Conversational booking
Guide each visitor through a friendly, step-by-step experience tailored to what they need.
BookSmart AI turns website conversations into qualified leads, configured quotes, and confirmed service appointments using your real availability.
BookSmart AI gathers the details your office needs and keeps each step connected to the field-service workflow.
A natural opening question replaces a long list of form fields.
Nexus knowledge and your configured questions guide the customer.
Contact information, service address, consent, and job context stay organized.
Show live arrival windows or collect a preferred time for confirmation.
Service, address, selected time, and next steps are confirmed clearly.
Send the confirmed appointment to ServiceTitan or Launch365 FieldOps.
The customer receives branded details, reminders, and self-service options.
Guide each visitor through a friendly, step-by-step experience tailored to what they need.
Present available dates and arrival windows using current scheduling capacity.
Create confirmed jobs and appointments in ServiceTitan or Launch365 FieldOps.
Use Quote Wizard questions and pricing packages to provide estimates when appropriate.
Look up customers by phone and reuse saved contact or service-location information.
Answer relevant questions using the company knowledge already connected to Nexus AI.
Collect preferred dates and times for staff confirmation when live booking is not appropriate.
Recognize conversations that need your team and preserve the full context for follow-up.
Record the customer’s explicit text-message opt-in or opt-out response.
Optionally reconnect with opted-in visitors who leave before completing their booking.
Give customers clear confirmation details and, when enabled, simple tools to manage their appointment without creating more office work.
BookSmart AI follows the services, pricing logic, availability, and handoff paths your team configures.
Control what can be booked, what information is required, and which questions should be asked.
Use live capacity where available or route the conversation into a booking request for staff review.
Escalate sensitive, unusual, or urgent situations while retaining the conversation details.
Capture messaging permission explicitly and retain the response with the booking record.
Already using BookSmart Forms? BookSmart AI is the conversational add-on for businesses ready to guide, qualify, and book in one experience.
BookSmart AI is an add-on experience. BookSmart Forms remains available for businesses that prefer a traditional structured scheduling form.
Yes. BookSmart AI can create confirmed jobs and appointments in ServiceTitan or Launch365 FieldOps when the required connection and scheduling rules are configured.
Instant quotes are available when the service, Quote Wizard questions, and pricing packages are configured for that workflow. Other conversations can collect information for staff follow-up.
BookSmart AI can recognize configured handoff situations and preserve the conversation details so your team can continue with context.
When enabled, customers can receive confirmation details and access options to update information, reschedule, cancel, resend the confirmation, or add the appointment to a calendar.
See how BookSmart AI can fit your services, scheduling rules, and field-service workflow.