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Restoration · High-intent workflow

Capture emergency restoration calls and move the response forward.

Claire can answer water, fire and mold loss calls, collect property and insurance context, apply on-call rules, prepare the intake, notify the response team and keep the caller informed.

See Claire handle an emergency restoration intake

Request to resolution● Governed workflow
Incoming request“A pipe burst overnight and the basement is flooding.”
  1. 1Capture caller and propertyConfigured next actionClaire
  2. 2Classify water, fire, mold or storm lossConfigured next actionClaire
  3. 3Collect safety and access contextConfigured next actionClaire
  4. 4Prepare permitted job or lead recordConfigured next actionSystem
  5. 5Notify on-call response teamConfigured next actionClaire
  6. 6Route dispatch decision to crew leadHuman decision or exceptionHuman
XactimateEncircleDASHRestoration Manager
Why Claire is different

The search starts with reception. The value continues through the workflow.

A basic answering service captures a message. Claire can maintain context, apply rules, coordinate approved actions and communications, and bring people in when the workflow reaches a decision or exception.

Conversation

Voice, SMS, email or forms collect the information the operation actually needs.

Coordination

Variables, branching, waits, API actions and follow-up keep the next step moving.

Human control

Approval and exception boundaries keep consequential decisions with your team.

Implementation

Start with one bounded workflow.

  1. Map the requestInputs, channels, volume and failure points.
  2. Define permissionsWhat Claire may retrieve, prepare, update or communicate.
  3. Connect systemsValidate API access and operational constraints.
  4. Test exceptionsSimulate edge cases and human handoffs before launch.

Systems commonly encountered

Xactimate, Encircle, DASH, Restoration Manager.

Integration status: configurable connection subject to API access and implementation validation. No native integration is claimed on this page.

Operational depth

What emergency restoration intake requires in practice.

Restoration companies compete on response speed, but the first call also requires disciplined fact gathering. Water loss, fire or smoke, mold, storm damage, sewage, and commercial losses create different safety, insurance, equipment, crew, and on-call requirements. Generic reception scripts routinely miss details the operations team needs.

Property owner / callerMakes or receives the request
ClaireMaintains workflow state and coordination
Job + communication systemsProvides authorized context and actions
On-call manager / crewOwns judgment, approval or exception

1. Capture context

Identify the caller, loss location, contact information, and relationship to the property.

2. Understand the request

Capture loss type, source status, affected areas, occupancy, safety concerns, and whether emergency services are involved.

3. Apply operating rules

Gather available insurance and adjuster context without making coverage decisions.

4. Coordinate the system step

Apply after-hours and on-call routing rules and prepare the job record.

5. Communicate clearly

Notify the configured response team with a structured intake summary.

6. Escalate exceptions

Escalate safety, commercial-loss, capacity, coverage, or dispatch exceptions to a person.

Where people stay involved. People decide whether the site is safe, what crew and equipment to deploy, how to scope work, what commitments to make, and how to communicate with carriers or adjusters. Claire can accelerate the intake and notification path without pretending to make professional restoration or coverage decisions.
Systems and implementation truth

Connect only what can be validated.

Xactimate, Encircle, DASH and restoration-management products may be relevant implementation targets. Their presence here does not mean a native integration exists. File transfer, record creation, photos, write permissions, and workflow ownership must be validated.

Implementation begins by mapping the trigger, identity keys, required reads and writes, permissions, normal path, timeouts, failure states, human owner, communications, and test cases. Claire’s API Call, variables, branching, delays, messaging, calling, consent, time checks, documents, human handoff, Runtime, Operations, and Quality primitives provide the building blocks; the exact end-to-end behavior must be configured and tested for the customer.

How to measure the workflow

Evaluate answer-to-notification time, completeness of loss intake, on-call acknowledgement, duplicate information requests, exception visibility, and follow-up consistency. Do not publish unsupported response-time or booked-job improvements.

No invented proof: this page describes workflow capability and deployment requirements. It does not claim customer results, certifications, or integrations that have not been substantiated.

Evaluation guide

How to evaluate emergency restoration intake without buying a demo illusion.

A convincing call is only the beginning. Ask the vendor to demonstrate the complete path using representative data and the failure conditions your team sees in production. The test should show how the workflow identifies the correct record, what happens when more than one record matches, which actions are read-only or writable, how permissions are enforced, and how the person receiving an exception sees the context.

Bring real test cases

Include a straightforward request, an incomplete request, an out-of-policy request, a system timeout, unavailable capacity, conflicting information, a caller who asks for a person, and a request that arrives after hours. For emergency restoration intake, the demonstration should use the vocabulary and operational dependencies described on this page rather than a generic appointment-booking script.

Define completion before launch

A conversation is not complete merely because the call ended. Define whether completion means a verified record was found, required fields were captured, a permitted action succeeded, the system of record reflects the new state, the customer received the correct confirmation, or a named human accepted ownership. If an API fails, the workflow must expose the failure and route it; it must not tell the customer the work is finished.

Separate configuration, integration, and product gaps

Scripts, knowledge, business hours, routing rules, variables, messages, and many branches may be configuration. System reads and writes usually require integration work. Durable external-event resume, approval chains, complex exception queues, or other behaviors may require product verification or development. A useful implementation plan labels the difference instead of hiding every dependency behind “customization.”

Protect the human operating model

People decide whether the site is safe, what crew and equipment to deploy, how to scope work, what commitments to make, and how to communicate with carriers or adjusters. Claire can accelerate the intake and notification path without pretending to make professional restoration or coverage decisions. The strongest workflow removes repeated coordination and prepares decisions; it does not erase accountability. Agree on the handoff owner, response expectation, fallback channel, and what happens after the person acts.

Buyer questions

Before you deploy.

Is this just a voice bot?

No. Voice can start the workflow, but Claire’s value is coordinating the configured system, communication and human steps that follow.

Can Claire act without human review?

Only within the permissions and policy boundaries configured for the workflow. Decisions and exceptions can require a human.

Does Claire replace our current system?

No. Claire is designed to orchestrate around systems of record rather than create another disconnected database.

How do we prove the workflow works?

We test representative requests, system responses, unavailable actions and handoff conditions before production rollout.

See Claire handle an emergency restoration intake.

Bring the real request, rules, systems and handoff points.

Book a workflow demo