AGENTPREY
PRODUCT
SAMPLE REPORT
AUDIT
PRICING
DASHBOARD
DOCS
REQUEST AUDIT
Dashboard
Workflow Profile
New Project
Add your API key on the dashboard before creating a QA project.
Client name
Workflow type
Vertical
Pool company
HVAC
Plumbing
Generic home services
Business hours
Services
Pool cleaning, equipment repair, green pool cleanup
Service area
Booking rules
Collect lead details first, then offer available appointment windows.
Escalation rules
Escalate safety issues, active leaks, and angry customers to a human dispatcher.
Pricing policy
Do not quote exact prices. Offer a consultation or estimate.
Required lead fields
Name, phone, address, service needed, preferred appointment window
Create
Cancel