Customer Intake & CRM
Automatic customer data extraction
Pull names, addresses, and job details straight from conversations so your team stops retyping what the customer already said.
Overview
Customers tell you their address, the problem, and when they're home, and your team types it all in by hand, with typos and missed details. Thorbis is building extraction that reads the conversation and fills in the customer and job fields for you. You'll review and confirm instead of transcribe, so records are more accurate and your front office spends less time on data entry.
What we're building
Customers tell you their address, the problem, and when they are home, and your front office types it all in by hand, with the typos and missed details that come with rushing. That manual transcription slows down intake and leaves records you cannot fully trust.
Thorbis is building extraction that reads the conversation and fills in the customer and job fields for you. Instead of transcribing, your team reviews and confirms what was pulled, names, addresses, and job scope, so records start more accurate and complete. It is built for front-office staff who would rather check a few fields than retype everything a customer already said.
What you'll be able to do
- Extract names, addresses, and job scope from conversations
- Auto-fill customer and job fields for review
- Reduce typos from manual transcription
- Confirm details instead of retyping them
- Speed up record creation at intake
- Start jobs with more complete customer records
- Cut front-office time spent on data entry
Rollout plan
- 01
Field extraction
In progressPull names, addresses, and job scope from a conversation into draft fields.
- 02
Review and confirm
In progressAuto-filled customer and job fields surface for a quick confirm instead of retyping.
- 03
Cleaner records at intake
In progressExtraction covers more detail so records start more complete and accurate.
Milestones
- Not started:
Conversation parsing
Read names, addresses, and job details from a conversation.
- Not started:
Field mapping
Map extracted details to customer and job fields.
- Not started:
Review step
Present auto-filled fields for confirmation before save.
- Not started:
Accuracy pass
Reduce typos and missed details versus manual entry.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.