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.
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.
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.