Klipboard AI Service Assistant: Turn More Customer Calls into Business with AI
Never miss a customer opportunity with connected AI that knows your workshop.
The Klipboard AI Service Assistant answers customer calls 24/7, connects directly with your workshop systems and uses live business information to answer questions, manage bookings and complete everyday tasks.
Real AI. Real Distribution Capabilities.
Figures accurate as of October 2026.
More answered calls. More booking opportunities. More chances to drive revenue.
Every call could be your next booking, repair or parts sale. But when your team is busy with customers or working on vehicles, answering every call isn't always possible.
A missed call can mean missed business. When customers can't get through to make a booking, those lost opportunities can quickly add up.
The Klipboard AI Service Assistant gives customers another way to get the help they need, whenever they need it. Customers can have a natural conversation, ask questions, make or change bookings and access relevant information, even when your team is unavailable or the workshop is closed.
And because the Assistant connects directly with your workshop systems, it can do more than a standalone AI receptionist.
Connected AI built around your workshop
The Klipboard AI Service Assistant connects AI with the systems and information behind your business.
This means it can understand who is calling, access relevant customer, vehicle and booking information and use that context to provide more informed answers and complete everyday tasks.
Answer customer enquiries
Give customers fast, consistent answers to everyday questions, from opening hours and location information to the services your workshop provides.
Manage appointments
Book, amend, cancel and confirm appointments without your team having to handle every interaction.
Access live customer information
Use information from connected business systems to make conversations more relevant to the customer and their vehicle.
Support service and parts enquiries
Help customers with service enquiries and access relevant parts and product information.
Communicate with customers
Support confirmations, reminders and other routine customer communications.
Know when a person needs to step in
Escalate more complex conversations to your workshop team when human support is required.
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Never let a busy workshop mean missed business
AI becomes more valuable when it works within the systems that already run the business.
Klipboard AI is embedded into ERP One and ERP Go, allowing specialist agents to work with customer, product, stock, order and financial information without requiring teams to move data into a separate tool.
Klipboard AI is embedded into ERP One and ERP Go, allowing specialist agents to work with customer, product, stock, order and financial information without requiring teams to move data into a separate tool.
Agents operate within existing permissions and business rules, with human approval where required.
Answers are grounded in the business's own operational records, and customer data is not used to train global AI models.
The result is intelligence that supports everyday distribution work while keeping people in control.
Never let a busy workshop mean missed business
A missed call could be a missed booking and lost revenue. The Klipboard AI Service Assistant helps keep your business available when your people can't be.
- Available 24/7
Answer calls and enquiries outside normal operating hours and when your team is busy. - Support business growth
Handle more customer interactions without relying on proportional increases in front-of-house resource.It's a practical shift from software that tells users what needs doing to software that can help get it done. - Capture more opportunities
Give more customers the opportunity to book rather than leaving an unanswered call. - Keep customers moving
Provide faster responses and let customers manage everyday requests without waiting for someone to become available. - Give your team time back
Reduce the time spent dealing with routine calls, enquiries and administration.
More than a standalone AI receptionist
A traditional AI receptionist can answer a call.
The Klipboard AI Service Assistant is designed to understand the business behind it.
It connects with Klipboard's garage management systems and other connected applications, giving it access to the operational context surrounding the conversation.
So when someone calls about a booking, the Assistant isn't working from a generic script. It can work with relevant information held within connected systems and help the customer complete the task there and then.
Connected to your systems. Informed by your business. Ready to help your customers.
Agentic AI that gets work done
Finding the right information is valuable. But distribution work rarely ends with the answer.
A customer enquiry may require stock to be checked, an alternative identified and a sales order created. A purchasing task may involve reviewing product information before raising an order. An outstanding invoice may require a payment link.
Klipboard's Agentic AI connects information with supported actions within the same business system.
Across ERP One and ERP Go, specialist AI agents can support practical actions within everyday distribution workflows, helping teams move from finding information to completing tasks.
These include:
- Creating sales orders.
- Adding products to orders.
- Creating purchase orders, where supported.
- Preparing draft invoices.
- Generating payment links, where supported.
Today's agents are semi-autonomous, working within established permissions and business rules, with approval required where appropriate.
It's a practical shift from software that tells users what needs doing to software that can help get it done.
Part of Klipboard AI
The AI Service Assistant is part of Klipboard's wider approach to building intelligent, actionable AI into the software businesses already use.
Automotive is the first implementation, but the underlying capability has been designed to work across Klipboard products and connected business systems over time.
This means moving beyond AI that simply provides information towards connected AI that can understand what's happening, help determine what needs to happen next and get work done.
Stock availability is only part of the answer
A product might be in stock at another branch. But that doesn't necessarily mean it's the right option for the customer.
The decision may also depend on existing commitments, suitable alternatives, customer-specific pricing, delivery requirements and supplier availability.
Similarly, creating an order involves more than entering a product and quantity. The system needs to work with the relevant customer, product and transaction information.
Klipboard has spent decades building software around these relationships.
By connecting AI with operational data and established business rules, we're creating intelligence designed around the way distribution businesses actually operate.
Not generic AI adapted to distribution. AI built around distribution work.
More intelligence. More action. Better-connected operations.
With 37 specialist AI agents and 130 capabilities tracked across ERP One and ERP Go, we're continuing to expand the role of AI within distribution workflows.
Our focus includes deeper Agentic AI across purchasing, customer management and credit control, alongside more intelligent automation and new ways to use operational information.
We're also developing predictive and industry intelligence to help businesses identify patterns, understand changing demand and recognise potential issues and opportunities earlier.
As these capabilities develop, distribution software can move further beyond recording transactions and retrieving information.
It can increasingly understand the context surrounding the business, identify what needs attention and help complete the next appropriate action.
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Don't Let Your Next Customer Become a Missed Call
From checking stock and identifying alternatives to creating orders, preparing invoices and generating payment links, Klipboard AI brings intelligence directly into the ERP software your teams already use.
37 agents. 130 capabilities tracked across ERP One and ERP Go.
Find answers faster. Reduce manual work. Get more done.
