Service request
Inbound call · heating issue
The operating system for your local business.
Customer conversations, schedules, inventory context, records, and team decisions—connected around the way your business actually works.
For Insurance & professional, new client call enters the LBOS operating layer. The work and its context remain connected until ready for agency review. The responsible person keeps the decision.
Built around the business
From first contact to the next owned step.
LBOS connects customer conversations, shared context, timing, daily work, and team decisions—then shapes that operating path around the business.
Home services: Request received
Customer & site
Shared operating context
- Customer
- Maya Chen
- Location
- Home
- Priority
- No heat
Job brief prepared
Need and timing stay attached
HVACTodayAccess missing
Dispatcher review
A person owns the commitment
Assign techGet accessCall customer
How it works
One request. Three operating beats.
LBOS sits between the ways work arrives and the people and systems that move it forward.
Customer need enters.
Calls, messages, email, and forms feed one request.
02 · Context assembledOne readable operating record.
- Need
- Captured
- Known
- Attached
- Missing
- Visible
- Owner
- Named
Prepared for an accountable next step.
Available context reaches the person who keeps the material decision.
Owner control
Set the rule before the work moves.
The same prepared request can be allowed, held, stopped, or sent to a person.
Prepared request“Can this move forward?”NeedContextOwner rule
Hold · consequence
Owner review required
Material work pauses at the responsible person before anything moves forward.
Pause and request a decisionRoute, icon, consequence, and wording change together—never color alone.
Review AI controlsYour existing stack
Works around the tools already running your business.
Candidate connections are mapped to the workflow, then their direction, permissions, failure behavior, and fallback are reviewed before launch.
Examples of candidate connection surfaces include Gmail, Twilio, Salesforce, HubSpot, Meta, Zoho, Google Calendar, Stripe, Square, Shopify, and QuickBooks.
- 01MapPlace the tool in the real workflow.
- 02ReviewDefine direction, permissions, and owner.
- 03VerifyConfirm behavior before the workflow launches.
- 04FallbackKeep a human path when the connection cannot carry the work.
Questions before the build
Know what connects—and what stays yours.
Start with the workflow, the real operating constraints, and the person responsible for each material decision.
Does LBOS replace every tool?
Not by default. We begin with the way the business works today, then map what should stay, what should connect, and where LBOS can keep the work readable.
What can LBOS connect to?
Candidate connections can include the communication, CRM, scheduling, commerce, and industry systems a business already uses. The direction, permissions, failure behavior, and fallback are reviewed for the specific workflow.
What does the AI help with?
AI can gather approved context, organize a request, prepare work for review, and surface the next step inside the boundaries the team defines.
What happens when the AI is unsure?
The work pauses for review or moves to a person with the available context. Uncertainty is not permission to improvise.
Can a person take over?
Yes. Human handoff is part of the operating model, and the context already gathered travels with the request.
What happens during a build call?
Bring one customer journey and the tools around it. We review the current path, owner boundary, candidate connections, and the evidence needed to continue, change, or stop.
Start with one real workflow
Bring one customer workflow. Leave with a clear next step.
Review the current path, owner boundary, connections to verify, and evidence needed before expanding.
Request a build call- 01Current path
- 02Owner boundary
- 03Connections to verify
- 04Continue, change, or stop