Heyva AI and automation
Where Heyva reads, drafts and repeats the routine for you, and where it always stops to ask.
Present this storyThe story
Owner
The owner asks who owes money or what is booked tomorrow. The assistant answers, and it drafts invoices or bookings for the owner to confirm.
Heyva AI assistant - Ask in plain words. Approve before anything changes.Owner
A spreadsheet or a photo of a customer list goes in. AI proposes how each column maps, and nothing is saved until the owner agrees.
Bring your data with AI import - Drop in a file. Check the match. Save.Owner
WhatsApp or email history is imported onto the customer. Heyva AI drafts the next reply, and the owner edits and sends it.
Activities and conversations - Every call, note and chat in one place.Owner
Heyva AI can draft the questions of a job-size calculator, and the owner edits them. The answers then set the booking length.
Job-size calculators - Let the size of the job set the booking length.Owner
Three of the four autopilot switches handle the routine: jobs start on time, jobs complete after their end time, and invoice drafts appear for review.
Let Heyva run the routine - Routine jobs close themselves, drafts wait for you.Owner
A workflow starts from an event, checks conditions and acts. An approval step keeps a person in charge of anything that changes data, and a test run comes before the switch is on.
Workflows and automations - Let repeating chores run themselves.Owner
A website enquiry becomes a customer and a deal in one tap. With Sales Playbooks installed, a sales funnel starts too.
Leads and website lead capture - From website form to customer in one tap.Owner
Sales Playbooks, an add-on in beta, gives each type of customer a funnel of steps. Heyva AI can draft the funnel for the owner to refine.
Sales playbooks and AI funnels - Sell the same way every time.