Customer Communications
Customer messaging that follows your playbook, not a template.
SMS, email, phone, and push: branded templates, automated triggers, and two-way replies, all wired to your exact process, not the one your last tool forced on you. An AI agent can answer the thread on its own when you want it to. Reshape the cadence yourself in plain English and it is live. Every thread logged to the customer record.
Inbox · Customer threadsLiveMeridian Facility Services · SMS and email
4 records
Thread
Channel
State
Dana Cole · Northwind Property Group
"What time is the tech getting to Riverside?"
SMS · 1 min ago
Facilities desk · Kingsway Retail
Booking request for next week
Email · 12 min
Site contact · Elm Street Clinic
Thanks, all sorted
SMS · 40 min
Harbour Point reception
STOP
SMS · 1h
Handled before anyone at the desk read it.
Two-way, logged, and handed to a human when it should be.
Text Agent
Watching
Task
What it checked
Action
Replied: "Dev is 18 minutes out"
Threaded onto the job, so the whole team sees it.
Plain English
Describe the change. It goes live.
Template updated
Tech photo + ETA link added to confirmations
Pushed to all jobs
Applies to every booking going forward
History preserved
Sent messages stay exactly as they went out
Live in
Built your way
The whole messaging stack, no Zapier chains.
Triggers, templates, two-way threads, an AI agent that can answer them, and the phone line, all natively tied to every job, customer, and invoice.
Two-way SMS
Branded email
An AI agent on the thread
AI phone agent
Trigger library
Opt-outs handled for you
Segments
Translation in the thread
Payment nudges
You know when they opened it
Review requests
Push to your crew
75%
Fewer no-shows
3x
Review rate
100%
Threads logged
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
HVAC
Pest Control
Facilities
Integrations
Plays nicely with the tools you already use
Twilio SMS / Voice
US + international SMS, and the phone line the AI agent answers.
Connected mailbox
Your own inbox, ingested and threaded onto the customer record.
Gmail / Outlook
Sent from your domain, replies tracked.
Google Reviews
One-tap review links.
HubSpot / Salesforce
Contact and activity sync for sales teams.
Slack / Teams
Escalated replies land in the right channel.
AI agents
The AI agents on the thread and the line
Four channels, one brain. The agent that answers the phone is the same one that answers the SMS thread, with the same permissions and the same audit trail.
Text Agent
Answers inbound SMS and email against the real job, so “what time are you coming?” is handled before anyone reads it.
Calling Agent
Answers the line in your brand voice, works out how urgent it is, books it, and writes the job up. After hours, that's the difference between a booking and a voicemail.
Calling Agent
Handles the outbound side: confirmations, reminders, on-my-way, the review ask, the follow-up. Placed on your cadence, logged to the customer.
Watcher Agent
Reads the replies you'd want to see first (the angry one, the one that never got answered, the thread that's been open three days) and escalates before it's a review.
Stop chasing customers. Build the cadence your way.
See a live multi-channel cadence on your real customer list.
Also works from ChatGPT, Claude and Copilot in Teams
Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.