For small service businesses: answer routine website questions from approved information, capture a useful enquiry and give the next step an owner. Available after setup; your team reviews exceptions.
Website answers and contact capture after setup. Booking requires a supported calendar and verified configuration. Advisory and quotation drafts are agreed separately. Invoice, review and repeat-business services are planned. Check current scope →
See how Procora worksA clear route through the work
Website chat answers within the approved setup and records the enquiry. Your team handles unanswered questions and exceptions. Booking requires the right package, calendar and availability.
Answer from approved knowledge, capture the details and bring the next decision to your team.
Available after setupExplore enquiriesOwner-maintained knowledge · example
Prepare the follow-up. Keep the quotation and the owner's decision in view.
Limited trial by agreementExplore quotation draftsManually entered quotation
Use the free audit for observations from your public website. For advisory work, bring one repeated task, its responsible person and an anonymised example. We agree the scope, a prioritised action plan and the completion test before starting.
AI for inbound enquiries: questions, qualification and sales handover →
Start with one task. Connect the next when you are ready. Keep the work defined, the systems connected and your team in control.
See how it works
Solutions (5)
Enquiries & Appointments
Give the enquiry a useful answer and a clear next step.
Sales & Quotations
Prepare the next follow-up, with the quote and owner decision in view.
Invoices & Cash Flow
A clear next action for an unpaid invoice, with disputes routed to a person.
Marketing & Repeat Business
A neutral, timely invitation after a completed interaction.
Relevant follow-up when a repeat need is due, with permission checked first.
Further areas
These areas are future possibilities. Tell us about the task before assuming a service exists.
Visible work
See what was proposed and what actually happened.
Keep the conversation and its next step together.
Review a draft before deciding what should happen.
Questions outside the agreed scope come to your team.
Illustrative workflow — demo data
A captured enquiry, a quotation draft and a decision for the owner. Different kinds of work, with the responsibility clear.
Explore the workflow →| Work | Recorded activity | Next step | Status |
|---|---|---|---|
| Website enquiry | Details captured | Team review | Recorded |
| Quotation Q-1042 | Follow-up draft prepared | Owner approval | Nothing sent |
| Customer question | Price change requested | Handed to owner | Human decision |
Illustration of an existing enquiry service and draft pilot. It is not a live dashboard or a customer result.
Example workflow
A website question arrives while the team is busy.
Approved knowledge helps answer. The necessary details and unanswered questions are saved.
Your team reviews the request and decides how to respond. Booking depends on setup.
The information stays together. The decision stays yours.
Explore the enquiry service →
Resources (3)
Keep the original offer, the next question and the owner's decision together. Set clear boundaries before any customer contact.
Read the guideTurn a website question into a useful answer or an owned next task, without losing the customer's context.
Read the guideChoose one recurring problem, define its limits and test the next step before connecting more work.
Read the guide