Call Performance
Track call volume, bookings, lead qualification, and AI phone agent outcomes from one executive performance view.
WORKFLOW AUTOMATION
AI-Powered Workflow Automation for Customer Calls
Turn every phone call into the next business action.
Book a Free 30-Minute Demo
CaptureStart with the customer’s request
TriggerApply your configured workflow rules
DeliverGet the next step to the right person
EXPLORE THE PLATFORM
See the tools behind every conversation.
Explore six connected views, from call handling to the work that follows.
Platform illustrations with sample data. Explore the live platform in your demo.
HOW IT WORKS
A call ends. The next steps begin.
Turn the outcome into CRM updates, customer confirmations, tasks, and internal alerts, with the context your team needs.
01 / THE NEXT STEP
Capture the outcome.
Lacy captures the customer request, call outcome, and details that tell your workflow what needs to happen next.
02 / THE NEXT STEP
Trigger the right actions.
Your configured rules turn that outcome into CRM updates, confirmations, tasks, and internal alerts.
03 / THE NEXT STEP
Keep the team moving.
The right people receive the context and next step, so work moves forward without another manual handoff.
Example workflows. Actions depend on your connected systems and configured business rules.
Book a Free 30-Minute DemoBUILT AROUND YOUR BUSINESS
Start with the outcome. Connect the next action.
Appointment booked
Keep the customer and calendar in sync.
▦Booking → Confirmation
Explore appointment booked
Update the calendar, send SMS and email confirmations, notify the team, and log the call summary.
Callback requested
Give the request an owner and a next step.
↻Request → Callback task
Explore callback requested
Create a callback task, alert the right team member, update lead status, and track completion.
Urgent request
Get the context to the team that can act.
!Urgency → Team alert
Explore urgent request
Flag the request, notify dispatch, summarize the issue, and move the customer into an escalation path.
Estimate requested
Move a service inquiry into your sales process.
↗Inquiry → Opportunity
Explore estimate requested
Create an opportunity, capture service interest, trigger sales follow-up, and update the pipeline.
Real AI Phone Calls
Hear how Lacy handles real service business calls for San Francisco Ice.
Listen to real inbound examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.
Target pallet order
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 ice order
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 order
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.
These are customer calls handled for San Francisco Ice Company. Target, Walgreens, and Southwest Airlines are callers in these examples, not presented as direct Lacy.ai customers or endorsements. Sensitive details may be redacted for privacy.
These real inbound recordings demonstrate Lacy’s call handling for San Francisco Ice. Workflow availability depends on your connected systems and configured rules.
A CLOSER LOOK
The details, when you need them.
Workflow automation overview
Lacy.ai helps service businesses and home service companies turn call outcomes into automated follow-ups, CRM updates, SMS messages, email notifications, task creation, appointment confirmations, internal alerts, and downstream operations workflows.
Trigger workflows from call outcomes
Sync call data to CRM and systems
Send SMS, email, and team alerts
Automate callbacks, dispatch, and follow-up
Connecting conversations to operations
Example workflow. Supported actions depend on your connected systems and configured business rules.
Turn phone conversations into automated workflows.
Every call creates work. A homeowner calls about an HVAC repair. A property manager calls about a maintenance issue. A roofing lead asks for an estimate. A plumbing customer requests a callback. A commercial account needs urgent support.
Lacy.ai helps capture the outcome of the call and trigger the right workflow. Instead of relying on manual notes, memory, or disconnected systems, your AI Phone Agent can create structured call data that moves into your CRM, calendar, inbox, task system, workflow engine, reporting dashboard, or team alert process.
Every customer call should create the right next action.
A phone call can create a CRM update, task, dispatch alert, SMS confirmation, email notification, appointment workflow, reporting event, or follow-up sequence.
Lacy.ai helps service businesses connect the call outcome to the operational action, so sales, dispatch, operations, marketing, and customer support are not waiting on manual notes or delayed handoffs.
Structured data and workflow triggers
Trigger CRM, SMS, email, and operations actions after every call.
Your team should not have to manually move call details across systems. Use call outcomes to trigger confirmations, updates, internal alerts, tasks, and follow-up.
Capture structured data from every service call.
