Automation - Wipe Right Cleaning Management

Cleaning reminders

Automatically text clients before their scheduled cleaning.

Schedule & toggle

When reminders send and whether automation is on

Send cleaning reminders at MST

Send reminders

Toggle history

No on/off changes yet.

Reminder board

Clients grouped by when their reminder will send

Today Reminders

No cleanings scheduled for tomorrow

Reminders in 1 day

No cleanings scheduled in 2 days

Send test reminder

Preview and send a one-off reminder SMS

Client

Send to (phone number) If empty and a client is selected, sends to that client’s number.

Leads

Automatically send the first welcome message when a quote request comes in.

First message

When on, Message 1 is sent ~1 minute after a quote request (last 7 days, no reply yet).

If AI Chatbot is on, it handles the welcome instead of this template.

Send first lead message

Only include leads from Quotes before this date won’t get Message 1 (e.g. set a cutoff to exclude older leads).

Toggle history

No on/off changes yet.

Service completed

Checkout messages and payment links after a cleaning is done.

Automation toggle

When employees check out, send thank-you SMS and optional payment link

Toggle history

No on/off changes yet.

Job board

Yesterday, today, and upcoming jobs with check-in status

Employee circles: grey = not checked in, red = did not check in, orange = cleaning, green = checked out.

Yesterday

No jobs

Today

No jobs

Upcoming

No jobs

Send test message

Preview service completed SMS for each checkout path (payment link, cash, Venmo, etc.)

Default budget recurring Default premium recurring Fallback when client has no upcoming cleanings and sqft pricing cannot be calculated.

Client

Checkout type

AI Chatbot

Automatically reply to incoming client texts. Configure rules, facts, and behavior below.

Auto-reply

Toggle history

Exact date and time when auto-reply was turned on or off.

No on/off changes yet.

Built-in rules

What each AI follows — conversation rules, detector AIs, and app-only workflows. Custom rules below add to owner rules but cannot override safety rules.

Exact prompt text (what the code sends to each AI) Source

Word-for-word rule blocks from the codebase. Owner rules include your custom rules from AI rules below. Thread-specific lines (sales flow, dates) show the default empty-thread version — live replies may add more.

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Sandbox

Test conversations with custom or real client info.

Test customer

Load real client

Name

Phone

Address

Sq ft

Permanently deletes the loaded client from Firebase — record, SMS history, bookings, sales pipeline, and calendar entries. Duplicate records with the same phone are deleted too.

Conversation preview Not sent via SMS

Set customer info, then send a message as them

Auto-reply settings

Control when the AI should not send an automatic text reply.

Skip when client has a booking Don’t auto-reply if they have a cleaning booked now or in the past (existing clients) Skip when staff recently replied Avoid jumping in after a human sent a message

Staff reply cooldown (minutes)

Stop when customer opts out Never auto-reply if they text STOP, unsubscribe, “don’t message me,” not interested, etc. AI is turned off for that client automatically. Skip MMS-only messages (no text) Photos or attachments without a text body

Minimum gap between AI replies (seconds)

Business knowledge

Built-in pricing, availability, and checklist context — plus your custom facts.

Pricing & quoting Settings

Live rates from Settings → Pricing. Custom quote rules go in AI rules below.

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Booking availability Smart Booking

Slot rules from Settings → Pricing & Slots. Open dates are calculated live per client.

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Cleaning plans checklist Website

Same Budget / Premium checklist as your home page. Edit in js/cleaning-plans-checklist-data.js.

What's included

Budget

Premium

Your facts

Custom facts the AI should always know — services, policies, service area, etc.

0 facts

AI rules

How the AI should behave — tone, quoting steps, and reply style.

0 rules

Write trigger + behavior rules: “When a client asks for premium price, say $245 and do not mention bi-weekly, weekly, monthly, or one-time.” Examples: “Always get sqft before quoting”, “Never promise same-day booking.”

Disabled clients

Turn off AI auto-reply for specific clients. Messages still appear in CRM.

Add client

Recent activity

Live auto-replies from real client texts.

No auto-replies yet.

AI Followups

A separate AI reads each conversation and decides if a follow-up is needed and when (up to 7 days). Only applies to texts sent after you turn this on — not past conversations.

Follow-ups

Toggle history

No on/off changes yet.

Scheduler settings

How the follow-up AI picks timing — the chatbot still writes and sends the actual message.

Max follow-up window (days) No follow-ups after this many days from the first outbound message.

Send only during business hours Follow-ups won’t send outside the window below (MST)

From to Hour (24h, America/Phoenix)

Two AIs: the scheduler (this tab) picks timing; the AI Chatbot writes and sends the SMS when due. When openings exist, follow-ups list live availability from the calendar — not dates from earlier messages in the thread. The scheduler skips clients who booked, opted out, replied, or clearly ended the conversation.

Follow-up pipeline

Clients you texted after follow-ups were turned on who haven’t replied yet.

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Recent follow-up activity

Follow-ups sent, skipped, or errored by the chatbot.

No follow-up activity yet.

Phone AI

Answer inbound calls with a natural voice assistant. Twilio Voice streams audio to OpenAI Realtime; call summaries sync to Firebase and CRM.

Answer with AI

Toggle history

Exact date and time when Phone AI was turned on or off.

No on/off changes yet.

Twilio setup

Point your Twilio number’s Voice webhook here. Do not set Twilio to dial your personal phone directly — use the forward number below only when Phone AI is off.

A CALL COMES IN (webhook)

—

Status callback

—

Media stream WebSocket URL Deploy functions/voice-media-bridge to Cloud Run, then paste the wss://…/media-stream URL here.

Voice settings

Uses the same pricing, availability, checklist, and rules as AI Chatbot.

Voice engine Prompt, greeting, pricing, and rules come from this page and AI Chatbot — not from the ElevenLabs dashboard.

ElevenLabs agent ID From ElevenLabs → Agents. Your account agent: r5mU9FUAvZxMXf8XVG7p.

ElevenLabs voice ID Copy from ElevenLabs → Voices. Voice must be in My Voices on your account. Default: Adam — Distinct, Deep and Engaging.

ElevenLabs is optional. Your instructions are pushed from this app when the API key has convai_write permission. If sync fails, calls automatically use OpenAI Realtime instead.

OpenAI voice OpenAI Realtime voices only. Marin and Cedar sound the most human on OpenAI.

Greeting instruction What the AI should say when the call connects. Leave blank for a default Wipe Right greeting.

Forward when AI is off Only used when Answer with AI is off (or after hours). In Twilio Console, set “A CALL COMES IN” to the webhook above — not to this number.

Business hours only (8am–7pm MST)

Record calls

AI speaks first

What Phone AI knows

Same pricing, availability, checklist, facts, and rules as . Edit facts and rules there — changes apply to phone calls automatically.

Pricing & quoting Settings

Live rates from Settings → Pricing.

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Booking availability Smart Booking

Slot rules from Settings → Pricing & Slots. Open dates are calculated live per caller.

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Cleaning plans checklist Website

Same Budget / Premium checklist as your home page.

What's included

Budget

Premium

Your facts 0 facts

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AI rules 0 rules

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Test outbound call

Place a test call from your Twilio number. The callee hears the same AI assistant as inbound.

Call this number

Recent calls

Click a call for transcript, recording playback, and SMS reply.

No calls yet.