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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

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When a lead fills out your form, you’ve got maybe 5 minutes before they shop your competitor. AI auto-reply closes that gap: the AI reads the submission, decides what to do, and either books the lead or routes the hard ones to you.

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What the AI does on a submission

For each new submission, the AI:
  1. Reads the form fields — name, phone, what they need, when they need it.
  2. Classifies the intent — is this a quote request? a booking? something complex that needs a human?
  3. Drafts a personalized reply — referencing what they said specifically, in your business’s voice.
  4. Sends it via the channels you’ve enabled — email and/or SMS.
  5. (Optionally) escalates to a human — if it’s outside what the AI handles, it logs a task for the assignee you picked.
This all happens within ~10 seconds of the submission landing.

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Enable on a form

1

Open the form's settings

From Dashboard → Forms, click the form you want.
2

Find the AI auto-reply section

Scroll to AI auto-reply in the form builder.
3

Toggle it on

Set AI auto-reply to enabled.
4

Pick channels

Two checkboxes:
  • Email — send the AI reply to the lead’s email if they provided one.
  • SMS — send to their phone if they provided one (US-registered orgs need A2P 10DLC done; see A2P 10DLC).
Most owners enable both. SMS gets faster reply rates; email handles cases where the lead didn’t share a phone.
5

Pick an escalation assignee

For submissions the AI can’t handle (complex pricing, emergencies, anything ambiguous), it’ll create a task assigned to a specific teammate. Pick who. The task surfaces in Tasks with the full submission and the AI’s reasoning attached.Required when AI auto-reply is on — the AI won’t enable without an assignee, because we don’t want escalations to fall on the floor.
6

Save

Save the form. The next submission will trigger the AI.

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What does the AI’s reply look like?

It’s tenant-branded — the customer sees the reply as coming from your business, not ServiceBooked. Email goes from your configured “from” address (Settings → Brand → Email sender). SMS goes from your provisioned business number. A typical reply:
Hi Alex! Thanks for reaching out about a kitchen remodel. Based on what you described — a 12x14 kitchen with new cabinets and counters — I’d estimate 3–4 weeks once we’re scheduled. I have an opening Tuesday at 2pm or Thursday at 10am if you’d like to do a walkthrough — does either work? — Mike at Jones Construction
The AI references their actual fields, gives a real-feeling quote-shaped answer, and offers concrete next steps (booking slots from your real calendar).

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When the AI escalates instead of replying

The AI escalates when:
  • The submission is outside your services (e.g., someone asking for an industry you don’t serve)
  • It’s an emergency that needs immediate human attention
  • It needs custom pricing the AI can’t reasonably estimate
  • Something is ambiguous and a real reply could go wrong
In those cases:
  • Lead gets a brief holding email: “Thanks for the request — someone from our team will be in touch shortly.”
  • A task is created for your designated assignee with the full submission + the AI’s reasoning (“Submission says urgent water leak — needs immediate dispatch”).
  • A notification fires to that assignee’s bell + email.
This way every lead gets some response, and the hard ones don’t fall through the cracks.

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Per-form AI tone

The AI’s reply tone is driven by your global business profile (set in Settings → Business). For most owners that’s enough. If you want a specific form to use a different tone — e.g., a more casual “service area check” form vs. a formal “commercial RFP” form — open a support ticket and we can configure per-form overrides.

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Disabling the AI auto-reply

Toggle it off any time. Submissions still go to your inbox and notifications still fire — they just don’t get an AI follow-up. You manually reply via the inbox. Some owners turn the AI off for high-stakes forms (e.g., a custom-quote form where they prefer to write every reply themselves) while keeping it on for high-volume forms (e.g., a service-area check).

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Booking via the AI auto-reply

If your AI is set up well — calendar connected, knowledge base populated, services documented — leads frequently book their own appointments through the email/SMS thread that follows. The AI offers slots, the lead picks one, the appointment goes on your calendar without you ever touching it. That’s the dream state. Most owners get there within 2–3 weeks of using the product, as they fine-tune the knowledge base based on what the AI gets wrong.

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Next

Form notifications

Configure who gets notified when submissions land.