One click on any customer drafts a 2-sentence brief before you call.

Deep dive · 01

Every line traces back to a row in your database

The brief is not a chatbot guessing about your customer. A deterministic query runs first and assembles the real picture — the vehicle on file, the last ten-plus appointments with their service names, categories, dates and statuses, lifetime spend across paid invoices, any open balance, and how many days since the last visit. That structured bundle is the only thing the AI sees, and the prompt is explicit: never invent a fact that isn't in the data. So "3 ceramic visits, last in March, open balance of $240" is something you can click straight through to verify — not a hallucination.

• DB query runs first; the AI only rewrites the real numbers into plain English
• Reads vehicle, appointment history (service + category + date + status), spend, open balance, last-visit days
• Headline capped to one short factual line; body to 1-2 sentences
• Tags drawn from the same history (repeat, VIP, open balance, at-risk)

Built from real history

Vehicle, past appointments by service and date, lifetime spend, open balance, and last-visit recency feed the brief.

Every line traces back to a record.