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Inbound

Trade check-in (inbound).

When a subcontractor on one of your jobs rings in to self-report — 'running behind at Smith St', 'all done with the rough-in', 'can't make Thursday' — the AI recognises them, captures the status, and writes it back to the job so you and the office stay current. Part of the Coordination product.

Goal

Take a trade's status update and get it on the record fast, so the supervisor's board and the office reflect what's actually happening on site — without the supervisor having to chase.

Triggers

  • Inbound call from a number that matches a subcontractor (Contractor card) on the job
  • Recognised by caller-id — no PIN, no menu

What the AI does

  • Recognises the caller as a subcontractor and keeps it brief (no customer intake, no upsell)
  • Asks which site/job if the trade works several of yours
  • Captures the status — on track, running late (with a new ETA), finished, or can't-make-it — and writes a note back to the job
  • Flags an unavailable trade for the supervisor to re-slot, rather than rebooking it itself
  • Keeps the AI + recording disclosure (compliance is invariant, B2B included)

What the AI won't do

  • Re-slot or negotiate a new time for a trade who can't make it — that's the supervisor's call (the cascade decision)
  • Commit other trades, or the supervisor, to anything
  • Pad the call out — a trade on site wants it over in seconds
  • Quietly record a hazard or dispute as a status — it escalates to a human instead

Tools available to the AI

report_trade_statusmark_completedtransfer_to_staff

Tools are typed and bounded — the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

Dave the plumber rings: 'running behind at Smith St, rough-in's not done til tomorrow morning.' → 'Righto, got you down as running late, finishing tomorrow morning — I'll let the supervisor know.' The note's on the job and the at-risk board lights up before anyone had to ask.

Toggle

Coordination product. Dashboard → Workflows → Trade check-in · on/off. Off makes a subcontractor's call fall through to the normal customer flow.

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