Case study

Customer Service & Job Scheduling AI

A multi-agent cleaning operations assistant that captures WhatsApp enquiries, checks customer records and job schedules, drafts replies, and prepares daily driver timetable support.

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Business problem

  • Customer enquiries need quick schedule checks, customer lookup, and clear reply drafting.
  • Cleaning teams must coordinate 11 cleaner calendars, travel buffers, and service-area rules.
  • WhatsApp messages can be missed during busy periods or after hours.

What the AI does

  • WhatsApp intake: captures booking, reschedule, and follow-up messages.
  • Jobber lookup: matches phone numbers to customer details, addresses, and context.
  • Scheduling support: checks cleaner availability, buffers, pairing rules, and serviced areas.
  • Human-approved replies: drafts friendly responses for the owner to review before sending.
  • Daily planning: supports driver timetable PDF generation for assignments and times.
Workflow

WhatsApp enquiry to schedule-ready reply

Tools

WhatsApp, Discord, Jobber, timetable PDFs

Value

Faster replies, fewer missed messages, cleaner daily operations

Example workflows

01
Customer message

WhatsApp captures a new booking, reschedule request, or late-night enquiry.

02
AI checks context

Customer records, address, service area, cleaner availability, buffers, and pairing rules are reviewed.

03
Team review

A ready-to-send reply and schedule summary are routed to the owner or operations team.

04
Schedule-ready output

The team confirms the booking, offers alternatives, or adds the enquiry to the morning inbox.

Next integration opportunities

  • Outbound WhatsApp replies after approval.
  • Jobber write access for booking confirmation.
  • Payment checks, accounting invoices, recurring visit management, and performance reports.