HeyEthan.ai Automation & Team Workflows
A Great Conversation.
A Clear Next Step.
Help customers get answers and give your team the information it needs to act. We connect your assistant to approved notifications, follow-up tasks, and business workflows built around the way you work.
Request a ConsultationFrom Conversation to Action
Keep Requests Moving to the Right People.
Define what your assistant should collect, which actions it may take, and when your team should step in.
HeyEthan.ai Main Demo Line
Meet the concierge, explore the experience, and try an available industry demo.
- Caller Reaches the Concierge A welcoming conversation begins.
- Explore the Business Need The concierge explains the relevant experience and offers a demo.
- Enter the Selected Industry Demo Try a customer interaction with the appropriate demo assistant.
- Experience the Configured Outcome See how the assistant handles the request within that demo’s scope.
Lawn Care & Property Services
Capture service needs and give the team a clear request to follow up on.
- Customer Calls About Service Lawn maintenance, cleanup, or another approved service.
- Assistant Collects the Details Contact information, property address, service needs, and preferred timing.
- Appointment or Estimate Request Capture the request or use connected scheduling where included.
- The Appropriate Team Follows Up Receive the details needed to confirm the next step.
Restaurant Phone Orders
Capture the order, offer secure checkout, and let staff review it in a dedicated dashboard.
- Assistant Captures the Phone Order Collect order details and special instructions.
- Customer Uses a Secure Payment Link Checkout happens on the customer’s own device.
- Dashboard Shows the Payment Status The connected payment workflow updates the order.
- Staff Reviews and Accepts the Order The team controls the next step in preparation and fulfillment.
HVAC Service & After-Hours Coverage
Capture heating and cooling requests and notify the appropriate team, including the designated on-call technician after hours.
- Customer Reports a Service Issue A heating or cooling concern during business hours or after hours.
- Assistant Captures the Request Collect the service address, callback number, and problem details.
- Route by the Approved Coverage Rules Notify the service team during business hours. After hours, text the designated on-call technician when that workflow is configured.
- Staff Confirms the Next Step The team or on-call technician follows up and confirms service timing.
CPA Firm: Tax-Form Submission
“Where should I send my tax form?” Give clients clear instructions for the firm’s approved submission process.
- Client Asks Where to Send a Form Identify the submission help needed.
- Use the Firm’s Approved Guidance Explain the designated secure document-submission process.
- Direct the Client to the Next Step Provide approved upload instructions or a configured delivery of those instructions.
- Route Additional Help to Staff Capture an assistance request if the client needs help completing the submission.
CPA Firm: Tax-Return Status
“What’s the status of my tax return?” Follow the firm’s verification and disclosure rules before sharing client information.
- Client Requests a Status Update Identify the request for the firm.
- Follow Approved Verification Rules Verify the caller before disclosing protected client information.
- Use Authorized Status Access Retrieve a permitted status only when the connection is configured and available.
- Provide Status or Route for Follow-Up Share an authorized status with a verified caller, or send a request to the assigned team.
Built around your approved workflow. Illustrative examples show possible deployment paths. Available connections, notifications, scheduling actions, and information access are defined and tested for your implementation.
Connected Team Workflows
Give Your Team the Information to Act.
Bring the right details into the right workflow, with clear ownership and a defined next step.
Team Notifications
Send relevant call details to approved recipients through the notification channels included in your deployment.
Inquiry Routing
Route requests by service, location, department, or another agreed business rule so the appropriate team receives the information.
Follow-Up Tasks
Connect a captured inquiry to a defined next action, such as a callback request, appointment request, or staff review task.
Customer Instructions
Provide approved directions for the next step, including where to upload documents, how to complete checkout, or how to prepare for a visit.
Connected Information
Scope access to relevant business information when a suitable connection is available, with verification rules for information that requires them.
After-Hours Handoffs
Capture requests outside business hours and notify the designated on-call contact through an approved text or other configured channel. Define which requests need staff review.
Secure payments stay off the phone. Our assistant never asks for and will not accept credit-card details over the phone. Customers use a secure payment link delivered by text or email through the configured workflow.
Built Around Your Team
Your Process Defines the Next Step.
A restaurant order, a service inquiry, and a client-status request need different handling. We work with you to define what the assistant can complete and what belongs with your staff.
Connections may use your existing systems, an automation platform, or custom development. The selected approach and included actions are defined in your proposal.
What We Define With You
- Trigger: Which call outcome starts the workflow.
- Information: What the assistant needs to collect.
- Destination: Which team or system receives the request, including the designated on-call contact.
- Permissions: Which actions and disclosures are allowed.
- Timing: Business hours, after-hours coverage, and agreed notification rules.
- Exceptions: What happens when information is missing, a connection fails, or staff review is needed.
Common Questions
Team Workflows, Explained.
Can different requests go to different teams?
Yes, where included in the configured workflow. We define routing rules around your services, departments, locations, and ownership requirements.
Can you notify our on-call person after hours?
We can scope a workflow that texts the designated on-call contact with captured request details. Your coverage hours, recipients, and routing rules are configured during setup. Staff acknowledgment and dispatch confirmation are separate workflow steps.
Can we keep using our existing systems?
We begin with the systems your team uses and review the connection options for the workflow you need. Supported actions and account access are confirmed during scoping.
Can the assistant give clients a tax-return status?
Only when an approved connection, caller-verification process, and disclosure rules are configured. Without authorized access to a current status, the assistant captures a request for staff follow-up. It does not invent a status.
Can the assistant tell customers where to upload documents?
It can provide your approved submission instructions and direct customers to the designated process. Personalized links or account-specific instructions require the appropriate connection and access rules.
What happens if an automated action fails?
We define exception handling as part of the workflow, including what the customer is told and how staff receives the request when an action cannot be completed.
Are all workflows included in every package?
Your proposal identifies the included actions, connections, and notification channels. Additional systems, custom development, and third-party subscriptions are scoped separately where applicable.
Give Every Inquiry a Clear Next Step.
Tell us what happens after a customer calls today and what you want to improve. We’ll help define a workflow that fits your business and your team.
Request a Consultation