Product
Features
A closer look at what is built into ProAktive Front Office today, grouped by the part of your business it supports.
Sales
Website inquiry capture
A public intake endpoint turns a website form submission into a Customer and a Lead automatically, with no manual entry.
Lead management
Track status transitions, assign owners, and convert a qualified lead straight into an opportunity.
Opportunity pipeline
A kanban view across every stage, from discovery through an accepted or declined estimate, with a one-click convert-to-project step.
Scheduling
Appointment booking
Book, reschedule, and cancel appointments against an availability calculation that checks business hours and existing bookings.
Appointment types
Configure the kinds of appointments your business offers, each with its own duration and whether it requires a site visit.
Customer self-scheduling
A branded, public scheduling page lets a customer pick an open time slot without calling in.
Estimating
Scope of work drafting
Draft a scope of work with assumptions, exclusions, and open questions captured alongside the narrative.
Line-item estimates
Build an estimate as individual priced line items that roll up to a subtotal, tax, and total.
Customer review and response
A public estimate-review page lets a customer accept or decline directly, with the decision recorded against the opportunity.
AI
Seven purpose-built agents
Intake, Scheduling, Follow-Up, Scope Assistant, Customer Communication, Operations Monitor, and Analytics, each with a closed set of permitted tools.
Confidence and sources
Every factual claim an agent makes carries a confidence score and a source reference, never asserted as company policy without one.
Bounded, auditable actions
A maximum number of unattended actions per run, with every invocation logged as an AI run.
Approvals
Approval Center
Every AI output classified as requiring approval is queued for a human to approve, edit-and-approve, reassign, or reject.
Human-only actions
Final pricing, contract execution, and other regulated decisions are not reachable by any AI tool at all, at the code level.
Pluggable executors
Approving a request runs a registered executor for that action type, so a new domain can add its own approval-gated action without touching shared code.
Analytics
Dashboard metrics
A single endpoint summarizes the numbers that matter across leads, opportunities, and appointments.
Operations monitoring
An agent watches deadlines, stuck cases, integration failures, and revenue at risk.
Fact versus recommendation
Performance summaries are written to keep observed fact and suggested action clearly separate.