How it works

From the first question to the five-star review.

Query to Review is how Shift looks after every customer, in five parts. Your AI agent sits at the centre, and you choose who handles the rest.

01QUERIES

The front door.

Every call, web chat, text, email and form lands in one place. Our AI agents answer calls and chats day and night.

  • Always says it's AIEvery caller and chatter is told, up front.
  • Hands over when a person is neededCalls transfer and chats pass to your team, with a summary.
  • Takes a message when nobody's freeAnd creates a request, so it's always followed up.
02SORTING

Shift AI sorts every query.

Each query becomes a sales enquiry, a support request or other, and lines up in the right place.

  • Sales enquiries go to PipelineQuotes, bookings and new customers.
  • Support requests go to SupportRepairs, complaints, changes and questions.
  • Emergencies are always urgentGas, flooding or fire, plus your own rules in the AI Brain.
03PIPELINE

Enquiries to a result.

Sales enquiries line up in your own stages, and every one is followed up until it's won or lost.

  • Your stages, your wordsSet them up the way your business sells.
  • Text and email from your own numberReplies come back to the same place.
  • Nothing goes quietFollow-ups by our AI, a Scale specialist or your team.
04SUPPORT

Requests to resolved.

Repairs, complaints, changes and questions become tracked requests with a priority and a response target.

  • Nothing lost between phones and inboxesEvery request in one list, with an owner.
  • Customers kept in the loopUpdates by text or email as it moves.
  • A rating when it's resolvedSo you know how it really went.
05REVIEWS

Every won job asked.

A few days after every won job, the customer is asked for a review. Everyone, every time.

  • We never filter who gets askedNo cherry-picking happy customers. It's honest, and it's what review sites expect.
  • Sent while the job is freshA few days after it's marked won, automatically. Nobody has to remember.
  • Your next customer hears about itMore reviews, from real customers, every month.
Your mix

You choose who handles each part.

Run

Our AI agents

Voice and chat AI agents that answer, sort and follow up, reviewed and improved every month.

Shift AI
Scale

A Shift specialist

A trained person on your account, managed by us, from two hours a day.

Managed by Shift
Your team

Your own staff

Your people, working in the same app, stepping in whenever they want.

Your business

Try a mix

We'll recommend one. It's always your call.

Answering every queryCalls, chats, texts, emails and forms
Following up enquiriesPipeline, through to won or lost
Handling requestsSupport, through to resolved
Asking for reviewsEvery won job, a few days later

Our AI answers every call, a Scale specialist follows up enquiries, and your team handles the jobs.

Every month

It gets better every month.

01We review your conversationsWhat customers asked, and how it went.
02We update your agentNew answers, better rules, fewer handovers.
03You get a scorecardWhat happened, in plain numbers.
04We talk it throughA short review call: what changed, what's next.

Your scorecard, in plain numbers.

No dashboards to decode. Every month you see what came in, what was followed through, and what we're improving next.

The Go-Live Promise

Live in two weeks.

We build it. You keep working. Setup is free, and you pay once it's live and working.

WEEK 1

We learn your business and build your agent.

  1. 1Your strategy sprint: how customers reach you, and the right mix.
  2. 2We train your agent on your services, prices and policies.
  3. 3We set up the AI Brain with what's urgent for you.
WEEK 2

We connect, test it with you, and go live.

  1. 4We connect your number, website chat and tools.
  2. 5We test it together against the criteria we agreed.
  3. You go live. Billing starts from here.
Not live by the date we agree? Your first month is free.We set the go-live date together, before we start.
Questions

Good questions.

Anything else? Ask us in your strategy sprint.

Does the AI tell people it's AI?

Yes. Every call and chat starts with our AI agent saying it's an AI agent for your business. We never pretend otherwise.

What happens when the AI can't answer?

It hands the call or chat to your team. If nobody's free, it takes a message and creates a request, so it's always followed up.

Can my team step in?

Any time. Your team can join any chat live, take transferred calls and work every enquiry and request in the same app. There are no per-user fees.

Do I need to change my software?

No. Keep the systems you already use. Shift connects to tools like Google Calendar, HubSpot and AppFolio, and handles the customer conversations around them.

What counts as urgent?

Real emergencies such as gas, flooding or fire are always urgent. You add your own rules in the AI Brain, like "no hot water" or "locked out".

Where is my data hosted?

Your dashboard data is hosted in Australia and the US. Calls and chats are processed by our voice and chat providers on their own systems, which we explain in our privacy policy.

Free AI strategy sprint

Let's get your customers handled.

In 30 minutes, we'll look at how your customers reach you today, show you where they slip through, and map the right mix for your business. Then we look after the rest.

Free setupLive in two weeksPay once it's live and working