An office manager for a trades or home-service shop
xAI describes an office manager bot that takes in work orders, plans capacity, and books jobs across email, chat, field-service software, and client portals, so the owner doesn't have to live in six tools.
Last verified: Oct 18, 2026
The problem
Home-service shops juggle email, chat, scheduling software, and client portals that don't connect.
How the bot does it
From xAI:
- xAI's plans post describes an "Office manager" that intakes work orders, plans capacity, and books jobs across Gmail, Slack, ServiceTitan, Quo, and the client portal, doing the browser work in those portals for the owner.
- Each tool needs the bot signed in.
- The post gives no customer results.
Setup steps
- 1List the tools your shop uses and sign the bot into each.
- 2Tell it how you plan crew capacity.
- 3Ask for a proposed schedule each morning.
- 4Tell it: book only what I approve. Any customer message is Draft, I send. Stop and ask me before paying.
Example prompt
Each morning, collect new work orders from [email, portal], check crew capacity in [field-service tool], and propose a schedule. Book only the jobs I approve. Any message to a customer: Draft, I send.
The result
A proposed schedule and work-order list each day for you to approve. No results are given in the post.
Templates on this page
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