SJ
Urgent
Sarah JonesBoiler breakdown · ST4
No heating or hot water. Older resident at property.
IVY RECOMMENDSContact within 30 minutes
FOR BUSY, APPOINTMENT-LED BUSINESSES
Every enquiry handled. Every customer kept informed.
Ivy is your AI front-office manager. She responds in seconds, gathers the right information and organises the next step: while you stay in control.
✓ Owner-controlled✓ Approval before promises✓ Adapted to your industry
Ivy · Approval inbox
WHILE YOU WERE WORKING
● Live3 enquiries handled
JB
RoutineJames BrownAnnual boiler service · ST5
✓
Customer answered in 18 secondsNo appointment promised
You’re with a customer.
→A new enquiry arrives.
→They contact somebody else.
Ivy changes that.ONE ENQUIRY. SECONDS OF YOUR TIME.
Ivy handles the admin.
You make the decisions.
A customer gets in touch
Website or email to begin with. Ivy acknowledges them while you continue serving customers.
Ivy gathers what matters
Needs, suitability, risk, location and availability: using questions approved for your business.
You stay in control
Approve, offer another time, call or decline from one concise briefing.
ONE ENGINE. TRAINED FOR YOUR BUSINESS.
Different sectors.
The same front-office problem.
Ivy changes her questions, safeguards and next actions to match the business. Choose an example to see how.
PLUMBING & HEATING
A boiler enquiry arrives while the engineer is working.
Ivy completes the approved safety screen, gathers the boiler details and prepares one urgent briefing for the owner.
Customer enquiry
“No heating or hot water.”
Approved screening
Safety check clear · older resident affected
Owner decision
Urgent slot recommended · nothing promised
Customer updated
Appointment offered after approval
✦
For clinics and regulated services, Ivy supports administration: not professional judgement. She can use approved screening questions, collect consent and prepare a concise briefing. Diagnosis, treatment suitability and clinical decisions stay with qualified staff.
EVERY ENQUIRY. ONE ORGANISED INBOX.
Your customers keep using
the channels they already know.
Connected enquiries can be acknowledged, organised and added to one customer history. Availability depends on the pilot setup and each channel provider.
Website forms and chatAvailable in the pilot
AvailableEmailAvailable in the pilot
AvailableWhatsApp BusinessSupported setup, subject to provider approval
SupportedFacebook MessengerPlanned channel connection
PlannedInstagram messagesPlanned channel connection
PlannedSMS and phonePlanned after the first pilots
PlannedWebsiteEmailWhatsAppMessenger
One front officeEvery contact joined to one customer history✓
Three decisions need youEverything else is already organised
Connects with the tools you already use. Calendar, CRM, forms, email and booking systems can be introduced during supported setup. We confirm compatibility before promising any connection.
WHAT COULD IVY HANDLE FOR YOU?
Build your own example.
Choose the closest answers and see a realistic starting workflow for your business.
YOUR STARTING WORKFLOW
A patient enquiry assistant
Ivy could acknowledge new enquiries, collect consent and approved administrative information, then prepare a booking request for staff review.
1Reply →2Gather →3Review →4Update
BUILT AROUND TRUST
Ivy knows when to ask you instead of guessing.
She can acknowledge customers and collect approved information automatically. Prices, confirmed appointments, clinical questions and unusual situations remain under your control.
Ivy can act
Acknowledge, qualify, log and remind.
Ivy recommends
Appointments, staff allocation and quote drafts.
You decide
Safety, clinical judgement, complaints and exceptions.
TRAIN IVY, DO NOT CONFIGURE AI
Show her how your business works.
A supported setup turns your existing information into clear operating rules. You review everything before the pilot begins.
Business basics
Services, locations, hours and contact preferences.
Your people
Staff roles, skills, availability and escalation contacts.
Your rules
Approved questions, prices, policies and safety boundaries.
Test and approve
Run realistic scenarios before any customer sees a reply.
YOUR DAILY BRIEFING
Open the day knowing what happened and what needs you.
Ivy turns scattered activity into a short, useful briefing rather than another dashboard full of noise.
MONDAY · 07:30Good morning, Sarah.
Six enquiries arrived since yesterday. Everyone received a response.
2ready to book1needs professional review3fully organised
1
Estimated reading time: 35 seconds
Your first decision
A new patient has completed the approved intake questions and requested Wednesday afternoon.
TRUSTED BECAUSE IT IS VISIBLE
Know what happened,
why it happened and who approved it.
Trust is designed into the workflow. It is not added as a badge at the end.
Human control
Important promises and professional decisions can require explicit approval.
Clear activity history
See the customer message, action, business rule and decision history together.
Purposeful data
Collect only the information needed for the agreed workflow and retention policy.
Honest limitations
Ivy supports administration. She does not replace qualified clinical, legal or financial judgement.
Pilot trust packBefore going live, each business reviews access, consent, retention, escalation and deletion arrangements.
MORE THAN AN AUTO-REPLY
One calm view of
the whole working day.
Approval inbox
Urgent decisions rise to the top. Routine admin stays out of your way.
Customer memory
See previous jobs, properties, preferences and every conversation together.
Jobs board
Follow work from new enquiry to qualified, booked and completed.
Smart calendar
Record requested times without pretending a professional is already available.
Trust Centre
See what Ivy did, which rule she followed and who approved the action.
Daily briefing
Start the day knowing what happened, what matters and what needs you.
QUICK VALUE CHECK
What could missed enquiries be costing?
Move the sliders to see a simple illustration for your business. This is not a revenue guarantee: just a useful starting point for a pilot conversation.
Potential value of missed work£704per month
FOUNDING PARTNER PROGRAMME
Help shape the office manager
you wish you already had.
We’re inviting a small number of UK appointment-led businesses to trial Ivy in a closely supported, approval-first pilot.
01Assisted setup
We teach Ivy your services, availability, safeguards and rules.
02Four-week trial
Start narrow, review everything and measure real value.
03Founding benefits
Direct input, protected pricing and planned migration.