AI Front Office

From first contact
to a clear next step.

Collect the details, prepare the request, and give your team the context to follow through. Start with the calls or messages that take up too much of their day.

Discuss your front office See a conversation unfold

From first message to team review

The details arrive together.

Follow a new client inquiry—or see what changes when the request needs a person.

MC
Maya ChenNorthline Studio · Example inquiry
  1. Maya

    Hi, I’m looking for monthly bookkeeping for my design studio.

  2. LBOS · AI assistant

    I can collect a few details for the team. What do you use today, and when would you like help to start?

  3. Maya

    We use QuickBooks. There are six of us, and we’d like to start next month.

  4. LBOS · AI assistant

    Thank you. I’ll include those details in your inquiry for the team to review.

For your team

Pick up with context.

Request
Monthly bookkeeping
Details collected
QuickBooks · Six-person design studio
Timing
Would like to start next month
Prepared for reviewIntake team reviews the fit

Scope and availability still need confirmation.

No price quoted. No appointment booked.

Illustrative conversation · Fictional data · No live calls or messagesFull example shown

A clear job. Clear limits.

Helpful at the front.
Accountable to your team.

You decide which requests LBOS handles and where a person steps in. We turn those decisions into a workflow and test it with you.

Explore the AI controls
  1. 01

    Ask for what matters.

    Collect the information the next person needs. Leave unconfirmed details clearly marked.

  2. 02

    Stay within the agreed scope.

    Set the limits around prices, promises, changes, and advice before the workflow goes live.

  3. 03

    Make the handoff useful.

    Carry the request and available context to the right person, with an agreed fallback if they’re unavailable.

Built around your front office

Start where the requests arrive.

Your channels, tools, and team shape the setup. We confirm what can connect before making the plan.

The calls you receive.

Review the phone path, common questions, and when a caller should reach a person.

The messages you answer.

Choose the inbox or messaging workflow and the details worth collecting before follow-up.

The team that follows through.

Agree where prepared requests go, who owns the next step, and how exceptions are handled.

Test routine requests, missing details, and handoffs before launch.See how setup works

Before you start

A few practical questions.

Explore the wider product
Can we start with just one type of inquiry?

Yes. Start with a request your team handles often, such as a new client inquiry. We’ll agree which details to collect, what LBOS may prepare, and when your team should take over.

Can this work with our existing phone and software?

We review your phone setup, messaging channels, and business software with you. The proposed connections, access requirements, and fallback are confirmed for your workflow before launch.

What happens when someone asks for a person?

We define that handoff during setup: who should receive the request, what context goes with it, and what happens if they are unavailable. We test that path alongside the routine inquiries.

Can it quote a price or book an appointment?

Only within the scope and connected tools agreed for your setup. The example here prepares an inquiry for review; it does not confirm pricing, availability, or a booking. Any additional action needs its own rules and testing.

One useful place to begin

Which request keeps
interrupting your team?

Bring a real example. We’ll map the details, the handoff, and a sensible first scope together.

Talk through your workflow