We connected the guest-facing channels, event-sales workflow and operating data instead of adding another isolated tool. Each part can do its own job, while every meaningful interaction contributes to one shared customer and business picture.
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Answers, availability, bookings
AI Guest Agent
Sara answers questions using the venue's approved facts and the page the guest is viewing. She checks live availability, creates real reservations, supports multi-room groups, collects event details conversationally and brings in a human when the situation needs one.
Connected to: the website, Checkfront availability and booking, SMS, event intake and the staff takeover monitor.
☎️
Routine questions answered live
AI Phone Attendant
The store line understands spoken questions and keypad choices, answers common questions with conversational context, texts booking links and routes booking changes, refunds, events or uncertain requests to the right human. Missed calls and voicemails remain visible instead of vanishing.
Connected to: Twilio voice and SMS, staff phones, voicemail transcription, alerts and the event-request board.
✉️
Fast response, controlled sending
Email and SMS Automation
New event emails are identified, recorded and answered with an approved first response and pricing while the lead is still warm. School outreach, event follow-up, post-visit review requests and voicemail texts run with business-hour, deduplication and frequency controls.
Connected to: the store inbox, website leads, Twilio messaging, Checkfront visits and the shared event pipeline.
🧩
One person, every interaction
Customer and Event-Sales CRM
Bookings, inquiries, calls, texts and agent conversations resolve into one customer record using verified contact details. The event board tracks new, contacted, quoted, paid and follow-up stages, with party details, communication history, lifetime value and repeat visits in view.
Includes: quote calculator, quoted-versus-paid tracking, duplicate merging, lead value, ownership and response-time measurement.
📞
Human-first continuous calling
Event-Lead Power Dialer
Staff join first, then work a prioritized event queue without manually copying numbers between systems. Leads can be sorted by quality, event date, contact history or quote stage, with pause, call-now, hang-up-and-next and automatic no-answer follow-up.
Safety: no guest is dialed without a human already connected; call outcomes, callbacks, bad numbers and voicemail follow-up write back to the lead.
📊
Money and activity kept distinct
Revenue and Operations Dashboard
Square remains the source of truth for cash; Checkfront remains the source of truth for bookings and visits. The gated dashboard brings both together with refunds, outstanding balances, earned revenue, capacity, daily P&L, calls, reviews, repeat visits and upcoming parties.
Includes: reconciliation, break-even view, experience mix, drink attachment, review velocity, shared tasks, roster and system health.
🎯
Spend tied to outcomes
Marketing Attribution
Google, Meta and TikTok spend and booking results are normalized into a comparable view, with cost per booking and blended return on ad spend. GA4, booking-source data, check-in surveys and same-day demand add context that an ad platform cannot supply alone.
Includes: campaign detail, click-only attribution, organic social tracking and advertising configuration checks.
🔮
Look ahead, then act
Forecasts, Briefs and Ask Ops
Daily history, booked demand, weather, holidays and local patterns feed seven- and fourteen-day capacity and staffing forecasts. The system writes an operating brief automatically, while Ask Ops lets authorized users question the current business picture in plain language.
Includes: morning and end-of-day briefs, demand calibration, weather comparison, staffing tiers and read-only natural-language reporting.