Tell Quoti what happened after a call

After a call, tap the mic at the top of the conversation, say what you and the client agreed, and tap Send to Quoti Ai. Quoti Ai saves your note and takes care of the next step: a text, a booking, a call reminder or a follow-up later.

Before you start

Quoti Ai must be on. The mic button is hidden when Quoti Ai is off and for limited workers.

From a conversation or a client page

1. Open the client's conversation from Inbox, or open the client's page.
2. Tap the mic button at the top.
3. Under What happened?, tap the mic on your keyboard and talk. For example: "She wants to think about it, text her Thursday."
4. Tap Send to Quoti Ai.

You see "Got it. Quoti Ai is on it." You don't have to write neatly. Quoti Ai fixes obvious speech-to-text mistakes.

From a request

1. Open the request and tap Log call outcome on the Follow-up card. The Call outcome sheet opens.
2. In Tell Quoti Ai, say what happened. For example: "wants a call back at the end of the day".
3. Tap Send to Quoti Ai.
4. After "Quoti Ai is reading your note…", the sheet shows Here's what Quoti Ai is doing.
5. Tap Done.

If nothing comes back after a short wait, the sheet says Quoti Ai saved your note and to check the conversation in a minute.

To pick the outcome yourself instead, tap Or pick it yourself ›.

What Quoti Ai does with your note

• Saves the note on the client.
• Drafts a text when the note asks for one, like sending a price or answering a question. It shows as TEXT WAITING FOR YOUR OK. Tap Review and send › to check it, then Go ahead.
• Books the visit if the client agreed on a day and time. The text then says it also books that time when you tap Go ahead.
• Plans a follow-up text if the client needs time, for example to think, to talk to someone, or until next season. It shows as FOLLOW-UP TEXT PLANNED with the date.
• Sets a call reminder if you want to call back. "End of the day" means your closing time (5:00 PM if you haven't set business hours). Morning is 9:00 AM, noon 12:00 PM, afternoon 2:00 PM and evening 6:00 PM. A day with no time means 9:00 AM. It shows as CALL REMINDER.
• Marks the request not interested if the client went with someone else: "Request archived as lost. No more follow-ups."
• Remembers lasting facts for future texts, like a gate code, a pet or who decides. It shows as QUOTI AI REMEMBERS.

Tips

• Say everything in one note: "Send her the gutter price, 150 dollars, and remind me to call her Friday afternoon."
• Each note is handled once. Quoti Ai doesn't repeat a call reminder from an earlier note.

Related articles

• Follow up later when a client says "not now"
• Answer a new request
• Act on the cards on your Home screen
• What Quoti Ai does