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@Terron Morman requested that Xecute pulls data from accounts such as old estimates, invoices, or work orders. It’s a great idea, this feature isn’t built yet. It’s potentially ALOT of data (a very long text message) depending on customer. Would you guys want to see 3 most recent estimates per customer with hyperlinks only (for you to click and then brings it to your app) it would look something like this Request: “Get me the latest estimates for (customer name)” (Confirmation message) If yes, Response: (Customer name and details) “Estimate title” : link “Estimate title”: link “Estimate title”: link OR Do you want to ask for a specific estimate and Xecute summarizes it for you (BUT YOU MUST KNOW THE TITLE OR ID NUMBER) Request: Can you get me estimate (enter title or ID) for (customer name) (Confirmation message) If yes, Response: (Customer name and details) Estimate title Line item 1: (with total price) Line item 2: (with total price) Etc. Personal opinion: 🙋🏼‍♂️ Option 1 is more streamlined because if you get the title or id wrong you’d have to start over. What do y’all think?
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Do you plan on integrating a feature to send eta/finished messages to the customer via texting the ai? Ex: "hey siri, text Markate to send 30 min eta for Casey Christianson work order scheduled today"
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