Part of Praxis Virtual Sales Rep: the business line & inbox every message goes through

Part of Praxis Virtual Sales Rep — Praxis Virtual Sales Rep™ by Praxion. It acts only when you approve.

Praxis Virtual Sales Rep’s business line and inbox are the channel: a business line for every rep, one thread per customer for texts, calls, email and the office’s Chatter notes, and the delivery of anything that leaves for a customer. It sends nothing on its own. Praxis Virtual Sales Rep drafts for customers you already know, and Praxis Seek drafts for people asking for help in public; the line carries them once you say yes.

The rules it applies to every send. Quiet hours and Do Not Disturb hold anything heading to a customer until the window opens. The opt-out line is always on, and a customer who replies STOP is not texted again. Daily caps apply, and nobody is drafted twice inside 30 days. Customer texting is its own switch: it starts off, and it stays off until the carriers have registered the line.

The details: One conversation (the thread and the job’s history) and One business line (the number, the lead card on your phone, quiet hours and Do Not Disturb).

How you use it

Set up your business line once in Settings and give customers that number, not your cell.
Read and answer every customer in one thread on the Communications page.
Approve a draft from Praxis Virtual Sales Rep or Praxis Seek. It goes out from your business line, inside your hours.
Set quiet hours once, and flip Do Not Disturb when the work line should be off.

On the roadmap. Opt-in outbound sequences for customers who ask for them, behind an admin switch.

What it does, step by step

The business line and inbox are part of Leaf Virtual Sales Rep (Praxis Virtual Sales Rep by Praxion, tailored for the Leaf Home field-sales workflow): a business line for every rep and one thread per customer for texts, calls, email and Chatter.
It sends nothing on its own. Leaf Virtual Sales Rep drafts for customers you already know, and Leaf Seek drafts for people asking in public.
When you approve a draft, it goes out from your business line.
Quiet hours and Do Not Disturb hold anything heading to a customer until the window opens.
The opt-out line is always on, a customer who replies STOP is not texted again, daily caps apply and nobody is drafted twice inside 30 days.
Customer texting is its own switch. It starts off and stays off until the carriers have registered the line.
On the roadmap: opt-in outbound sequences, behind an admin switch.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Finding a customer's texts, calls and emails across apps	5–10 min per customer	One thread, already open
Checking the time before sending a customer a message	Remembered, or not	Held until your hours

Typically 1–2 hours a week.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A message going out that you didn't meanThe line sends only what you approve.Guesstimate: zero unapproved messages
Texting a customer who said STOPSTOP is honored on every send.Guesstimate: zero texts after an opt-out
A text sent late at nightQuiet hours and Do Not Disturb hold it until morning.Guesstimate: late-night sends gone

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repOne line for work, one thread per customer, and nothing sent without you.
Office & installersEvery customer conversation on the job, where the office can see it.
The customerOne number for their rep, messages at sensible hours, and a way to opt out.
The managerEvery message on the record, inside the rules.