In this article, you will learn how you can use Genius AI to optimize your business operations. 

Genius AI is a robust AI-powered toolkit of powerful capabilities designed to upend nearly every aspect of how your business operates. Genius AI adapts and learns, becoming a personalized smart assistant for users, providing valuable suggestions and insights — allowing service professionals like you to focus on what you do best.

Here are just some of the things you can expect from Genius AI:

Genius Answering

Genius Answering is an AI-powered answering service capable of picking up incoming calls, speaking with your customers about the services they need, and even adding jobs to your schedule. Genius Answering is a powerful AI tool built right into Workiz, eliminating the need for manual training.

After activating Genius Answering, "Jessica" — your business's AI answering assistant — will automatically know a lot about your business based on your Workiz account. You can further configure Jessica to only offer certain services, ask specific questions, and even limit the sort of actions she can take during calls, including:

• Creating a new job
• Taking a message
• Rescheduling an existing job (verified clients only)
• Canceling an existing job (verified clients only)
• Adding a note to an existing job (verified clients only)

To learn more about Genius Answering, please see this article.

Genius Phone

Genius Phone is a powerful, integrated AI solution that enhances your calling and messaging experience. Automatically transcribe, summarize, and extract key job data from phone calls using Call Insights. Use Smart Messaging to instantly transform the way you interact with clients by generating context-based replies and rewriting messages to sound more professional.

Smart Messaging

Smart Messaging will instantly transform the way you interact with clients. With just a few clicks, Smart Messaging can easily compose new messages, provide you with relevant replies, or edit your existing messages to be written more professionally. And it does this all with full contextual awareness of the conversation, your client, and your history with this client.

To learn more about Smart Messaging, please see this article.

Call Insights 

Genius AI takes our integrated phone system to the next level with Call Insights. Call insights are designed to help you truly understand the needs of your clients, team members, and business as a whole.

With this powerful AI tool, Workiz Phone can now:

• Transcribe your calls
• Search for words in a call
• Provide a call summary
• Extract the most important pieces of information, like job type, address, and pricing

To learn more about Call Insights, please see this article.  

Genius Marketing 

Genius Marketing is an AI-powered add-on designed to simplify and automate customer outreach. It helps you generate more repeat jobs with less effort through targeted email and text campaigns tailored to your clients’ job history and activity. With the power of AI, you can create marketing emails in seconds using simple, specific prompts. 

To learn more about Genius Marketing, please see this article.

Hey Genius (beta)

Hey Genius is your on-the-go voice assistant available in the mobile app. With a simple voice command, you can use Hey Genius to check job details, update information, and send quick messages to clients — all without typing. It's a faster, easier way to stay on top of your work while on the go.

To learn more about Hey Genius, please see this article.

Live Assist (beta)

Live Assist automatically captures key details as calls happen. When you answer an incoming call in the web app, Workiz transcribes the conversation and pulls out important job details in real time. This makes it faster to create accurate jobs and leads, so your team can stay focused on the conversation — not note-taking.

To learn more about Live Assist, please see this article.

Job Recordings (beta)

Job Recordings provide visibility into what’s happening in the field by capturing real job interactions. This helps you monitor performance, ensure processes are followed, and identify opportunities to coach your team.

Each recording includes a full breakdown of the interaction, including the audio recording, talk ratio, summary, key highlights (such as pricing and objections), and a complete transcript.

To learn more about Job Recordings, please see this article.

Genius Leads

As a field service business, you may receive lead information in a number of different ways, like website emails, warranty requests, and even emails directly from a third-party lead provider. With Genius Leads, you can now automatically create new leads in Workiz whenever you receive one of those emails. 

Genius Leads will automatically detect fields in your email and map them to the corresponding lead fields in Workiz.  

To learn more about Genius Leads, please see this article.

Genius Scheduling

With Genius Scheduling, you can say goodbye to scheduling conflicts and unnecessary travel time between jobs. When creating a job, simply enter the service address and Workiz will automatically suggest the best time slots based on how close the new job is to others already on your calendar.

This is a great way of simplifying the workload for managers and dispatchers across your team. 

To learn more about Genius Scheduling, please see this article.