Platform · Messaging

Web chat and SMS that keep the lead in one thread.

AI Employees meet homeowners on the site and on text with the same context. Quotes, booking windows, and job updates stay connected so paid leads do not go cold overnight.

2-way

Threads that book and update — not dead-end replies

Chat+SMS

Website and text under one playbook

Instant

Reply while the visitor is still on the page

Shared

Context carried into Voice and Email

Why Messaging keeps the lead warm

One thread from site to text

Start on web chat, continue on SMS. The ZIP, issue, and preferred window travel with the customer.

Elyt · one desk

Chat · ZIP captured
SMS · window offered
Booked · confirmation sent

Actions inside the conversation

Verify details, offer slots, and confirm in-thread — not a ticket that waits until morning.

Channels homeowners already use

Web chat on the site, SMS on the phone they live in — under your shop identity.

ServiceTitanHousecall ProJobberGHL

Pairs cleanly with Voice

A call can continue as text, or a text can escalate to a call, without resetting context.

ZIP verified
Window offered
Confirmation queued

Audit-ready history

Full conversation record for the desk, estimators, and owners who want the trail.

RulesAuditWarm transferQuiet hours

Shop playbook · human takeover ready

Inside the platform

The text desk that remembers the call

Prompt, channels, working hours, and autopilot live beside a live test thread. Reschedules handled, calendar updated, confirmations sent — configured once per shop.

app.elyt.agents
Appointment Reminders Autopilot

Prompt

ELYT DESK MODEL

You are the appointment coordinator for {{shop_name}}. Customers text this number to confirm, move, or cancel visits. Pull history from the shared desk memory before asking again.

Tone

Warm, brief, and human. First names only. One question at a time.

Rules

  • Always offer the next two open slots from live capacity.
  • Confirm every change with a short SMS receipt.
  • If a customer reports no-cool or water damage, stop scheduling and hand off to dispatch.

Channels

Connected

SMS

+1 (602) 555-0142

Live

Voice agent

Answers calls on this number

Live
Calls and texts share one number. If a customer calls, the voice desk answers — and both agents see the same conversation history.

Add a channel

WhatsApp via Meta Business+ Add
Web chat widget+ Add

Test conversation

as +1 (602) 555-0142
Call finished · 3m 42s — Voice desk booked a 2–4 window

SMS follow-up · sent automatically after the call

Hi Jordan, great chatting just now! You're booked for a diagnostic tomorrow 2–4 with Desert Air. Reply HELP anytime.

Delivered · 2:38 PM

Hi, I have a visit tomorrow but something came up. Can I move it?

2:41 PM

Of course — Thursday 10:30 AM or Friday 2:15 PM. Either work?

Delivered · 2:41 PM

Messaging desk · demo layout · channels share one agent memory

From first ping to booked outcome

01

Identity checked in the thread

Name, address, and ZIP confirmed without sending the customer to a form graveyard.

In-thread checks

Verified without leaving chat

Name · Jordan P.
ZIP · 85045
Issue · warm air

Cleared to offer a window

02

Live systems mid-conversation

Open windows and membership status are read while the customer is still typing.

Live lookup

Read mid-conversation

Next windowTomorrow 1–3
Membershipactive
Techsouth route

Live data — not a stale copy

03

Booked without leaving the chat

Multi-step scheduling finishes in the same thread — including photo requests when needed.

In the conversation

Booked without leaving chat

Slot booked · 1–3
Photos requested
Confirmation sent

Completed in-thread

04

Closed with a full record

Confirmations land in the same conversation and the desk keeps a clean history.

Close-out

Closed with confirmations

14:02Intake complete
14:04Slot booked
14:05SMS confirmation

History kept in one place

Quality

Complex requests without rigid scripts

Intent-first messaging that follows your policies instead of keyword trees.

  • Understands intent — not brittle keyword matching

  • Pulls live availability mid-thread

  • Follows service-area and membership rules every time

  • Completes multi-step booking instead of escalating early

  • Consistent tone across chat and SMS

  • Full history ready for a human takeover

Key capabilities

Two-way messaging

Every enquiry answered, instantly.

  • Website chat while ads are running
  • FAQs — hours, pricing, service area
  • Appointment booking and reschedules
  • Order and job-status questions
  • Lead qualification and intake
  • Details confirmed in-thread
  • 24/7 replies — no hold music

Proactive outreach

Follow-up on the channels customers read.

  • Speed-to-lead texts on new forms
  • Appointment reminders that cut no-shows
  • Estimate follow-up nudges
  • Dormant list reactivation
  • Quiet hours and opt-out respected

Human handoff

When a person must join.

  • Clean transfer with full history attached
  • Escalation into queues you already run
  • Customer stays in the same thread

Systems

Works with your existing systems

Connects to the CRM, scheduling, and operational tools you already use. Actions in messaging write directly — no double entry.

During the run

Appointment written to your calendar

Record updated in your CRM

Confirmation sent in the same thread

Photos attached to the job file

Channels

Web chatSMSIn-app messaging

Desk tools

ServiceTitanHousecall ProJobberGoHighLevelGoogle Calendar

Writes into

CRMCalendarsDispatch notesConfirmations

Multi-channel

Seamless continuity with Voice

Start on a call and continue on text — or the other way around — without losing context. Your team never loses the thread.

One thread

  1. 01 · MessagingReschedule requested · details verified
  2. 02 · VoiceComplex question · call continues the thread
  3. 03 · SMSConfirmation sent · nothing repeated

Built for shops that live in text threads

  • Same booking rules as Voice — different door
  • Works beside your existing SMS number
  • Opt-out and quiet hours respected on outreach
  • Full conversation history for the desk
  • Pairs cleanly with Front Office seats

Frequently asked questions

  • Website chat and SMS under your shop identity, with conversation history kept in one place. Proactive texts follow the quiet hours and opt-out rules you set.

Ready for messaging that books while the lead is still warm?

Book an assessment. We map chat, SMS, and handoffs into one AI Employee desk for your shop.

A working session with the team that builds the shop playbook — not a scripted demo.