How it works

See exactly how a call becomes an outcome.

A request comes in. Opsidian captures the intent, applies your playbook, routes it, creates the next step, and alerts your team.

Login required. Default operators are sample experiences.

Default operator

Try a default operator before building yours.

Start with a one-minute sample call. Your production operator is built around your services, rules, routing, availability, and follow-up process.

What each operator does
ForgeField-service intake, routing, booking requests, and follow-up.
IvyFront-desk intake, scheduling, reminders, and follow-up.
CustomBuilt around your workflow after consultation.

Pick your business type in the preview to choose one.

Default operators are sample experiences. Do not enter sensitive personal information during sample calls.

Operator preview
Sample
Forge · HVAC intake
Start one-minute sample
Login required

One minute. Choose your business type, then sign in to start the call.

Sample experience. Do not enter sensitive personal information.

The operating model

One path, every request.

01

Capture

Every call, callback, and after-hours request enters one flow.

02

Understand

Intent and details are captured before anyone picks up.

03

Route

The request moves by your rules: urgency, team, service, availability.

04

Book / Handoff

It becomes a calendar hold, a booking request, or a clean handoff.

05

Follow up

Reminders, callbacks, and next steps keep moving.

06

Alert

The team sees what came in, what moved, and what needs attention.

How calls reach Opsidian

Keep your number. Route the work to your operator.

Your customers keep calling the number they already know. Behind the scenes, your line forwards selected calls to your assigned Opsidian operator, where requests are captured, routed, booked, and followed up.

01

Keep your current number

Your public business number stays the same.

02

Forward calls to your operator

Send all calls, overflow, missed calls, after-hours calls, or selected routes to your assigned Opsidian operator number.

03

Opsidian handles the workflow

The operator answers, captures the request, applies your playbook, and sends the next step to your team or systems.

Existing business number
Opsidian operator number
Team / calendar / CRM / alerts
Deployment

How your operator goes live.

A sample call takes one minute. A production operator is built around your business with deployment discipline.

  1. 01

    Map your workflow

    We map your real call flows, routing rules, and systems.

  2. 02

    Build the operator

    We configure it around how your team actually works.

  3. 03

    Test real scenarios

    We run it against real call scenarios before it touches a customer.

  4. 04

    Launch controlled

    Start with a staged rollout, monitored from the first live call.

  5. 05

    Tune and expand

    Adjust logic and widen scope as the operator proves out.

How it works

Start with a sample. Then build yours.

Hear a default operator in one minute, then build one around how your business actually runs.