Exoserva’s AI features live across three connected configuration surfaces and four runtime surfaces. Most users only ever touch one or two — but if you’re an Owner trying to understand the full picture, this guide is the meta-overview: every AI page, what it does, and how they connect.
Estimated reading time: 6 minutes
The mental model
Think of Exoserva’s AI as a single brain with three preferences (the configuration surfaces) and four mouths (the runtime surfaces where AI talks to humans). Every AI utterance — phone, text, email, dashboard insight — flows from those three preferences. Configure once at the top of the hierarchy; every output downstream inherits the change.
Brain
│
┌────────────┼────────────┐
│ │ │
AI Settings AI Automation AI Dispatch
(the voice) (the rules) (the assignment math)
│ │ │
└────────────┼────────────┘
│
┌────────────┼────────────┐
│ │ │
Voice AI Conversations Dashboard Workflow
(phone) (chat AI (AI (event-driven
Compose) insights) automations)
The three configuration surfaces
1. AI Settings — the voice and language
/settings/ai-prompts — what the AI sounds like.
You configure four categories of editable prompts: greetings, closings, objectionHandlers, serviceDescriptions. The category contents flow into every AI utterance — phone, text, email, even dashboard insight phrasing. Underneath that is a 
Protected System Rules section: critical safety, compliance, and refusal rules baked in by Exoserva that you can’t edit through this page.
When to come here: new business name / brand voice change, multi-language support, post-launch refinement.
Full guide: Configuring the AI Assistant — Step 2 walks every prompt category.
2. AI Automation — the event-driven rules
/settings/ai-automation — when the AI acts on its own.
A list of pre-built rules organized by category (Jobs / Invoices / Customers). Each rule has an Active toggle and tier-aware action thresholds. Examples that ship out of the box:
- Emergency Job Auto-Assign
- Weather-Based Rescheduling
- Payment Reminder (7 days overdue)
- Payment Escalation (30 days overdue)
When to come here: turning on a new automation, debugging one that fired wrong, calibrating thresholds (e.g. shorten payment-reminder cadence from 7 days to 5).
Full guide: same — Configuring the AI Assistant, Step 3.
3. AI Dispatch — the assignment scoring
/settings/ai-dispatch — how the AI picks a technician for a job.
Five sliders that must sum to 100%:
- Skill Match (default 30%)
- Proximity (default 25%)
- Availability (default 20%)
- Workload Balance (default 15%)
- Performance (default 10%)
Every Auto-Assign decision (from the Dispatcher Daily Workflow page) re-runs through these weights. Tune for your business — a tight urban service area might bias Proximity; a tech-quality-driven shop might bias Skill Match.
Full guide: same — Configuring the AI Assistant, Step 4.
The four runtime surfaces
Where the AI actually shows up to customers and to your team:
1. Voice AI — the 24/7 phone receptionist
/settings/voice — configures the assistants that pick up the phone. Reads from AI Settings (greetings/closings) and AI Automation (emergency routing rules). Inbound calls become Conversations threads + Jobs.
Full guide: Setting Up Voice AI
2. AI Compose — chat and SMS reply drafting
Lives inside the Conversations page (/chat). When you select a thread, an AI Compose panel appears: type a one-line goal, the AI drafts a reply in your tone (driven by AI Settings prompts).
Full guide: Conversations and Customer Chat
3. Owner Dashboard — AI Insights
The Owner Dashboard (/dashboard/owner) generates Insights — Opportunities, Risks, Recommendations — using AI to summarize operational data. Same brain configuring the prompts; new context (your KPI data).
Full guide: Owner/Manager Dashboard Guide
4. Workflow Builder — event-driven custom automations
/workflows — visual editor for building your own rules beyond what AI Automation ships with. Drag triggers and actions; the AI is one of the available actions (Send to AI / AI Compose / AI Dispatch).
Full guide: Workflow Builder – Automate Your Operations
Recommended setup order
If you’re starting from scratch, the right order:
- AI Settings first — get the voice right with 3-5 entries per category. Skip until later: you can always refine. Every later surface inherits this.
- Voice AI second — the phone is the highest-leverage AI surface for most contractors. Even an off-tone but functional Voice AI captures more leads than a perfect-tone one that’s not turned on.
- AI Dispatch third — once you have a few real techs and at least 20 completed jobs, the scoring weights start to matter. Earlier tuning is mostly noise.
- AI Automation fourth — turn on rules one at a time. Watch them for 7 days each. Don’t activate all 12 on day one.
- Workflow Builder fifth — once you’ve used the off-the-shelf AI for a month, you’ll know which custom automations are worth building.
Audit and observability
Every AI action is logged with timestamp, source, and outcome. Find them under Settings → Audit Log with a Source: AI filter. Review weekly during your first 90 days; monthly after.
Tier and usage
AI features consume from your tier’s monthly minute and message pool. The current consumption (and remaining headroom) shows on:
- Voice Agent Settings → Status — voice minutes
- AI Settings Hub (this conceptual page; lives across the AI Settings + AI Automation + AI Dispatch pages combined) — message + minute totals
Going past your pool falls onto per-minute / per-message overage. Watch the gauge during marketing pushes or seasonal call surges.
Full pricing context: Setting Up Voice AI, Step 9.
What’s Next?
- Configuring the AI Assistant — the deepest dive on the three configuration surfaces
- Setting Up Voice AI — the highest-leverage runtime surface
- Workflow Builder – Automate Your Operations — when you’re ready to build custom AI automations
- Voice Analytics — Understanding Your Calls — measure what the AI is actually doing
Need help? Post in the Tech Support category or contact support@exoserva.com.