Automated Smart Service Lead Response Drafts
The moment a new lead lands in Smart Service, WebRun checks whether they are an existing customer, holds two or three open slots on Google Calendar, and drafts a friendly text reply in Twilio naming those times, ready for your office to review and send.
How do I respond quickly to a new chimney sweep lead?
The moment a new lead lands in Smart Service, WebRun checks whether they are a returning customer, holds two or three open slots on Google Calendar, and drafts a friendly text reply in Twilio naming those times. The draft waits for a human to send, so a fast, personal reply goes out within minutes of approval.
- New leads get a personalized reply drafted within minutes
- Open appointment slots are held automatically so the reply has real times to offer
- Returning customers are recognized instead of getting a generic first-time reply
Built for chimney sweep companies · home service sales teams · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
smartservice.comin a real browser with your saved login - no setup, no API keys. -
1
Smart Service - log the new lead and check customer history
smartservice.com
WebRun opens Smart Service to log the new lead and check customer history. - Watch Smart Service for a new lead or inquiry record
- Check whether the contact matches an existing customer or property
- Capture the lead's name, phone number, and what they asked about
Done when Every new lead is logged with its contact details and customer history checked.
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2
Google Calendar - hold open appointment slots
calendar.google.com
WebRun opens Google Calendar to hold open appointment slots. - Check technician calendars for the next available appointment slots
- Hold two or three of the soonest slots for this lead
- Release the hold automatically after 24 hours if unclaimed
Done when A short list of held, open slots is ready to offer this lead.
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3
Twilio - draft the fast reply text
twilio.com
WebRun opens Twilio to draft the fast reply text. - Draft a short, friendly text reply naming the two or three open slots
- Mention the existing service history if this is a returning customer's property
- Leave every draft unsent in Twilio for the office to review before sending
Done when A review-ready reply text is drafted in Twilio for every new lead.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text new leads without anyone checking the message first?
No. Every reply is saved as an unsent draft in Twilio. Your office reviews and sends it, so no message reaches a new lead without a human approving it.
How fast does the draft show up?
Within minutes of the lead being logged in Smart Service. It checks appointment availability and drafts the reply right away, before the lead has time to call a competitor.
Does it know if this is a returning customer?
Yes. It checks Smart Service for a matching customer or property record and mentions the prior service history in the draft, so the reply feels personal, not generic.
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