AI Assistants & Agent Workflows

Prompt packs and Toolfy-ready guardrails for AI intake, dispatch, and collections—without letting a chatbot run pricing or compliance.

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AI assistant for trades: 2026 playbook

A practical guide to using AI for call intake, quoting, dispatch, invoicing, and payment chasing—without letting a chatbot run your business.

A practical setup for AI call answering in 2026: capture the right details, avoid hallucinations, and turn calls into booked jobs in Toolfy.

Most “AI dispatch” is just better prioritisation. Here’s what to automate, what to keep human, and how to wire suggestions into Toolfy without chaos.

Use ChatGPT to speed up call intake, quote writing, customer updates, and payment chasing—without letting it set your prices.

Use ChatGPT to write clearer quotes, handle emergency callouts, and standardise customer updates—without letting it guess technical facts.

Walkthrough for letting office staff (or customers) create Toolfy jobs straight from ChatGPT conversations via the MCP integration.

Low-cost AI workflows under £50/mo that plug straight into Toolfy for faster quoting, smarter routing, and automated customer comms.

Reminders, payouts, Slack alerts, and API hooks—one blueprint for running a lean field service workflow stack inside Toolfy.

Enablement pack

Prompt packs + guardrails for AI receptionist, AI dispatch, and payment chasing wired into Toolfy.

checklist

A pragmatic rollout checklist: pick the right workflow, set guardrails, prove value, then expand.

templates

Copy-paste prompts for intake, quoting, dispatch triage, payment chasing, and review requests.