🧪 Testing — Switch Profile
Active: ⚡ Electrician
📨
↑ 4 this week
Total Enquiries
12
vs 8 last week · 4 pending action
✅
67% rate
Qualified Leads
8
2 urgent · 3 high value · 3 standard
🤖
Auto-handled
Auto-Declined
3
Saved approx. 2hrs of your time
⚡
↓ 6s faster
Avg. First Response
14s
Industry average is 6+ hours
Needs Your Attention
3 new
View all →
Activity Log— Today
Enquiry Detail
👆
No enquiry selected
Select an enquiry to see the AI conversation and job details
Enquiry Detail
👈
Select an enquiry
Tap any enquiry to see the full summary and details
This is what your customers experience. Guildly handles the full initial conversation. Try sending a message below.
⚡
JB Electrical Services
🤖 AI Assistant · Responds instantly, 24/7
Hi there 👋 I'm the AI assistant for JB Electrical Services. I'll take a few details and pass you to the team — I'm not a human, but I'll make sure the right person gets back to you. What work do you need?
Just now
Your Dedicated Number
+44 7700 900 123
Customers call or text this number. The AI handles first contact. You only hear about jobs worth your time.
Business Profile
Update what the AI knows about your business.
AI Behaviour
Control how Guildly handles situations on your behalf.
Auto-qualify matching jobs
Pass matching jobs to you automatically
Auto-decline non-matching
Send polite decline without involving you
Accept urgent call-outs 🔴
AI flags these immediately and texts you
Require estimate confirmation before qualifying
AI must quote a price range and get a yes from the customer before passing them through as a qualified lead — recommended
Share cost estimates upfront
AI volunteers a price range early in the conversation to filter customers who won't pay your rates
Show in-app tips & guidance
Guildly tips help you get the most from every feature — toggle off to disable, toggle on to re-enable
Request photos for large jobs
Ask for images on rewires and large installs
Out-of-hours mode
Different tone after 6pm and weekends
SMS alert on qualified lead
Text you when a good job comes in
Pricing Configuration
The AI uses these rates and estimates to give customers realistic prices upfront. Jobs without a fixed estimate are priced automatically from your hourly or day rate and an estimated duration.
Base Rates — used when no fixed estimate exists
Job Estimates
Leave blank to estimate from rates
Job Type
From
To
Unit
Note for AI
🤖 How the AI uses this
With a price range: The AI tells customers "This typically costs £X–£Y. Does that work for your budget?"
Without a price range: The AI estimates from your hourly or day rate. For example: "Based on our rates and the likely time involved, you're looking at roughly £X–£Y."
If they decline the estimate: The conversation ends there — no wasted quoting time.
Without a price range: The AI estimates from your hourly or day rate. For example: "Based on our rates and the likely time involved, you're looking at roughly £X–£Y."
If they decline the estimate: The conversation ends there — no wasted quoting time.
Priority System
Adjust how the AI categorises and ranks your enquiries.
🔴
Urgent Call-Out
No power, safety hazard, commercial downtime — notified immediately
🟠
High Value Job
Rewires, consumer units, large installs over £500
🔵
Standard Enquiry
EV chargers, new circuits, outdoor sockets, lighting
🟢
Repeat Customer
Existing customer returning — always prioritise
⚪
Low Priority
Minor repairs, below minimum value, no urgency
🔒 Data & Privacy
Guildly processes customer data on your behalf. You are the data controller — we are the processor. Here you can manage what's stored and how long it's kept.
Enquiry Data Retention
Customer names, contact details and addresses are deleted automatically after this period.
Conversation Transcripts
AI conversation logs are deleted after this period. You can delete individual transcripts at any time from the enquiry detail panel.
🤖 How AI Processing Works
Enquiry conversations are processed by Anthropic's Claude API to generate AI responses and summaries. Anthropic is a sub-processor under our Data Processing Agreement.
Anthropic's API is configured with zero data retention — conversation content is not stored on Anthropic's servers after processing.
Full details are in our Privacy Policy and
Data Processing Agreement.
AI must identify itself as an AI at the start of every conversation
Required under UK GDPR automated decision-making provisions — recommended to keep this on
Show privacy notice below chat widget
Displays a one-line consent notice informing customers their details will be passed to your business
Allow customers to request data deletion
Customers can email a dedicated address to request deletion of their data — required under UK GDPR
Feedback Dashboard
Internal — Guildly HQ
Feature Requests & Feedback
grouped by votes · click to expand
⚡ Requested Features That Already Exist
help bot triggers when these users next open the app
Requests by Plan
Cost vs Margin Analysis
Channel Setup
Connect your existing phone number and email address to Guildly. Customers contact you exactly as they always have — Guildly handles the rest in the background.
