Live walkthrough

Watch the Relationship Loop work one customer

An after hours call about a leaking water heater, turn by turn. Every line shows the stage that produced it and what the system did with it. Play it, or step through at your own pace.

1. CaptureCody

   Hi, this is EchoCody. Thanks for reaching out. Who do I have the pleasure of speaking with?

   What the loop did
   Answered on the first ring at 7:12 pm, after the office closed. The call was never a voicemail.

2. IdentityCustomer

   This is Marisol. My water heater is leaking into the garage.

   What the loop did
   The number resolves to an existing record: two service visits, last one fourteen months ago.

3. IdentityCody

   Marisol, good to hear from you again. Is this still the address on Canyon Road?

   What the loop did
   The address is confirmed rather than collected. Nothing already known is asked twice.

4. JudgmentCustomer

   Yes, same house. There is water on the floor right now.

   What the loop did
   Active water moves the job to the emergency band under your own rules, not a generic urgency score.

5. JudgmentCody

   Understood. Shut the valve on the cold inlet at the top of the tank if you can reach it safely, and I will get a crew to you tonight.

   What the loop did
   Containment first. The loop can only promise an hour a crew is actually free to work.

6. ActionCody

   Ruben is clear at 8:30 tonight and he is nine minutes out. I am holding that window for you now.

   What the loop did
   Read from the live technician roster. The hour is held immediately so nobody else is offered it.

7. ActionCustomer

   Please, take it.

   What the loop did
   The hold becomes a booking. Ruben receives the address, the history and the water status.

8. RecordCody

   Booked. Ruben arrives by 8:30. You will get a text with his name and the arrival window.

   What the loop did
   Written to your CRM: contact, job type, urgency band, owner, due time and the recording.

9. Operating memoryCody

   One more thing. Your tank is at eleven years. After tonight I will follow up about replacement, not tonight.

   What the loop did
   The outcome feeds the next move. Follow up is scheduled with an owner and a due time, then held until after the repair.