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Automate Your Front Office

Phones, scheduling, follow-ups, and customer questions are where small businesses bleed the most hours — and where AI pays back fastest. This path takes you from understanding the options to a working plan.

About 8 hours total7 steps · progress saves in this browser
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  1. Step 1Read11 min

    Automating Customer Service with AI

    The landscape: what AI can take off your front desk's plate today, from chatbots to voice AI.

    Open
  2. Step 2Read15 min

    AI CSR Tools Compared (2026)

    The top customer-service AI platforms head-to-head — pricing, strengths, and who each one fits.

    Open
  3. Step 3Watch36 min

    AI Automation for Contractors

    See front-office automation working in a real service business.

    Open
  4. Step 4Read12 min

    OnePath AI Deep Dive

    A worked example: what an AI lead manager actually does with your missed calls and web leads.

    Open
  5. Step 5Do45 min

    Build your reminder & FAQ messages

    Use the Customer Service prompts to generate your appointment message set and website FAQ from real customer questions.

    Open
  6. Step 6Do10 min

    Price the payback

    Run the ROI Calculator with your call volume and close rate — get the number that justifies (or kills) the project.

    Open
  7. Step 7Course6 hrs

    Course: AI Automation Specialist

    The structured certification for building and owning your automation stack.

    Open

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