The agent takes the enquiry and logs it where your team already triages — the cautious one, by design.
What the agent does
- Find a customer, or create one.
- Find open enquiries, or create one.
- Read a customer's jobs.
- Log a job. Unless you've asked otherwise, it lands as an enquiry in your inbox for a person to convert.
- Read a customer's invoices.
Each of these is switched on per customer. If you don't want the agent creating anything, it can look up and nothing more.
How it works with Tradify
Tradify has no public API, so the agent goes in the same way you do — through a login session we keep warm, so there's no wait mid-call. It's the most careful integration we run. New work is staged as an enquiry for a person to turn into a job, and a write that doesn't come back cleanly is never retried blind, so you won't find the same job twice.
What your team sees
Tradify customers appear in the app's contact search and on the ring screen, with the site address on the card. Open jobs and balance aren't wired for Tradify yet.
It’s the same lookup the agent uses, so the card on the ring screen and the customer the agent found are one and the same. More about H3llo Phone.
How it's connected
Connected by the H3llo team, using your Tradify login. Accounts with multi-factor authentication turned on can't be connected yet. The password is encrypted at rest and only ever used to sign in.
Run Tradify? Get the agent on your number.
Tell us what you run and we’ll set it up with you. No self-serve sign-up, on purpose: a person connects it and checks it before the first call.