Asteri AI
Build workflows that react when a job, estimate, invoice, payment, or review changes, then send the text, create the task, or post the message for you. Start from a template or build your own.
Included with every Asteri plan. AI steps use the Asteri AI add-on.
Estimate follow-up
When
An estimate is sent
Wait
3 days
Check
If the estimate is still waiting on the customer
Then
Text: “Any questions about your carpet cleaning estimate?”
What you can build
Workflows start from what happens in Asteri and take the next step for you, every time.
Lay out each step in a builder on the web, with analytics built in. You can also build workflows in the mobile app.
Start from more than 40 templates, then adjust them to fit your business.
Job status changes, estimate and invoice events, payments and refunds, form submissions, and replies to your texts.
Birthdays, anniversaries, and customers who haven’t booked in a while can each start a workflow.
Send texts and emails, add waits, and branch with conditions or A/B splits.
Create an estimate, invoice, lead, or task as a step in any workflow.
Send your team an alert in Asteri and on their phones, or post a message to Discord, when something happens.
Start a workflow from a new review or a customer survey response, and reply to Google reviews.
Start a workflow by hand or from another app with an incoming webhook, and send webhooks out to the tools you already use.
Built for field service
Choose from more than 40 triggers today, from a finished job to a new review to a call your AI Receptionist just handled. More triggers are on the way.
Choose a trigger
Job status changes
For example, a job is marked complete
Payment received
For example, an invoice is paid
Customer hasn’t booked in a while
Win back past customers
New review
When a customer leaves a review
AI Receptionist call ends
Pick up where the call left off
With Asteri AI
Add the Asteri AI add-on and your workflows can make decisions and write for you, and an AI helper can build workflows for you.
AI step: sort the message
Customer reply
“Hi, can you come back out? The stain in the living room came back.”
Sorted as
Next step
Create a task for the office
How it works
Choose one of more than 40 templates, start from scratch, or ask the AI helper to build one with Asteri AI.
Decide what starts the workflow, like a finished job or a new review.
Add texts, emails, waits, conditions, and tasks in the order you want.
Switch it on and let it run. Check its analytics any time.
Questions
Yes. The workflow builder, templates, and analytics are included with every Asteri plan. AI steps use the Asteri AI add-on, and the AI voice call step needs the AI Receptionist add-on.
No. Start from more than 40 ready-made templates. With the Asteri AI add-on, you can also ask the AI helper to build a workflow for you.
There are more than 40 triggers today, including job status changes, estimate and invoice events, payments and refunds, customer birthdays and anniversaries, customers who haven’t booked in a while, replies to your texts, form submissions, new reviews, customer survey responses, updates sent from your other software, manual starts, and finished AI Receptionist calls.
Yes. A step can send an alert to people with a given role or to your whole team, in Asteri and on their phones. Steps can also post a message to Discord.
Yes. The visual builder is on the web, and you can also build workflows in the Asteri mobile app.
More triggers are on the way. Until then, you can start a workflow by hand or from another app with an incoming webhook.