📞
Phone — Call Forwarding
Missed calls → voicemail → SMS link → AI chat
Not connected
Your Guildly Number
+44 7700 900 123
This number handles your missed calls. Your existing number stays exactly as it is — you don't change anything customers can see.
Set up in 3 steps — takes under 2 minutes
1
Select your mobile network
This gives you the exact code to dial.
2
Dial this code on your phone
Open your Phone app and dial the code below exactly as shown. You'll hear a confirmation tone.
Dial this when you can't answer (recommended)
Select your network above
Also set up: when busy & when unreachable ▸
When busy
—
When unreachable (out of signal)
—
💡 What your callers hear: A professional voicemail greeting using your business name. They leave a message, then immediately receive a text with a link to continue the conversation with the AI — so their enquiry is captured even while you're on a job.
3
Test your setup
Call your Guildly number to hear your greeting and confirm everything is working.
Your Voicemail Greeting
"Hi, you've reached JB Electrical. James is on a job right now. Please leave your name and number and we'll get straight back to you."
SMS Sent After Missed Call
This is sent automatically to anyone who leaves a voicemail. It invites them to continue the conversation via AI chat — getting you all the information you need without a callback.
Message preview
Hi — thanks for calling JB Electrical. James is on a job right now. To get your enquiry sorted without the wait, tap here: guildly.co.uk/chat/jb-electrical — he'll see it straight away.
✉️
Email — Forwarding
Customer emails forwarded → AI qualifies → enquiry in dashboard
Not connected
Your Guildly Email Address
Forward your existing work email to this address. Your email address stays the same — customers never see this address.
Set up forwarding — takes 2 minutes
What Guildly Does With Each Email
✅
Trade enquiry — AI qualifies it, creates an enquiry in your dashboard, replies to the customer
📬
Personal or supplier email — forwarded straight to your Messages tab, untouched
🗑️
Spam — filtered out automatically, never reaches you
🌐
Website Chat Widget Coming soon
Embed AI chat directly on your website
Trusted Circle
Your private list of tradespeople you personally recommend. When a job comes in that you can't take, it goes to the right person in your circle first — privately, before anyone else. They get a message: "[Your name] has a job for you — they thought of you first."
🤝 Your Circle
Pro plan · up to 10 contacts
💡 Add tradespeople you know personally — a plumber you've worked alongside, a gas engineer who covers your area, a builder you'd vouch for. They don't need to be on Guildly — they'll get an invitation from you when you add them.
📋 Recent Circle Referrals
jobs you've passed to your circle
📥 Referrals Received
jobs others in your circle have sent to you
Messages
Personal calls, voicemails, and non-trade contacts — all in one place.
📞 Voicemail Enquiries
SMS link sent · awaiting chat response
📬 Personal & Other Messages
Non-trade calls forwarded here
Current Plan
Pro — £49/month
150 enquiries per month · 14-day trial active — 12 days remaining
Active Add-onsBrowse all add-ons →
📧 Email Notifications Included
📱 SMS Alerts £8/mo
+ Add more below
Choose Your Plan
All plans include a 14-day free trial. No card required to start. Cancel any time.
Monthly
Annual
Save 20%
Add-ons
Layer on exactly what you need. Cancel individual add-ons any time.
Need More Enquiries?
Buy a one-time top-up for busy months. Never get cut off at peak times.
Booking Confirmation Messages
When you create a booking, Guildly automatically sends the customer a confirmation email with two buttons — Confirm or Request Reschedule. One click updates the booking status in your calendar. No typing, no replying — just a button.
📧 Example confirmation email — one click, no reply needed
Hi Sarah, this is JB Electrical confirming your appointment:
📅Thursday, 9 January 2025 at 9:00 AM
🔧Consumer Unit Replacement
📍14 Orchard Close, Salford M6 7PT
✅ Confirm Appointment
✕ Request Reschedule
See you then! — James, JB Electrical Services
📧 Auto-reschedule email — sent automatically if customer clicks Reschedule (when enabled)
Hi Sarah, no problem — here are our next available slots. Click the one that works for you:
Friday 10 Jan at 9:00 AMSelect →
Monday 13 Jan at 2:00 PMSelect →
If none of these work, just reply to this email. — James
Send confirmation via Email
Included on all plans — free
Send confirmation via SMS
Requires Customer SMS add-on — £12/mo
Billing History
Privacy & Data Protection
Guildly takes data protection seriously. This page explains how customer data is handled, what your responsibilities are as a data controller, and how the AI integration works in a GDPR-compliant way.
