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How it works

From first message to paid invoice

Five clean stages, four AI workers, one approval layer. Every job moves through the same pipeline so your team focuses on the work — not the admin.

The pipeline

One pipeline, every job

Capture lands the work, Triage decides what to do, Coordinate keeps it organised, Approve gates the action, Complete closes the loop.

01

Capture

Multi-channel intake

02

Triage

AI tags & routes

03

Coordinate

One job record

04

Approve

Human sign-off

05

Complete

Workers close it

Real workflows

Three scenarios, end-to-end

Each one shows how Galaxera moves work through the pipeline — from first message to closed loop.

Capture → Coordinate

Customer ping to booked job

WhatsApp
Claude AI
Google Calendar

From first WhatsApp message to confirmed slot in under 90 seconds.

  1. 1

    Capture: Customer messages on WhatsApp. Lands in your unified inbox in seconds.

  2. 2

    Triage: AI summarises, tags urgency, matches to history, suggests a slot.

  3. 3

    Coordinate: Slot booked on Google Calendar; confirmation sent on the same thread.

Triage → Approve

Lead email to drafted, approved quote

Gmail
Claude AI
Gmail

Quote-worker drafts, you approve in one click, customer sees a polished reply.

  1. 1

    Capture: Inbound email parsed and matched to existing customer history.

  2. 2

    Draft: Quote-worker prepares pricing using past jobs and your rate card.

  3. 3

    Approve & send: One-click approve. Edits are audited. Reply goes back via Gmail.

Complete & follow-up

Job complete to invoice paid

Google Calendar
Claude AI
Gmail

Invoice-worker closes the loop without anyone retyping a line item.

  1. 1

    Mark done: Job closed on the calendar. Photos and notes live on the record.

  2. 2

    Invoice: Invoice-worker pulls line items, applies tax, prepares a payment link.

  3. 3

    Track: Sent via Gmail. Follow-up-worker chases if it isn't paid in 7 days.

The five stages

What happens at each stop

A short look at what your team and the AI workers actually do at every step.

  • Stage 01

    Capture

    Every customer touchpoint, threaded to the right record automatically.

    • WhatsApp · Phone · Gmail · Forms · Messenger
    • Native protocols, not a 3rd-party aggregator
    • Replies attach to the existing thread
  • Stage 02

    Triage

    AI reads the message, summarises, tags urgency, and routes to the right person.

    • Auto-summary of long messages and voicemails
    • Urgency + intent labels in seconds
    • Matches repeat customers to their history
  • Stage 03

    Coordinate

    Every message, photo, slot, and note attaches to one shared job record.

    • Customer 360 timeline view
    • Two-way calendar sync (Google + Outlook)
    • Dispatch suggestions by skill and proximity
  • Stage 04

    Approve

    AI prepares the action; your team approves, edits, or rejects in one click.

    • One queue for replies, quotes, and invoices
    • Edit-before-approve on every draft
    • Audit trail recorded against the approver
  • Stage 05

    Complete

    Background workers send invoices, chase payments, and close out the job.

    • Invoice-worker drafts the moment a job closes
    • Follow-up-worker chases on a polite cadence
    • Stripe payment links inside every invoice

Always on

Four AI workers, one back office

Each one owns a slice of the back office and funnels its work through your approval queue.

  • Active

    Triage worker

    Tags, prioritises, routes new enquiries

  • Active

    Quoting worker

    Drafts pricing for your approval

  • Active

    Scheduling worker

    Suggests dispatch slots

  • Active

    Follow-up worker

    Chases unpaid invoices and dormant leads

How we built it

Four principles you'll feel in every screen

  • Human in the loop

    Nothing important sends without your approval. AI proposes — your team disposes.

  • Audit everything

    Every draft, edit, and decision is recorded against an auditor and a timestamp.

  • Per-business isolation

    Your data lives in its own Galaxera workspace. No cross-tenant leakage, ever.

  • Connect what you have

    Galaxera meets your team where they already work — calls, chat, email, calendar.

See it on your workflow

Want a 30-min walkthrough?

Tell us how your business runs today. We'll show you how each stage maps to your team's daily flow.