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Documentation

Features & Capabilities Guide

A detailed breakdown of how ConvoPilot works and how to leverage every feature to grow your service business.

Core Booking Flow

Guided Issue Selection

Instead of a flat list of services, guide customers through a custom tree of questions. This ensures they choose the right service and you get the right data.

Smart Durations

Set custom time durations for every service. ConvoPilot calculates your availability based on the actual time each job takes.

Slug Customization

Create personalized booking links (e.g., booking.convopilot.fyi/your-business) for a professional look across social media.

Automation Engine

Missed Call Text-back

Never lose a lead to a busy signal. ConvoPilot instantly sends a text with your booking link to any customer whose call you miss.

Lead Recovery Engine

Automate follow-ups for abandoned bookings or stale leads. Our engine keeps re-engaging customers until they book or opt-out.

"On My Way" Alerts

Send professional arrival notifications with a single tap from your dashboard. Keep customers informed and reduce no-shows.

Scheduling Logic

Look Busy Flow

Maintain a high-demand appearance by selectively hiding open slots. Configure a "Look Busy" percentage (e.g., 20%) to create urgency.

Concurrency (Max Bookings)

Control how many appointments you can handle at the same time. Perfect for multi-technician teams or small shops.

Timezone Synchronization

Automatic timezone detection and conversion. Your customers book in their local time, and it shows up in yours.

Advanced: Automation Engine

The Automation Engine is a powerhouse for lead conversion. It integrates directly with your Telnyx phone number to provide instant replies and follow-ups.

SMS Booking Alerts

Automated Tech Dispatch Texts