Missed-call text & AI response
- WHEN
- A business call goes unanswered
- THEN
- Send a text and let AI continue the conversation
Keep a missed call from becoming the end of the conversation.
See how it worksZIDY AUTOMATIONS
Less chasing.
More moving forward.
Connect voice AI, customer conversations and the work happening in your shop. Explore everyday Zidy automations and all 22 Lightspeed message actions.
WHEN THIS HAPPENS, ZIDY HELPS
Small steps. A smoother day.
Explore examples of the workflows you can connect with Zidy. Your triggers, timing and available actions depend on the tools in your setup.
10 automation examples
Your after-hours message
- WHEN
- A message arrives when you’re closed
- THEN
- Send your written automatic reply
Set expectations and let customers know their message matters.
See how it worksAn AI conversation after closing
- WHEN
- A customer has an after-hours question
- THEN
- AI answers and gathers the details
Open with context and warm opportunities ready for the team.
See how it worksBooking communications
- WHEN
- A customer makes a booking
- THEN
- Keep confirmation and customer details connected
Make the next step clear for the customer and your team.
See how it worksAutomatic booking payments
- WHEN
- The booking reaches its configured payment step
- THEN
- Process payment through the booking flow
Connect the booking and payment, as used by Bicycles San Clemente.
See how it worksAutomatic review requests
- WHEN
- The customer reaches the post-visit follow-up
- THEN
- Send an invitation to share their experience
Keep the relationship going after the visit.
See how it worksAI for voice calls
- WHEN
- A customer calls the business
- THEN
- Let voice AI help with the conversation
Keep help available when the team is busy.
See how it worksAI after a voicemail
- WHEN
- A customer leaves a voicemail
- THEN
- Let AI respond and continue the inquiry
Give the customer a next step after the call.
See how it worksAI for a new inquiry
- WHEN
- A first-time SMS, webchat or social DM arrives
- THEN
- Start an AI conversation on the channels you choose
Welcome new questions across SMS, webchat, Facebook and Instagram.
See how it worksA question needs the team
- WHEN
- AI is missing information or a customer needs service
- THEN
- Use a team assignment and conversation folder
Choose the handoff so the right person can help.
See how it worksEVERY SUPPORTED LIGHTSPEED ACTION
The right message.
At the right moment.
Choose your Lightspeed edition and explore the customer messages Zidy can send when a sale, work order or fulfillment status changes.
22 actions · 9 R-Series + 13 X-Series
Send a message when a work order is Waiting
LIGHTSPEED EVENTWork order · Waiting
See an example message
Hi Sam, your work order is now marked Waiting. Reply here if you have a question for our service team.
Illustrative message.Notify customers when an order is shipped
LIGHTSPEED EVENTOrder · Shipped
See an example message
Hi Sam, your order has shipped. Thanks for shopping with us! Reply here if you need help.
Illustrative message.Follow up with a customer when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for visiting, Sam. How is everything working out? Let us know if you need anything.
Illustrative message.Request a review when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for choosing our shop, Sam. Would you share your experience? Here’s your review link.
Illustrative message.Send a message when a work order is Estimated
LIGHTSPEED EVENTWork order · Estimated
See an example message
Hi Sam, your tune-up and replacement cable estimate is $145. Reply APPROVE to go ahead, or message us with a question.
Illustrative message.Send a message when a work order has a Custom status
LIGHTSPEED EVENTWork order · Custom status
See an example message
Hi Sam, your repair is waiting for a part. We’ll update you when the next step is ready.
Illustrative message · “Waiting for parts” is an example custom status.Send a message when a work order is Paid
LIGHTSPEED EVENTWork order · Paid
See an example message
Hi Sam, your service payment has been recorded. Thank you!
Illustrative message.Send a message when a work order is Finished
LIGHTSPEED EVENTWork order · Finished
See an example message
Hi Sam, the work on your bike is finished. Message us to arrange your pickup.
Illustrative message.Send a message when a work order is Open
LIGHTSPEED EVENTWork order · Open
See an example message
Hi Sam, we’ve opened your work order. You can reach our service team right here.
Illustrative message.Send a message when a sale is parked (saved for later)
LIGHTSPEED EVENTSale · Parked
See an example message
Hi Alex, we’ve saved the sale you discussed with our team. Reply here when you’re ready to continue.
