One platform for service teams
A unified system for exceptional customer experience, team and task management.
AI answers every call, text and chat. Your team runs every job, task and shift from the same place.
Free for 30 days. Card required. Nothing is charged today.

Inbox4 open
- Priya R.Is Thursday still free?Chat
- Rachel W.Water heater is leakingSMS
- Marcus B.Can you quote a furnace?WhatsApp
- Nadia K.Missed call, text sentPhone
Rachel Whitfield
AI onHuman handlingMissed call · 2:14 PM · text sent
AI ASSISTANTSorry we missed your call. How can we help you today?
Water heater is leaking. Can someone come today? And is this covered by the service plan?
AI ASSISTANTWe have 3:00 to 5:00 open today. Want me to book it?
Yes please
Booked today, 3:00 to 5:00 · added to the job board
AI EscalationCustomer needs specific plan details that I can't confirm.
AI ASSISTANTLet me bring in a team member who can help with this. Someone will reply here shortly.
Agent · AmaraHi Rachel, Amara here. Yes, your service plan covers this repair. See you between 3:00 and 5:00.
The TMS workspace · your global queue
Assign a task to yourself from the queue
The record opens · chat and notes load · the clock starts
The customer's journey so far
The AI already prepared the work
Approve, edit, redo or reject
The task is complete · the clock stops
Done · back to the queue
Available Tasks All (2)Overdue (1)
AllLeadsQualifiedCustomersNeeds review (1)
Jordan RiversLeadAgreement Details
Prepare the agreement
MediumAI draft readyIn ProgressCompletedStage #6Due today
Last touched: 12h agoAssign to me
Brightline StudioLeadNew contact
Contact record created
LowStage #0Due 5 days ago
Last touched: NeverAssign to me
Showing the top 2 of 2
Conversation
Pick a task to see the customer conversation here.
Can you send the agreement over today?
AI ASSISTANTYes. Your agreement is being prepared now and will be sent here today.
NotesTask completed: Collect agreement details · Yesterday, 3:13 PM
No customer on screen
Pick a task from the queue and the customer's record opens here.
Jordan RiversActiveLeadStage 6: Agreement Details11 of 27 done
AI summaryStaff onlyJordan is in the Agreement Details stage. The scope is agreed; the agreement goes out once a person approves it.
JourneyTasksTimelineDetailsFiles
New contact Done1 of 1 done
Initial Outreach Done2 of 2 done
Discovery Call Done2 of 2 done
Solution Assessment Done2 of 2 done
Proposal Delivery Done2 of 2 done
Agreement Details Now1 of 2 done
AI draftInternal working draft, prepared by the AI for review only.
Service Agreement
Prepared for: Jordan Rivers
Prepared by: AI draft, pending review
Date: [Insert date]
Completion note
Drafted the service agreement from the discovery and proposal stages. Covers the five services discussed.
This is what gets saved to the customer's notes when you approve.
Approve and completeEditRedoDiscardReject
Task Controls
No task in progress
Open a task to start the clock and get the completion controls.
Time TrackingSession active
Working on: Prepare the agreement
00:00:10
Started: 3:43:56 PM
Ask the customer for
DocumentsPayment
Each one emails a secure link and is saved on this customer's record.
Complete TaskAssigned to youMy schedule
Now: Working · Up next: Lunch, 1:00 to 1:30
Assigned to you
Draft approved and task completed
My time Your clock runs while a task is open
AUX Working00:41:09Throughput14
First-pass yield96%
Occupancy81%
Adherence97%
| Staff | Status | Completed | Adher. | Today |
|---|---|---|---|---|
| Amara O. | AvailableWorking | 6 | 97% | 5h 12m |
| Daniel K. | Available | 4 | 94% | 4h 03m |
| Sam B. | Lunch | 3 | 91% | 3h 40m |
| Priya T. | Training | 1 | 96% | 2h 15m |
Team (4 active)
My performance
You are 3rd of 9 on throughput
Turnaround 22m median
My schedule
Now: Working
Up next: Lunch, 1:00 to 1:30
This weekOpen
38h 20m logged across 4 staff
Approve & lock weekWeek approved and lockedCustomer experience.
AI answers chat, texts, WhatsApp and calls.
Booking and follow-up.
Booked, reminded and asked for a review.
Task management.
Every job moves through one pipeline.
