The catalogue
Every process EzyConn runs, and how each one finishes
A process is one job your business does over and over: booking a callout, moving an appointment, getting a question to the right person. EzyConn asks the questions in order, checks the answers against your rules, and finishes with something real.
- 24 published processes
- Every question and rule on its own page
- Every process from Starter
One process from the catalogue, New service request, taken apart: the phrases that set it off, the questions it asks, the rules it checks and the endings it can reach.
Read from the catalogueEvery name, question, rule and ending above is the process’s own.
How every process works
It asks, it checks, and it finishes something real
The same three moves in every one of them, so you always know why a customer was booked, routed or handed over.
It asks
The questions a good receptionist asks, in the same order every time, worded from your own list of services.
It checks
Do we cover this postcode? Does that number dial? Is that time still free? Rules, not guesses: the same answer every time.
It finishes
Booked, moved, cancelled, routed, or handed to a person with the conversation attached. Every process lists the endings it can reach.
The catalogue
24 processes, three for every industry
Pick your industry to see its processes: what each one asks, what it checks and how it finishes, on its own page.
Home services
3 processes
HVAC, plumbing, electrical and any trade that drives to the customer.
EzyConn for home servicesHS-01Available
New service request
You go to them
You say what's wrong and where you are, and you leave the chat with a real appointment at a real time, not a promise that somebody will call you back.
HS-02Available
Existing customer: move or cancel a booked visit
Change an existing appointment
You give the details the job is booked under and either pick a new time from what's actually free or cancel it, in the same conversation, without a phone call and without waiting for somebody to ring back.
HS-03Available
Urgent callout: get a person on to it now
Get a person on it now
You are not asked to pick a time slot.
AUTO-01Available
Service booking
They come to you
You pick the service, you're shown times the garage actually has free, and you leave with one booked.
AUTO-02Available
Diagnostic or repair request
You go to them
You say where the car is and what it's doing, and somebody is booked to come to it, you don't have to get it to a garage first.
AUTO-03Available
Existing customer: move or cancel a booked service
Change an existing appointment
You say which car it is and either take a new time from what the workshop genuinely has free or cancel it, without ringing at eight in the morning when everyone is already under a bonnet.
Aesthetics & beauty
3 processes
Salons, spas and clinics booking treatments.
EzyConn for aesthetics & beautyAESTH-01Available
Bridal, group and gift-voucher enquiries
Get it to the right person
You say what it is about and get a straight answer about who is picking it up, instead of a booking form that cannot cope with six bridesmaids.
AESTH-02Available
Treatment booking
They come to you
You are shown times that are genuinely free for the length your treatment takes, and you leave with one booked.
AESTH-03Available
Existing client: move or cancel an appointment
Change an existing appointment
You move or cancel your own appointment in the chat, at eleven at night if that is when you remembered, instead of leaving a voicemail nobody picks up until the salon opens.
Retail & showroom
3 processes
Consultations, quotes and purchase appointments.
EzyConn for retail & showroomRETAIL-01Available
Product discovery: get the enquiry to the right team
Get it to the right person
You are not made to guess which email address to use.
RETAIL-02Available
Quote or consultation visit
You go to them
You get a real appointment for somebody to come and measure, at a time that exists, not a form and a wait.
RETAIL-03Available
Purchase appointment
They come to you
You get a named slot with somebody's full attention, instead of turning up on a Saturday and queueing.
DENTAL-01Available
New patient appointment
They come to you
You register and get an appointment in one conversation, at a time the practice really has, and a chatbot asks you nothing about your teeth.
DENTAL-02Available
Existing patient: change a booked appointment
Change an existing appointment
You give the details the appointment is under and either pick a new time from what is genuinely free or cancel it, without ringing the practice at lunchtime.
DENTAL-03Available
Treatment, cost and plan enquiries
Get it to the right person
You get a straight answer about who is picking your question up and that they have your details, in one exchange, rather than a booking form for a consultation you have not decided to have, or a figure guessed at you by a chatbot.
Healthcare
3 processes
Appointment scheduling and patient routing for practices.
EzyConn for healthcareHEALTH-01Available
Appointment scheduling
They come to you
You book the appointment you came for, at a time the clinic really has, without being asked a single question about your health.