A call summary alone is helpful. Structured call data is more powerful. Lacy.ai can help capture specific variables from each call, then use that data to trigger workflows across your business.
If the call outcome is appointment booked, your workflow can trigger a confirmation. If urgency is high, dispatch can be notified. If the caller requested a callback, your team can receive an alert.
Workflow recipes, configuration and implementation
AI workflow automation recipes for service businesses.
Start with the workflows that remove the most manual work. Lacy.ai helps turn repetitive post-call steps into repeatable workflows that happen after each call. Learn how AI workflows support service business growth.
New lead workflow
Capture the lead, update the CRM, assign the opportunity, send confirmation, and notify sales.
Appointment booked workflow
Update the calendar, send confirmation, add call notes, notify dispatch, and trigger reminder workflows.
Callback requested workflow
Urgent service workflow
Estimate requested workflow
Post-service workflow
Send follow-up messages, satisfaction checks, review requests, or reactivation workflows.
Manage call workflows from one AI Phone Agent platform.
Configure the agent, build workflows around call outcomes, and review what happened across your service operation.
Configure how the AI Phone Agent collects information, follows business rules, captures workflow fields, and prepares call outcomes for automation.
Create workflows for CRM updates, appointment confirmations, dispatch alerts, callback tasks, SMS, email, reporting, and operations actions.
Track call outcomes, structured variables, workflow triggers, appointment results, callback requests, and follow-up needs.
Use optimization recommendations to improve call handling, variable capture, workflow logic, follow-up consistency, and business outcomes.
Connect Lacy.ai to your business processes.
Lacy.ai is more than AI workflow automation software. It is an AI Phone Agent platform supported by an implementation team that helps configure call workflows around how your service business actually operates.
Most businesses do not just need automation tools. They need workflow strategy, trigger logic, CRM mapping, field definitions, post-call variables, notification rules, testing, and ongoing optimization.
QUESTIONS, ANSWERED
Frequently asked questions.
What is AI workflow automation for customer calls?
AI workflow automation for customer calls uses AI Phone Agents and workflow logic to turn call outcomes into automated actions, such as CRM updates, SMS confirmations, email notifications, task creation, dispatch alerts, and follow-up workflows.
What are post-call workflows?
Post-call workflows are automated actions that happen after a customer call. They can include updating a CRM, creating a callback task, sending a confirmation, notifying a team member, logging a call summary, or triggering a follow-up sequence.
How does Lacy.ai capture structured data from calls?
Lacy.ai can help capture structured variables from phone conversations, such as caller name, phone number, service address, service type, urgency, appointment status, callback request, lead status, and disposition.
Can Lacy.ai trigger CRM updates after calls?
Yes. Lacy.ai can support CRM-connected workflows that update contacts, leads, opportunities, pipeline stages, notes, call summaries, appointment status, and follow-up fields based on call outcomes.
Can Lacy.ai send SMS and email after calls?
Yes. Lacy.ai can support workflows that send SMS confirmations, email confirmations, reminders, follow-up messages, and internal notifications based on your implementation scope and business rules.
Can Lacy.ai create tasks for my team?
Yes. Lacy.ai can support task creation workflows for callbacks, sales follow-up, dispatch review, support issues, urgent requests, rescheduling, and other operational needs.
Can Lacy.ai automate workflows for home service companies?
Yes. Lacy.ai can support workflow automation for HVAC, roofing, plumbing, electrical, remodeling, windows, flooring, landscaping, pest control, restoration, garage doors, pool service, and other home service businesses.
How is Lacy.ai different from basic call answering software?
Lacy.ai is not just call answering. It helps connect AI Phone Agents to structured data capture, post-call workflows, CRM updates, alerts, confirmations, reporting, and implementation support.
Is Lacy.ai only workflow automation software?
No. Lacy.ai provides both the AI Phone Agent platform and implementation support. Your team gets the software plus AI Optimization services to help configure call flows, structured variables, workflows, integrations, testing, and performance improvements.
SEE LACY.AI IN ACTION
See how your customer calls can trigger the next business action.
Map your call outcomes, connected systems, and follow-up rules in a focused demo.
Book a Free 30-Minute Demo