Team management.
Schedules, live status and time tracking.
One inbox and one bill for every channel below.
Set up in three steps
1
Train the AI.
Connect your website and upload your documents. The AI learns your hours, prices, services and policies and answers from them.
2
Turn on the channels.
Add the chat widget to your site, then a phone number for texts and calls whenever you are ready.
3
Let it run.
The AI answers, qualifies and books. Your team picks up conversations and jobs from one shared inbox and task queue, with full context.
The engine under all of it
One AI engine built the hard parts for you.
The same engine that answers your customers also does your setup. It reads your website and documents and builds your knowledge base, drafts your AI assistant's persona, opening message and rules, and tailors a proven task pipeline to your business for you to approve, so day one starts from a working system, not a blank screen. It re-checks your website every week and shows you the questions it could not answer, so it keeps up with your business as you go.
Every customer answered. Every job run. Every hour tracked.
What Peakify CX runs for you, from the first hello to the approved timesheet.
Inbound calls
AI voice answers the phone when you are on a roof or under a sink.
- Answers and qualifies every caller
- Books while the caller is still on the line
- Transfers when a person should take it
With your Peakify number
Outbound calls
Call customers from your business number, in the calling app you already like.
- Your calling credentials are ready in a couple of clicks
- Works with Groundwire, Zoiper or a similar calling app
- Calls land on the customer's record
With your Peakify number
Text messages
A missed call becomes a text conversation your AI employee handles.
- The AI replies to inbound texts for you
- Missed calls get a text back automatically
- Your team can take over any thread in one inbox
With your Peakify number
Website chat
Answers questions and captures leads on your site, day and night.
- Installs with one line of code
- Answers from your own documents and website
- Hands off to a person with the full history
Every plan
WhatsApp Business
The same AI on the channel your customers already open every day.
- Answers day and night
- Shares one inbox and one customer memory
- Qualifies the lead before handing off
Every plan
Email
Your support address, answered by your team from the same inbox as everything else.
- Forward your address, emails land in your inbox
- Replies go straight back to the sender
- Same customer history as every other channel
Every plan
Appointment booking
Customers book a genuinely free time, on your booking page or straight through the AI.
- Two-way Google Calendar sync
- Reminders and a self-serve reschedule link
- A review request when the job is done
Every plan
Task management
Every job moves through one pipeline, from new lead to done.
- Tasks created at every stage
- Your team claims work from a shared queue
- Payment requests sit beside the job
Every plan, more on Pro
Team management
Know who is working, and on what, without asking.
- Staff schedules and live work status
- Time tracked against real jobs
- Approve timesheets in one place
Pro and up
Coming soon
Each one switches on as soon as it is ready.
Instagram
Direct messages to your business profile land in your inbox.
Needs Meta approval
Facebook Messenger
Messages people send your Page, answered beside everything else.
Needs Meta approval
WhatsApp Calling
Voice calls over WhatsApp, in the same phone system.
On the roadmap
Note taking
Our Chrome extension takes the notes in your Google Meet calls.
Needs Chrome Web Store approval
One memory across every channel. The AI remembers the customer whether the conversation started in chat, a text or a call.
Plans start at $99 a month.
Starter is $99 a month for 1,000 monthly active contacts. Time tracking and team management start on Pro. Set it all up free for 30 days, then pay when you go live.
Questions people ask first
Will the AI sound like a robot?
It answers from a knowledge base built from your own website and documents, so it talks about your hours, prices, services and policies. You set the rules and scope, and you can turn it off for any conversation.
What happens when it cannot answer?
It hands the conversation to a person on your team with the full history attached. Your team picks up in the shared inbox. The AI answers. Your people stay in charge.
Is my customer data safe?
Your data stays in your account and is not shared. Every plan includes two-factor sign-in, an audit log and data export, and payment runs through Stripe.
What happens at the end of the 30 days?
Your plan starts and the card you signed up with is charged the plan price. If the charge fails, or you cancel first, you do not lose your account. You keep it as a free plan: the chat widget stays live, your team can reply without limit, and the AI answers your first 50 conversations, a one-time allowance, not a monthly one. Nothing you built goes away, and you can go live any time.
Run it so nothing falls through the cracks.
Set up the AI, add the chat widget and invite your team during your trial.
Free for 30 days. Card required. Nothing is charged today.