Keep the whole conversation in view.
Bring inquiries and customer context together with contact preferences, history, and an assigned staff member.
One front office, end to end
Follow-through should feel like part of the service.
The work around an appointment, estimate, or customer question can get scattered. Latchbird gives staff a shared view of what came in, what needs attention, and who owns the next move.
Make the next step easy to find.
Organize appointment requests, missing paperwork, estimates awaiting a response, follow-ups, and items that need staff review.
Keep people in charge of decisions.
Set each workflow to run within approved rules, require staff approval, or stay off. Preview the exact customer-facing action first.
A truthful connection is part of good service.
When an integration is supported, the existing business system remains the source of truth. Unsupported connections are identified clearly, with a manual workflow available instead of a pretend connection.
Connected or manual
Clear ownership for every next step
Four ways to configure Latchbird
Different businesses. Their own rules.
Each workspace keeps its own customer information, staff accounts, settings, and branding. Workflows adapt to the business using them.
Med spas & aesthetic clinics
Use clinic-approved information for basic questions, coordinate verified consultation openings, and send approved preparation or aftercare instructions. Medical concerns go to clinical staff.
Auto repair shops
Collect vehicle and service details, coordinate drop-off requests, track paperwork, and follow up on an existing approved estimate. Staff keep control of diagnosis, pricing, authorization, safety, and completion promises.
Independent used-car dealerships
Answer from verified inventory and approved advertised prices, then organize buyer follow-up and test-drive requests. Negotiation, trade-ins, financing, credit decisions, disclosures, contracts, and delivery stay with staff.
Combined sales & repair teams
Configure sales and service workflows for one business, with a customer’s vehicle purchase connected to its service history.
The control surface
Automation should always have a brake pedal.
Owners choose how each workflow behaves. Before staff approve an action, they can see the customer and the exact message, appointment, or proposed change.
Pause automation immediately when the team needs to.
Automatic
Run only within the rules the owner has approved.
Staff approval
Hold the action for a person to review its exact details.
Disabled
Turn off a workflow and keep the manual process.
- Contact-frequency limits and opt-out handling
- Activity log with an immediate pause control
- Existing business software stays the source of truth when a supported integration is connected
- Unsupported integrations are clearly identified, with manual workflows available
People own consequential choices
Helpful follow-through. Human judgment where it matters.
For clinics
AI uses clinic-approved information and routes medical concerns to clinical staff. It does not diagnose, decide treatment suitability, or create treatment plans.
For auto businesses
Staff retain diagnosis, pricing, repair authorization, safety decisions, financing, and delivery promises. A casual reply is not treated as repair authorization.
Start with your front desk
Let's talk about the work that should never get lost.
Share how your clinic or auto business handles inquiries, appointments, and follow-up.
latchconnect@polsia.app