Connects your voice AI to Workiz for lead and job creation. The AI can create customers (leads) and jobs during calls, capturing name, phone, email, service address, job type, and scheduled datetime. It searches existing Workiz records by phone first to avoid duplicates.
Caller requests service → AI calls workiz_create_job → creates lead/customer → creates job in Workiz → confirms details.
Connect your Workiz account and map your job types, service areas, and default assignees in the Dialfyne dashboard.
Book a free audit and we will get you set up in under 48 hours.