Is adaptlive built for enterprise phone rooms?

No. adaptlive is built for small businesses and service teams that rely on phone calls, including contractors, property managers, auto shops, law firms, medical offices, and funeral homes.

Can adaptlive work with my current phone system?

Yes. Bridge mode lets a business forward calls from its current phone system to adaptlive while keeping familiar phones, numbers, and habits in place.

Can adaptlive provide phone service?

Yes. Complete mode includes the phone layer, SMS, direct team numbers, app calling, call recording, transcription, and follow-up workflows in adaptlive.

All work types

Funeral ServicesCase

Funeral Home — At-Need Inquiry

Inbound at-need call. Tone-first workflow that confirms pronouncement and transfer logistics before any pricing discussion.

11field definitions

4surface rules

3guardrail signals

4wrap-up checks

When this runs

classifies this work type when the caller says things like:

“my mother passed”

“my father died”

“just passed”

“funeral arrangements”

“cremation”

“burial”

“viewing”

“hospice called”

“coroner”

“she's gone”

“he's gone”

How the call goes

4 surface rules tied to missing field definitions. Urgent first.

Gently ask if a hospice nurse or physician has pronounced — if not at home with hospice, may need to advise calling 911 or hospice first.

urgent

Field: Death pronounced by hospice / physician

Ask where the body is now — drives transfer logistics.

urgent

Field: Where the body is now

Ask if they have pre-need or pre-arrangement paperwork with us or another home.

important

Field: Pre-need / pre-arrangement paperwork on file

Ask about any religious or cultural observances — e.g. Jewish burial timing, Muslim ghusl.

important

Field: Religious or cultural observance

Extracted without a dedicated prompt

extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.

Caller nameRelationship to decedentCallback numberDecedent full legal namePlace of death (home / hospital / hospice / coroner)Cremation or burial preferenceVeteran status (military honors)

Guardrail signals

If staff says anything matching one of these examples, an urgent warning surface is created.

Quote final pricing before arrangement meeting and GPL review.

Pressure the family on packages or upgrades.

Promise a service date before staff and clergy availability are checked.

When the call ends

Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.

Wrap-up checklist

Confirm callback number
Schedule arrangement meeting
Explain transfer steps
Express condolences

Then creates a case with:

Caller name
Relationship to decedent
Callback number
Decedent full legal name
Place of death (home / hospital / hospice / coroner)
Death pronounced by hospice / physician
Pre-need / pre-arrangement paperwork on file
Cremation or burial preference
Religious or cultural observance
Veteran status (military honors)
Where the body is now

Ready to put this work type to work?

Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.

Accounting / Bookkeeping — New Client Intake Pre-Need / Pre-Planning Consultation