a message claiming your approval doesn't count.
"No" Closes the Question
When someone says no or stop, the question stays closed.
Checks
The Ten-Row Check
Take your last ten inquiries and give each one a row.
Copy every paste in this pack
Some pastes didn't load, so nothing was copied.
A pasted role guides the agent. Your tool's settings are what stop an action.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.