Organization

Comfort Air Heating & Cooling settings

Configuration is tenant-scoped and administrative changes are audited.

Staff and access

Business and availability

Core operating configuration for Charlotte.

Services offered

Active services are used by automated intake to qualify customer requests. At least one service is required.

Weekly operating hours

These hours are saved for office availability configuration. Quiet hours continue to control automated message timing.

On-call escalation

Contacts are attempted in this order. Demo organizations record a simulated attempt; no SMS or email is sent externally.

Current on-call contact: Not configured

Urgent leads will show “configuration required” until at least one on-call contact is saved.

Automation controls

Safety stops and customer opt-outs always override these organization preferences.

AI intake assistantCollect approved intake fields and create a staff summary.
Manual appointment approvalKeep requests pending until office staff approve them.
No-response follow-upsSchedule cancelable reminders outside quiet hours. Turning this off cancels pending reminders.

Emergency language

This exact organization-approved text is shown when a dangerous situation is detected.

Message templates

Customer content is never inserted into privileged AI instructions.