✅ UK GDPR Compliant
✅ Zero AI Data Retention
✅ EU Data Residency
✅ Encrypted at Rest & in Transit
Your Role vs Guildly's Role
👤 You — Data Controller
You decide what data to collect and why. You are responsible for:
• Your own privacy policy with your customers
• Responding to customer data requests
• Ensuring you have a lawful basis for processing
• Keeping your contact details up to date
• Your own privacy policy with your customers
• Responding to customer data requests
• Ensuring you have a lawful basis for processing
• Keeping your contact details up to date
🏢 Guildly — Data Processor
We process customer data on your behalf and are responsible for:
• Security of the data we store
• Our sub-processors (Anthropic, infrastructure)
• Deleting data within agreed retention periods
• Notifying you of any data breaches within 72 hours
• Security of the data we store
• Our sub-processors (Anthropic, infrastructure)
• Deleting data within agreed retention periods
• Notifying you of any data breaches within 72 hours
What Data Guildly Collects
Data Type
Purpose
Retention
Customer name
Identify who the enquiry is from
90 days after job
Phone number
Tradesperson callback
90 days after job
Email address
Booking confirmations, AI chat
90 days after job
Home address
Job location, access planning
90 days after job
Access details
Gate codes, key locations, parking
90 days after job
Best visit times
Scheduling
90 days after job
Conversation transcript
AI qualification, quality review
90 days
AI-generated summary
Enquiry briefing for tradesperson
With enquiry record
Job type & estimate
Pricing filter, scheduling
With enquiry record
Retention periods can be adjusted in Settings → Data & Privacy. All data is deleted within 30 days of account closure.
AI Processing & Anthropic Sub-Processor
Customer enquiry conversations are processed by Anthropic's Claude API to generate AI responses, qualification summaries, and job notes. Anthropic acts as a sub-processor under our Data Processing Agreement.
✅ Zero Data Retention
Anthropic's API is configured with zero data retention. Conversation content is not stored on Anthropic's servers after the API call completes.
✅ Standard Contractual Clauses
Data transfers to Anthropic's US servers are covered by Standard Contractual Clauses (SCCs) as permitted under UK GDPR Article 46.
✅ AI Identification
The AI assistant identifies itself at the start of every customer conversation, meeting the transparency requirements of UK GDPR Article 22.
✅ Data Minimisation
The AI only collects what is necessary to qualify the enquiry. It does not probe for information beyond job details, location, access, and contact.
Customer Rights & How to Handle Them
Under UK GDPR, customers have rights over their data. As data controller, you are responsible for responding to these within 30 days.
Right of Access
Customer can ask what data you hold about them
→ Enquiries → find their record → export details
Right to Erasure
Customer can request deletion of their data
→ Enquiries → open enquiry → Delete Enquiry & Data
Right to Rectification
Customer can ask you to correct inaccurate data
→ Edit fields directly in the enquiry detail panel
Right to Object
Customer can object to processing their data
→ Contact support — we will delete all associated data within 30 days
⚠️ You must respond to data subject requests within 30 days. We recommend setting up a dedicated address such as [email protected] for these requests and including it in your customer-facing privacy policy.
Infrastructure & Security
🔐
Encryption
All data encrypted at rest (AES-256) and in transit (TLS 1.3)
🌍
EU Data Residency
Data stored in EU servers (Frankfurt). No data stored outside the UK/EEA without SCCs.
🔑
Access Control
Role-based access. Only you and authorised team members can access customer data.
📋
Audit Logs
All data access is logged. Logs retained for 12 months.
🚨
Breach Notification
You will be notified within 72 hours of any data breach, as required by UK GDPR Article 33.
🗑
Deletion
Account data fully deleted within 30 days of cancellation. No backups retained beyond this.
Legal Documents
📄
Privacy Policy
Guildly's full privacy policy covering all data processing activities
📄
Data Processing Agreement (DPA)
The legally binding agreement between Guildly and you as data controller. Accepted on sign-up.
📄
Sub-Processor List
Current list of third parties who process data on our behalf, including Anthropic.
📄
Customer Privacy Policy Template
A template privacy policy you can adapt for your own customers.
ICO Registration. If your business processes personal data, you are likely required to register with the Information Commissioner's Office (ICO) and pay the data protection fee (currently £40–£60/year for sole traders). Check your registration status at ico.org.uk →