A use case library for the whole front office
Browse 40 workflows teams run on Frontdesk, from one-click refund buttons on tickets to missed-call text back, waitlist backfill calls, and bilingual answering.
Every workflow is assembled from the same blocks: fields on tickets and contacts, sequences that react when they change, and an AI that talks on every channel. Pick one to see how it runs.
Ticket buttons and field automations
Add a field to any ticket and let flipping it run the work. Your team makes the decision, Frontdesk does the follow-through.
One-click refund button
Add a Refund initiated field to support tickets. When your agent flips it to Yes, Frontdesk calls your payment processor, confirms with the customer, and closes the ticket.
See the workflow →Callback request button
Flip a Callback requested field and Frontdesk dials the customer for you, retries on no answer, and logs the conversation back to the ticket.
See the workflow →Approval status automation
When an Application status field moves to Approved, the applicant gets a congratulations call, the paperwork email, and a booked next step without anyone touching a phone.
See the workflow →Dispatch confirmation field
Set Technician dispatched to Yes and the customer gets the ETA text, the day-of reminder, and the after-visit follow-up automatically.
See the workflow →Cancellation approval workflow
When a cancellation is approved on a ticket, the customer gets written confirmation, the record updates everywhere, and a win-back check-in schedules itself for later.
See the workflow →Missed calls and after-hours coverage
Answer what rings, rescue what does not, and keep nights, weekends, and holidays covered.
Missed-call text back
Every call you miss gets a text within seconds that answers the question or books the appointment before the caller dials a competitor.
See the workflow →Voicemail to ticket
Voicemails become transcribed, assigned tickets instead of a red light nobody checks.
See the workflow →After-hours emergency triage
At 2am the AI answers, separates a burst pipe from a noise complaint, and wakes the on-call person only when your rules say to.
See the workflow →Overflow call answering
When every line is busy, the AI catches the bounce, helps the caller, and hands your team a clean summary instead of a missed-call log.
See the workflow →Speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
A form submission triggers a phone call in under a minute, while the lead is still on your website.
See the workflow →Web chat to booked appointment
The website chat answers real questions from your knowledge base and converts visitors into booked appointments without a form in sight.
See the workflow →Quote follow-up sequence
Sent quotes stop dying in inboxes. A timed cadence of texts and calls runs until the customer decides, one way or the other.
See the workflow →Ad lead qualification
Leads from ad campaigns get called, qualified against your criteria, and sorted into hot, warm, and disqualified before your sales team looks up.
See the workflow →Referral intake automation
When a referral comes in, both sides get handled: the new customer gets a fast welcome call and the referrer gets thanked the same day.
See the workflow →Scheduling and reminders
Fill the calendar, confirm it, and recover the slots that fall through.
Reminder cascade
Email three days out, text the day before, call the morning of. Each reminder can confirm, cancel, or rebook on the spot.
See the workflow →No-show recovery
Missed appointments trigger an immediate, graceful rebooking conversation instead of a quiet revenue hole.
See the workflow →Waitlist backfill calls
A cancellation triggers calls down your waitlist, in order, until the slot is filled. Total elapsed time: minutes.
See the workflow →Recurring service reminders
Six months after the last visit, the AI calls to book the next one. Recall becomes a field on the contact and a sequence that never forgets.
See the workflow →Reschedule by text
Customers reschedule the way they want to: by texting. The AI negotiates the new time against live availability and updates the calendar.
See the workflow →Reviews and feedback
Ask at the right moment, and intercept problems before they go public.
Post-service review requests
Happy customers get asked for a review at the exact moment they are happiest, on the channel they actually open.
See the workflow →Negative feedback intercept
The unhappy customer talks to you before they talk to Google. Bad survey replies trigger an immediate manager alert and a same-day recovery call.
See the workflow →CSAT surveys by text
One-question satisfaction surveys by SMS, scored into your CRM, with every detractor routed to a human while the experience is still fresh.
See the workflow →Billing and collections
Polite, persistent money conversations that run themselves until a human needs to decide.
Payment reminder outreach
Invoices coming due get a friendly text. Invoices past due get a call. Your team gets involved only when a conversation needs judgment.
See the workflow →Failed payment recovery
A failed card kicks off a recovery cadence measured in hours: a text with the update link, an email, then a call before the next billing cycle.
See the workflow →Invoice question hotline
Callers asking about a balance, a charge, or a due date get the real answer from your billing data, on the first call, with no hold music.
See the workflow →Collections escalation ladder
Aging receivables climb a defined ladder: reminder at 15 days, call at 30, formal notice at 60, human at the end. Every step logged, every account treated the same.
See the workflow →Orders and deliveries
Status questions answered around the clock and delays announced before customers ask.
Order status hotline
Callers asking where their order is get a live answer pulled from your order system mid-call, around the clock.
See the workflow →Shipping delay notifications
When an order slips, every affected customer hears it from you first, by text, with the new date and an honest apology.
See the workflow →Return authorization automation
An RMA approved field that, once flipped, sends the label, the instructions, and the refund timeline, then chases the package until it ships back.
See the workflow →Back-in-stock callbacks
Out-of-stock disappointment becomes a list, and restocking flips a field that calls everyone on it, in order.
See the workflow →Pickup-ready notifications
Flip Order ready and the customer gets a text. Unclaimed orders get a reminder, then a call, until the shelf is clear.
See the workflow →Field service operations
Dispatch, ETAs, parts, and emergencies coordinated over phone and text.
Emergency dispatch line
A dedicated line where the AI takes the address, assesses severity by your rules, pages the on-call tech, and texts the caller the ETA.
See the workflow →Job status update texts
Each stage of the job texts the customer as the ticket field changes: scheduled, en route, in progress, done. The phone stops ringing because people already know.
See the workflow →Parts arrival scheduling
When the part lands, flip Parts received and the AI calls the customer to book the install before the part gathers dust.
See the workflow →Work order intake by phone
Callers describe the problem, the AI asks the follow-ups a dispatcher would, and a complete work order appears with photos requested by text.
See the workflow →Front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Call triage and transfer
Every call gets answered, understood, and routed: handled by the AI, transferred with context, or ticketed for later. Your team only hears the calls that need them.
See the workflow →Bilingual call answering
The AI greets in English, continues in Spanish when the caller prefers it, and serves both with the same knowledge and booking calendar.
See the workflow →Known-caller recognition
Repeat callers skip the interrogation. The AI loads their history before the first hello and picks up where the last conversation ended.
See the workflow →Phone intake forms
Your intake form, administered by voice. The AI asks every field, validates the answers, and files the result as a structured ticket.
See the workflow →FAQ answering from your website
Hours, pricing, policies, directions: the AI answers from a knowledge base built off your website and documents, and re-syncs itself when your site changes.
See the workflow →