IndustriesService businessesYANITLY FOR SERVICE BUSINESSES

The right person.The next step forward.

When the phone rings or a message arrives, go beyond the answer. Understand the need, see the history and connect the next step to its owner.

Your business knowledge. Your team in control.
Nova ServicesExample workspace
Work overview
New request
Service enquiry

Need clarified

MK
Assigned
Technical review

Owner assigned

ND
In progress
Conversation note

Added to customer record

AY
Calls and messages, one customer context
Mert KayaCustomer conversation
Do you offer on-site service?14:42
Conversation continues
From conversation to actionUnderstand → choose → confirm
Product walkthrough · sample data
Meta Business Partner

Where your customers are.

MORE THAN A GENERIC ANSWER

Understands your business.
And what needs to happen next.

01

Clarifies the need at first contact.

Collect the request and relevant details. Resolve supported tasks and pass the rest to the right owner.

02

Keeps the history together.

Calls, messages, earlier conversations and open work in one customer record. Customers can pick up where they left off.

03

Makes the team’s next step clear.

The authorised person sees the conversation summary and open requests, with the owner, status and follow-through.

WHAT HAPPENS AFTER HELLO

Your business.Your workflow.

Understanding needs

The right question first. The right action next.

Answer from your business knowledge and clarify the necessary details. Give each conversation the context it needs.

UnderstandClarifyContinue
Nova ServicesExample workspace
Work overview
New request
Service enquiry

Need clarified

MK
Assigned
Technical review

Owner assigned

ND
In progress
Conversation note

Added to customer record

AY
Calls and messages, one customer context
Mert KayaCustomer conversation
Do you offer on-site service?14:42
Conversation continues
From conversation to actionUnderstand → choose → confirm
Product walkthrough · sample data
YOUR WORK GOES WITH YOUR TEAM

Don't leave work at the desk.Take it into the field.

Bring tasks, owners and customer context into the mobile workday. Work orders and application forms follow your industry's enabled modules.

Real app screens · sample data
Reservance Partner

See the field operations agenda.

Managers review new requests, unplanned jobs and quote responses on mobile. Ownership and the next action are tracked in the same record.

Requests · Planning · Quotes
01 / 03
YOU ARE EXPLORINGReservance Partner

Requests · Planning · Quotes

Actual screens captured with sample data on different dates. Step selection is a product walkthrough; it does not create bookings, attendance or work orders.

Explore the mobile apps
MK
Mert KayaCustomer record
360°
WhatsAppPhoneAuthorised team

First messageCould you check the service request I made yesterday?

Need clarifiedRequest details · Clarified

The next step is visibleSupport team · Awaiting review

Messages, calls and open work in context.
ONE CUSTOMER CONTEXT

A call yesterday.
A message today.Still the same person.

A change of channel should not reset the relationship. Bring relevant conversations, enabled business workflows and your team’s next step into the same customer record.

Explore customer communication
FITS THE WAY YOU WORK

You may share an industry.
Your business is your own.

Your services, your rules, your team. Shape the setup around your own operation.

01Technical services
02Consulting practices
03Real estate offices
04Professional service teams
A CLOSER LOOK

Your questions,
answered.

Read the industry guide
How does the assistant know which questions to answer?

It uses your approved knowledge sources, service information and assistant rules. Unsupported questions and staff decisions can be clarified or handed over.

Can a phone conversation connect to a customer record?

Configured phone channels and customer-matching rules connect relevant conversations and work to customer context. Visibility depends on staff permissions.

Is every task completed automatically?

Your permissions and available tools define the supported actions. Work requiring approval or a specialist decision is passed to the appropriate team.

Can our team manage the assistant’s answers?

You can manage business sources and rules and use team handover. Controls such as approval of learning suggestions depend on enabled features and staff permissions.

EXPLORE OTHER INDUSTRIES
Sports & clubsE-commerceBeauty & personal careHotels & hospitalityPest controlField operationsDental clinicsRestaurants & cafésEducation & courses
Service businesses

Let the next conversation
be a new beginning.

Let’s take a closer look at how your business works.

Get started with Yanitly