HEALTH-02Available
Existing patient: move or cancel an appointment
Change an existing appointment
You move or cancel your own appointment without holding on a switchboard, and you are never asked why or what is wrong with you.
HEALTH-03Available
Patient follow-up and routing
Get it to the right person
You get to the right person the first time, and they already have your details and what it is about.
Wellness & fitness
3 processes
Studios, gyms and practitioners booking sessions.
EzyConn for wellness & fitnessWELL-01Available
Membership, billing and group enquiries
Get it to the right person
You get told who deals with it and that they have your details, rather than being offered an appointment for a question about a direct debit.
WELL-02Available
Session booking
They come to you
You are shown times that genuinely fit the treatment you asked for, a three-hour package is not offered into a one-hour gap, and you leave with one booked.
WELL-03Available
Existing client: move or cancel a session
Change an existing appointment
You move or cancel your own session in the chat, at the moment you realise you cannot make it, instead of messaging somebody who is teaching.
Translation & interpretation
3 processes
Agencies capturing jobs and booking interpreters.
EzyConn for translation & interpretationTR-01Available
Translation request: capture the job to be quoted
Capture a job to be quoted
You answer ten short questions instead of filling in a quote form and waiting, you see the language pair read back to you so a typo does not cost you a day, and a person picks it up with everything they need.
TR-02Available
An enquiry about work already with us
Get it to the right person
You get told who is dealing with it and that they have your details, in one exchange, instead of sending a second email into the same inbox that has not answered the first one.
TR-03Available
Interpreting assignment: book the session
They come to you
You leave the chat with a real assignment booked at a real time, for the length that kind of assignment takes, not a form and a wait for somebody to check a diary.
How they are built
24 processes, built from 6 shapes
A heating callout and an appliance repair are the same shape carrying different words. That is why a new trade is a change of settings rather than a rebuild.
You go to them
3 processesCheck the postcode is one you cover, find out what the job is and how urgent, take contact details, offer times you are genuinely free, and book it.
They come to you
7 processesFind out what they want booked, take their details, offer real open times on your own clock, and book it. No postcode question, because a salon has no catchment.
Get it to the right person
6 processesNobody is booking anything. Work out what the enquiry is about, name the team that handles it, take contact details, and hand it to a person.
Change an existing appointment
6 processesFind the appointment they already have, then move it or cancel it, behind a confirmation, because it is the one step that undoes something.
- HS-02 Existing customer: move or cancel a booked visit
- AUTO-03 Existing customer: move or cancel a booked service
- AESTH-03 Existing client: move or cancel an appointment
- HEALTH-02 Existing patient: move or cancel an appointment
- WELL-03 Existing client: move or cancel a session
- DENTAL-02 Existing patient: change a booked appointment
Capture a job to be quoted
1 processTake the details of a job in your own questions, read the language pair back so a typo is caught while they are still there, and hand it over for a quote.
Get a person on it now
1 processThe job cannot wait for a diary. Check you cover the address, find out what happened, take a number that dials, and put a person on it. It books nothing, on purpose.
FAQ
Questions about the catalogue, answered
How a process runs, what you can change, and the plan it needs.
What is a process in EzyConn?
One job your business does over and over, like booking a callout, moving an appointment or getting an enquiry to the right person. EzyConn asks the questions in a fixed order, checks the answers against your own rules, and finishes with something real: an appointment in the diary, or a person holding the whole conversation.
How many processes are there?
24, three for each of 8 industries, built from 6 shapes. Each one has its own page with the questions it asks, the rules it checks and every way it can finish.
Can I change the questions or the wording?
Your own services, hours, timezone and the postcodes you cover decide the wording it uses and the times it offers. The order of the questions and the rules it checks are part of the process, so it behaves the same way every time.
Which plan do I need?
Every process in the catalogue is from Starter, because processes run on workflows.
When does a process hand over to a person?
Whenever a person is the right next step, rather than a guess: no free times left, an appointment that is not in the diary, more than one match, or anything unexpected. Your team picks up the conversation with everything the customer said.
Start free
Pick the one that matches your day
Install a process, add your own services, hours and postcodes, and it books and routes the way your business does.
Start on the free plan. Processes run from Starter.