Sameday

Agents act inside the field service systems. The integrations page says agents schedule appointments into ServiceTitan, automate bookings, reminders and follow ups in Jobber, create subscriptions, find appointments and dispatch technicians in FieldRoutes, and update Service Fusion, and the AI CSR page adds booking straight into field service software with text updates to customers; Housecall Pro, JobNimbus and AccuLynx and lead sources such as Google Local Services, Thumbtack and Angi are named on the homepage.

SourceSameday, sameday.ai (/integrations, /features/ai-csrs, home)read 2026-09-28

Packaged plays with configurable handoff rules, no flow builder by design. The buyer picks a campaign play and an audience, campaigns stop when someone books or opts out, and handoffs follow rules set on intent, keywords, job value or time of day, but Sameday says there are 'no setup wizards, no flowcharts'. Control flow lives inside packaged plays rather than a surface the buyer builds.

SourceSameday, sameday.ai (home, /features/campaigns, /features/ai-csrs)read 2026-09-28

Business parameters configured for the agent, no documented knowledge base. The AI CSRs are set up with the business's greeting, service areas, pricing rules and escalation policies, and playbooks are built from the calls of nearly 2,000 service businesses. No document store, index or retrieval over the customer's own knowledge is described.

SourceSameday, sameday.ai (/features/ai-csrs, /playbooks)read 2026-09-28

Rule based handoffs and escalation, no approval step. Calls transfer to people on configurable rules (intent, keywords, job value, time of day) with context, staff can hand live calls to the AI and back, the complaint rescue play escalates unhappy customers to owners, and campaigns respect quiet hours and opt outs. Nothing holds an agent action for sign off.

SourceSameday, sameday.ai (/features/ai-csrs, /playbooks, /features/campaigns)read 2026-09-28

An access surface with no attestation named. Enterprise lists role based access, audit trails and single sign on, and the security page describes encryption in transit and at rest, workspace isolation and recording consent controls. No SOC 2, ISO or HIPAA attestation is named, and security documentation is offered on request for enterprise reviews; ask the vendor for it.

SourceSameday, sameday.ai (/enterprise, /security)read 2026-09-28

Per call records with the outcome the agent produced. Call records hold live transcripts, AI summaries and performance notes and tag each call's outcome (scheduled, rescheduled, transferred), Enterprise adds searchable call logs, recordings and audit trails, and Coach scores every call; the per call outcome shows the action the agent took. The limit: tool level detail is not described.

SourceSameday, sameday.ai (/features/ai-csrs, /enterprise, /features/coach)read 2026-09-28

State within a call; customer history lives in the field service system. Agents book into and update the customer's ServiceTitan, Jobber or FieldRoutes records and hand off with conversation context, which is the application's data rather than a memory layer, and no store the agent keeps across calls with a stated scope and lifetime is documented.

SourceSameday, sameday.ai (/integrations, /features/ai-csrs)read 2026-09-28

Hosted only; no deployment or region option documented. The Enterprise and security pages cover encryption, isolated workspaces, DPAs and export or deletion on request but no private cloud, self hosted or region choice, and forwarding calls to the agent from the existing phone system is telephony rather than deployment.

SourceSameday, sameday.ai (/enterprise, /security, /integrations)read 2026-09-28

A named catalog of ready jobs. Playbooks are 'a job your AI workforce already knows how to run', seventeen named across answering (after hours, overflow, bilingual, emergency triage), booking (speed to lead, web lead capture, cancellation backfill, maintenance reminders, confirmations), revenue (membership sales, seasonal campaigns, estimate follow up) and reputation (review booster, happy calls, complaint rescue, payment collection, reactivation); each does its own job.

SourceSameday, sameday.ai/playbooksread 2026-09-28

Autonomous wakes on several seams. AI CSRs answer every inbound call around the clock, campaigns run continuously (missed call recovery) or on a schedule from the business's own customer data, and the speed to lead and web lead capture playbooks call new leads and form submissions within minutes, over calls and texts.

SourceSameday, sameday.ai (/features/ai-csrs, /features/campaigns, /playbooks)read 2026-09-28

No model or provider is named or selectable. Plans add voice cloning (Scale) and multilingual voices (Enterprise), which are choices of voice within Sameday's own product, and no language model, voice provider or bring your own key is documented. Ask the vendor which language model and voice providers it uses.

SourceSameday, sameday.ai (/pricing, /features/ai-csrs)read 2026-09-28

API access named on the Enterprise plan, with no reference published. The pricing page lists API access and custom integrations on Enterprise. The site and its sitemap publish no API reference, SDK or MCP server; ask the vendor for the API reference.

SourceSameday, sameday.ai (/pricing, sitemap)read 2026-09-28

Scored evaluation of the deployed agent. Coach scores every call, AI or human, against criteria the business sets (greeting, information gathered, offers made, booking confirmed) and classifies the outcome, so teams 'find out a script change worked in days', an optimization loop run against the deployed agent; campaigns report contacted, reached, booked and revenue per play.

SourceSameday, sameday.ai (/features/coach, /features/campaigns)read 2026-09-28

No browser, desktop or computer control. Sameday's agents work over calls and texts and act in field service software through integrations; the softphone extension is a phone for the business's staff, the product running in a browser.

SourceSameday, sameday.ai (/integrations, sitemap)read 2026-09-28