Complete Operational Blueprint

We build it, run it and fix it.
You get on with the job.

Talkera Desk is not a self-serve software tool you have to configure or a vendor you chase. We build your voice agent, connect your calendar or CRM, run it 24/7, review calls, and keep your callers and technicians updated by text.

Step-by-Step Flow

What happens on a single customer call

From the first ring to the 5-star review, every step is automated and logged into your systems.

01 / ARRIVAL

Call Arrives 24/7

Answers on the first or second ring with dedicated channel capacity.

Zero Hold Time
02 / DISCLOSURE

AI & Recording Notice

Discloses it is an AI assistant and announces recording for dispatch notes.

Full Compliance
03 / TRIAGE

Key Intake Triage

Captures address, damage type, physical danger, urgency, and contact info.

Your Custom Scope
04 / BOOKING

Direct Calendar Hold

Locks the appointment or holds an emergency slot directly in your CRM.

Two-Way Sync
05 / CALLER SMS

Instant Confirmation

Texts the homeowner confirmed arrival window, tech name, and support options.

Proof of Consent
06 / TEAM ALERT

Technician Dispatch

Dispatches who, what, where, when, and audio notes to assigned tech & owner.

SMS & Webhook
07 / PRE-CHECK

3-Hr Arrival Verification

Texts the caller 2-3 hours prior asking to confirm. Prevents wasted truck rolls.

Reduces No-Shows
08 / RESCHEDULING

Self-Serve Adjustments

Homeowner can text or call to shift windows without disturbing your crew.

Real-Time Sync
09 / REVIEW

Post-Job Review SMS

Dispatches thank you message and review link once the technician completes work.

5-Star Capture
10 / ESCALATION

Emergency Hand-Off

Life-safety alerts immediately dial on-call phones and bridge calls live.

Safe Escalations
Runway-Style Intelligent Call Matrix

What happens on every kind of call

We don't give you a rigid black box. Select any scenario below to inspect how the agent triages homeowner urgency, checks safety protocols, routes calls, and dispatches job records during and after hours.

Select Call Scenario:
Safe Defaults Baked In

Unless you tell us otherwise, the voice agent never diagnoses mechanical or structural damage, never gives unsafe DIY instructions, never quotes unapproved prices, and always discloses it is an AI assistant.

New Job

Standard Booking (AC Stopped Cooling)

Active Mode 24/7 Monitored
Working Hours Protocol

Books directly into your calendar or CRM, texts the caller to confirm, and alerts both you and the assigned technician.

After-Hours Protocol

Books the earliest open morning slot, sends text confirmation, and logs the job for the morning dispatch run.

Live Dialogue Stream
John
"Hi, my AC stopped cooling and it's blowing lukewarm air."
AI
"Hi John, I'm Talkera Desk, an AI assistant for Cool Air Services. I can book a technician. What is your address?"
John
"42 Oak Street."
AI
"Thanks. Tomorrow between 10 AM and 12 PM is open. Shall I book that slot?"
Booked
Calendar event created in Jobber
SMS confirmation sent to John; job pushed to tech Mike
Lead Tag
AC Diagnostic ($180 est)
Clear Division of Work

We handle vs You handle

We are your in-house technical department. You don't configure telephone software.

What Talkera Desk Handles What You Handle
Phone number, text registration & carrier setup Telling us your services, areas, hours and emergency rules
Building, testing and launching the agent Listening to the test calls and giving your approval
Connecting to your calendar or CRM Giving us access to the tools we connect to
Running it, monitoring it, and fixing mistakes Answering the escalated calls it passes to you
Call reviews and regular reports (frequency by plan) Telling us when your service list or business changes
Platform costs and carrier fees inside your plan Your own software and phone carrier fees
Onboarding Timeline

Up to 3 days to go live

Turnaround depends on prompt feedback. We ask you to answer questions within 2 to 3 hours during your business day.

Day 1

Asset Ingestion & Initial Build

We pull what is public about your business (website and official social pages), add what you tell us in your onboarding questionnaire, and start building the same day.

Day 2

Refinement & Tone Calibration

We dial in phrasing, natural conversational pauses, service area verification, emergency routing rules, and trade-specific terminology.

Day 3

Tool Sync, Testing & Live

We connect your calendar or CRM, run live simulated test calls with your team, verify text dispatch triggers, and switch your line to live answering.

Your Data: Fully Yours

You own your business phone number, your call recordings, and your customer transcripts. Audio and transcripts are retained for 15 to 60 days depending on your plan, then automatically deleted for privacy. We provide a full export within 7 days upon request.

Zero Model Training On Your Call Audio

The 72-Hour Fix Credit Policy

When you report a problem, our engineering team begins diagnosing at once and fixes it as soon as possible, up to 72 hours max. If the fault is on our side and takes more than 24 hours, each additional day is credited directly to your plan.

Credited For Delays Beyond 24 Hours
Built around your business in up to 3 days

Ready to turn every missed call into a booked job?

Built around your business. Month to month, no contract, no setup fee.

Hear it work Book a 15 min call