Your help desk inside the dashboard
George is your help desk inside the Pool Founder dashboard, and he knows your company's data. Ask him a question in plain English — "What's on today's schedule?", "Any invoices to chase?", "How do I set up recurring billing?" — and he answers with live numbers, clickable cards, exact steps, and links straight to the right page. And if he can't solve it, he connects you with a human right in the chat.
George is for you and your team — he never talks to your customers. The customer-facing AI that answers your business phone and texts is the AI Front Desk, a separate feature.
Where to find George
- The floating chat button — a round button with George's avatar in the bottom-right corner of every dashboard page. Click it to slide open a chat panel without leaving what you're doing. The expand icon in the panel header opens the same conversation full screen.
- George AI in the sidebar — the full-page chat, with a conversation list on the left and more room for tables and cards.
George is not in the technician mobile app — there is no George tab and no Ask George button on the phone. He is only available in the web dashboard.
On the full page, the left sidebar holds your conversations. Click New Chat to start a fresh thread, click any thread to switch back to it (your place is kept), and hover a thread and click the pencil icon to rename it. In the popup panel, a circular-arrow button in the header starts a new conversation once the current one has messages.
What George can help with
George reads your real company data, so his answers are current — not generic. He can:
- Look up customers — contact info, service locations, their jobs, their invoices, and when their next visit is scheduled.
- Check schedules and routes — today's overview, the weekly schedule, any specific date, live route status, and each technician's workload.
- Check billing — invoice stats like outstanding and overdue totals, a customer's invoice history, and completed work orders that haven't been invoiced yet.
- Explain how to do something — ask "How do I skip a visit?" or "Where do I change a billing rate?" and he walks you through the exact steps, with a link to the right page.
- Connect you with a human — see the escalation section below.
Answers arrive as more than plain text: entity cards you can click to open the customer, job, or route; action buttons that jump to the right page; stat tiles for quick numbers; charts when you ask about trends or comparisons ("compare revenue and profit by route"); and tables for lists.
Asking for a human
If you want a person instead of the AI, just tell George — "I'd like to speak to a human" works. He hands the conversation to the Pool Founder support team, and their replies appear right in the same chat, labeled with the teammate's name. You'll see the status as it progresses:
- Connecting... — your request is on its way to the team.
- Seen — a support team member has seen your message and will respond shortly.
- Human joined — a human support agent is now in the conversation.
George and the help center
George is backed by this help center, so how-to answers come with real steps and links — not guesses. He's fastest for questions about your data — a customer's balance, today's routes — and for "where do I do X?" questions. If you'd rather browse yourself, start with the quick start guide and the articles linked below.
Frequently asked questions
Can George make changes for me (skip a visit, move a job)?
Not currently — George is a help agent. He'll tell you exactly where to do it and link the page; changes are always made by you in the app.
Can my technicians use George on their phones?
No. George is not in the technician mobile app — there is no George tab and no Ask George button. He is only available in the web dashboard, from the floating chat button or George AI in the sidebar.
Does George talk to my customers?
No. George is an internal assistant for you and your team. Customer-facing AI — answering your business phone and texts — is the separate AI Front Desk feature.
Can I keep more than one conversation going?
Yes. On the George AI page, the sidebar lists all your conversations — click New Chat to start another, switch between them freely, and rename any thread with the pencil icon.