Target pallet order
What happens in this call
Target orders a pallet of ice from SF Ice. The AI Phone Agent naturally confirms the request and applies its trained knowledge of the pallet’s weight and quantity.
Lacy.ai deploys AI Phone Agents that help Home Services and B2B Service companies answer inbound and after-hours calls, qualify leads, book appointments, capture orders, route urgent requests, and automate the work that follows every conversation.
Lacy moves work forward.
One call. A clear next step.
Listen to real examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.
Target orders a pallet of ice from SF Ice. The AI Phone Agent naturally confirms the request and applies its trained knowledge of the pallet’s weight and quantity.
Walgreens requests the minimum number of ice bags. The AI Phone Agent uses knowledge base logic to determine the correct quantity and handles the order naturally.
Southwest Airlines orders a pallet of ice and updates the delivery address. The AI Phone Agent reasons through both requests and completes the call in a natural, human-like way.
How Lacy works
A customer call can become captured context and a clear handoff, such as a booking, team alert, CRM update, or follow-up, based on the workflow you configure.
Explore workflow automation →From call to next step
The actions and connected systems depend on each team's setup.
Real businesses. Everyday work.
From booking a roofing appointment to capturing an ice delivery order, see how service teams connect customer calls to the work that comes next.
Read Customer Stories
Paul W. shares how San Francisco Ice moved from after-hours and weekend call support to using Lacy as a full-time call handling layer for the business.
San Francisco Ice · Customer voice
“It reduced overhead and gave us more confidence that customers are getting the right information quickly”
San Francisco Ice Company
Trusted by service businesses modernizing customer operations
Lacy.ai does more than answer the phone. Every conversation is understood, structured, and converted into the next operational action across scheduling, CRM, routing, follow-up, and service delivery.
Schedule Demo ↗AI Optimization included“Lacy.ai helped us think through the full customer journey, not just the phone call.”
Live Operational Flow
A caller needs help. Your team needs the details. Lacy connects the conversation to the booking, handoff, and follow-up that keep work moving.

Inbound, outbound, after-hours, or follow-up. Every conversation starts with a real need.
Answers naturally, follows your service process, and captures the details that matter.
Identifies intent, urgency, and context to determine the right action.
Books, routes, updates the CRM, or triggers follow-up through your configured workflows.
Capture. Understand. Act. Improve. Give your team clear context and review call outcomes to make service more consistent.
Implementation Partner
You know your customers and how your team works. We help turn that knowledge into an AI Phone Agent built around your calls, your systems, and your service process.
Hands-on setup. Real call testing. Support as your needs change.

From the first call flow to ongoing optimization.
Define service types, urgency, customer details, and the next step your team needs.
Set appointment rules, availability, qualification paths, and human handoffs.
Configure CRM fields, calendars, dispatch alerts, and follow-up workflows.
Test real call scenarios, tune agent behavior, and review performance after launch.
Your launch is the beginning. As real calls reveal new scenarios, we help refine your AI Phone Agent around the way your business actually operates.
Book a Free 30-Minute Demo →The Operating Problem
Your customer needs help now. Your team is already busy. When a call, its details, and the next action live in different places, even a simple request can become unfinished work.
Where service starts to break down
It is after hours, the team is on a job, or several customers call at once. A new opportunity reaches voicemail.
A customer may move on.Urgency, service needs, and contact information sit across messages, notes, and memory. Someone has to piece them together.
Your team repeats the work.A booking, a callback, or a dispatch waits for someone to update the right system and tell the right person.
Service loses momentum.A connected way forward
Lacy connects the call to the work that follows. Capture what the customer needs, identify the next action, and pass useful context into the systems your team already uses.

One call. A connected path to action.
Welcome the caller, even when your team is busy.
Capture the need, urgency, and relevant details.
Book, route, or follow up through your configured workflow.
Send useful context to your CRM, calendar, or team.
The result: a clearer handoff.
Your customer knows what happens next. Your team has the context to act.
Configure agents, build workflows, review every call, and track performance in one connected AI voice workspace.
Platform illustrations with sample data. Explore the live platform in your demo.
Track call volume, bookings, lead qualification, and AI phone agent outcomes from one executive performance view.
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Build connected workflows that turn phone conversations into CRM updates, follow-ups, alerts, and business actions.
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Review every customer conversation with recordings, transcripts, caller context, extracted outcomes, and call-level visibility.
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Configure the AI phone agent experience, including voice, model, call handling, behavior, and assistant settings.
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Build structured call experiences visually so teams can move faster without custom code for every call path.
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Capture structured customer data from every conversation and pass it into prompts, systems, automations, and workflows.
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Your next step
Give every caller a clear next step. See how Lacy can help your team answer calls, qualify leads, book appointments, and keep your business systems up to date.

Bring your questions and the call scenarios that matter to your team. Explore how Lacy could fit your business.
Book a Free 30-Minute Demo →30 minutes focused on your business.