AI voice
AI Receptionist
Answers incoming calls, captures caller details and saves a summary for your team.
Requires a configured phone connection and a passed activation test. Outbound recovery calling is not active.
In the connected web workspace.
Your tools, clearly explained
Know what each tool does.
Use AI for incoming calls and product guidance, with optional AI pilot tools for drafts, estimate extraction and public website questions. Review tools help organize leads, prepare follow-up and track your team's work.
Phone service, messaging and connected calendars require setup and activation for your business. This guide describes the tools; it does not confirm your account is activated.
Calendar workflow
Appointment Booking
Books appointments using saved business hours and the portal calendar, including bookings requested through the receptionist.
Phone booking requires connected booking tools. External calendar checks need authorization; rescheduling and cancellation do not sync between calendars.
The mobile app opens the connected web calendar.
Rules + your review
Lead Review
Organizes imported leads by value, recency, contact details and status so you can choose which records need attention.
Scores explain fixed rules; they are not conversion predictions. Verify the original record and contact restrictions before follow-up.
In the mobile app and connected web workspace.
Templates + your approval
Quote Follow-up
Keeps original estimates separate and prepares a follow-up or optional offer for a quote you have reviewed.
Confirm the original amount, customer and quote validity. Review and approve the exact message before sending.
In the connected web workspace.
Templates + your approval
Email Follow-up
Prepares recovery emails from editable templates and sends only the audience and message you approve.
Requires an authorized workspace, a verified sender and recipient checks. SMS needs separate activation.
In the mobile app and connected web workspace.
Rules + your review
Customer Reply Inbox
Collects customer email replies, suggests a category and holds further follow-up for your review.
Read the original reply and confirm the next step; suggested categories can be wrong.
In the mobile app and connected web workspace.
Templates + your approval
Review Requests
Prepares feedback requests after a confirmed completed job and tracks the responses.
Approve the request before sending. Feedback stays private unless the customer gives permission to quote it.
In the connected web workspace.
Team workspace
Tasks & Reminders
Assigns follow-up work, deadlines and notes so your team can track the next step.
Your team completes and confirms the work; a reminder does not contact the customer.
In the connected web workspace.
Recorded outcomes
Results Tracker
Tracks recorded replies, appointments and won-job values, with a summary you can share.
A recorded job value is separate from invoiced amounts or collected payments. Results depend on the source records.
In the mobile app and connected web workspace.
Scenario calculator
Recovery Calculator
Estimates potential job value from the lead count, response assumptions and average job value you enter.
The result is a planning scenario, not a revenue forecast or guarantee.
In the mobile app and its browser preview.
Manual workspace
Quote Drafts
Saves the scope, price and customer details your team enters for a new quote.
Your team sets and verifies the price and scope; saving a draft does not send it.
In the connected web workspace.
Checklist + your review
Readiness Checklist
Checks record ownership, opt-outs, source information and approval steps before a recovery campaign.
Complete it using facts you can verify. A completed checklist does not activate messaging or certify compliance.
In the mobile app and connected web workspace.
AI guidance
AI Help
Answers questions about using Top Lead Recovery from its product help guides.
Available when AI support is enabled; help articles remain available otherwise. It cannot access your private account or make changes.
In the connected web workspace.
AI drafting · optional pilot
AI Reply Assistant
Prepares an editable response from a saved customer reply and its linked conversation. An eligible quote is included only when you select it.
Owner or manager access and workspace pilot activation are required. Review the facts, then use the separate preview and approval steps. It does not save or send automatically.
In the connected web workspace.
How to use AI Reply Assistant →AI extraction · optional pilot
Estimate Importer
Extracts suggested quote fields from a PDF or pasted estimate email text for your team to review.
Owner or manager access and workspace pilot activation are required. Select the correct customer and verify every field before saving. It does not connect to your mailbox or approve an estimate.
In the connected web workspace.
How to use Estimate Importer →AI question matching · optional pilot
Website Lead Assistant
Matches visitor questions to the public business facts you approve and provides a separate form for callback requests.
Workspace pilot activation and an owner or manager publishing the approved business facts are required. It cannot access private customer records, send marketing or confirm an appointment.
In the connected web workspace.
How to use Website Lead Assistant →Try our Website Lead Assistant
Ask about Top Lead Recovery using our approved public information. AI questions and callback requests each need your consent.
See your workflow in a demo.
Start with the calls, quotes or follow-ups your team needs help with. We will show the tools and explain the setup before you buy.
Request a demo