AdaptLocal
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Best Practices
Set Up Call Forwarding
Forward missed calls from your business number to your AI number. This is how your AI catches every call you can't answer.
Set Your Coverage Hours
Tell your AI when to respond. After-hours coverage means no lead goes unanswered overnight or on weekends.
Respond to Hot Leads Fast
When your AI flags a hot lead, follow up within 30 minutes. Hot leads that get owner attention convert at 3–5×.
Connect Jobber
Leads and booked jobs sync to Jobber automatically. Closing a job in Jobber triggers a review request SMS to your customer.
Keep Your Services Updated
Your AI quotes based on your services list. Add prices and descriptions so it can qualify leads accurately and answer pricing questions.
Text PAUSE When Needed
Text PAUSE to your AI number to stop auto-responses. Text RESUME when you're ready again. Useful when you're actively on the phone with a customer.
Tune the Tone
Go to Settings → Tone to set how your AI communicates. Match it to your brand — casual, professional, or direct. First impressions matter.
Check Your Morning Report
You'll get a daily summary email each morning with overnight activity. Use it to start your day knowing exactly which leads need follow-up.