Illustrative message.Send a message when a sale is completed
LIGHTSPEED EVENTSale · Completed
See an example message
Thanks for your purchase, Alex! If you have questions about your order, our team is right here.
Illustrative message.Send a message when a sale is voided
LIGHTSPEED EVENTSale · Voided
See an example message
Hi Alex, this sale has been voided. Please reply if you’d like to discuss the next step with our team.
Illustrative message.Send a message when a layby is started
LIGHTSPEED EVENTLayby · Started
See an example message
Hi Alex, your layby purchase has been started. Reply here with any questions about the remaining payments.
Illustrative message.Send a message when a layby is paid off
LIGHTSPEED EVENTLayby · Paid off
See an example message
Hi Alex, your layby purchase is now paid off. Our team can help you with the next step.
Illustrative message.Send a message when a sale is charged to a customer's account
LIGHTSPEED EVENTSale · Charged to customer account
See an example message
Hi Alex, your purchase has been added to your customer account. Reply here with any questions.
Illustrative message.Send a message when an on-account sale is paid off
LIGHTSPEED EVENTOn-account sale · Paid off
See an example message
Hi Alex, the balance for your on-account purchase has been paid off. Thank you!
Illustrative message.Send a message when an order is awaiting dispatch
LIGHTSPEED EVENTOrder · Awaiting dispatch
See an example message
Hi Alex, your order is awaiting dispatch. We’ll let you know when it has been dispatched.
Illustrative message.Send a message when an order has been dispatched
LIGHTSPEED EVENTOrder · Dispatched
See an example message
Hi Alex, your order has been dispatched. Reply here if there’s anything we can help with.
Illustrative message.Send a message when an order is ready for pickup
LIGHTSPEED EVENTOrder · Ready for pickup
See an example message
Hi Alex, your order is ready for pickup. Let us know if you have a question before you come in.
Illustrative message.Send a message when an order has been picked up
LIGHTSPEED EVENTOrder · Picked up
See an example message
Thanks for picking up your order, Alex. Enjoy the ride! We’re here if you need a hand.
Illustrative message.Send a message when a service order is opened
LIGHTSPEED EVENTService order · Opened
See an example message
Hi Alex, your service order is open. You can message our team here with any questions.
Illustrative message.Send a message when a service order is completed
LIGHTSPEED EVENTService order · Completed
See an example message
Hi Alex, your service order is complete. Get in touch here to arrange the next step.
Illustrative message.No actions in this category for the selected edition. Choose another category or both editions.
BICYCLES SAN CLEMENTE
Book the ride.
Connect the rest.
Bicycles San Clemente uses Zidy bookings together with automatic payments and automatic review requests.
- 01
The booking starts the journey
Manage the reservation and customer details in Zidy.
- 02
Automatic payments keep it connected
The booking and payment flow work together.
- 03
The visit leads to a review request
Automatic review requests keep the customer follow-up going.
YOUR AI EMPLOYEE, YOUR RULES
Choose the first reply.
Shape the next handoff.
Use voice AI and choose when AI begins responding across your customer channels. Give it business context and put the right person in reach.
WHERE AI CAN HELP
AI for voice callsAvailable
First-time SMS & webchatAvailable
Facebook Messenger & InstagramAvailable
After a missed callAvailable
After a voicemailAvailable
BUSINESS CONTEXT & TEAM CONTROL
Teach it your business.
Use FAQs, files, training, webpages and examples to give AI information it can work with.
Choose the locations.
Select where AI starts responding, including conversations without an assigned location.
Set the handoff.
When information is missing or a customer is interested in a service, assign a team member and move the conversation to the right folder.
A FEW THINGS TO KNOW
Good questions. Clear answers.
Which Lightspeed editions are supported?+
Explore 9 R-Series and 13 X-Series customer-message actions in the catalog above. Each edition has its own work-order, sale and fulfillment events.
Can I choose a written reply instead of AI?+
Yes. After hours, use a message you write or let AI answer questions and gather information. Choose the approach that fits your business.
How do I connect booking payments and review requests?+
We’ll map the workflow to your booking and payment setup. Bicycles San Clemente already uses Zidy bookings together with automatic payments and automatic review requests.
Where do customer replies go?+
Customer messages come into Zidy Inbox, where the team can review the history and continue the conversation.
YOUR BUSINESS. YOUR NEXT CHAPTER.
What could your team stop chasing?
Bring your customer conversations and everyday work together. Find the Zidy setup that fits your business.