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

Workiz Genius is a robust AI-powered toolkit of powerful capabilities designed to upend nearly every aspect of how your business operates. Workiz Genius 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 Workiz Genius:

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 

Workiz Genius 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 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.