Open estimates should not wait for someone to remember.
Use Galileo to prepare a focused follow-up queue from connected estimate records, then keep customer outreach within the review process your office chooses.
Review Galileo’s estimate follow-up answer in the mobile app.
Follow the work
The sales queue is full, but the team does not know where to start
Create a Galileo skill that reviews unsold estimates by value, status, and last follow-up. Have it prepare the manager’s queue and proposed outreach, then require review before a customer-facing message or appointment change. The team starts with the most relevant records and retains control of the conversation.
Open estimates deserve attention even when you are away from the office. Ask Galileo which unsold estimates have the highest value, then review the answer from the Nexus mobile app before deciding which customer conversation should happen next.
In this demo, Leo returns five unsold estimates totaling $12,455. The response lists the estimate references and customers, explains the open pipeline, and separates sold or dismissed work from the opportunities still being considered. That context makes the list more useful than a single total.
Use the answer to choose the records to review with the team. Check the scope and the next follow-up before contacting the customer. Galileo brings the information into the conversation while your staff keeps the final decision in hand.
Ask about the business while you are away from a desk. The Nexus mobile app brings Galileo into the same place the team uses for field work, with a conversation that starts from the question you actually need answered.
Here, the request is simple: which unsold estimates have the highest value right now? That is a practical starting point for deciding where to focus follow-up. It gives Galileo a clear record type, a status to consider, and a way to prioritize the response.
This screen captures the question while the answer is still being prepared. Continue the conversation to review the returned estimates and ask for more detail before deciding what to do next. Staff access and the configured approval policy still govern the work Galileo can help carry out.
Ask Galileo a specific business question from your phone.
The recurring process
Save the review process once the office trusts it.
A reviewed Galileo skill can give the follow-up routine a clear description, status, and schedule instead of rebuilding the same request every morning.
Save a specific review task with its own description, schedule, and status.View full size ↗
Take a closer look
The details behind the workflow.
Can Galileo help an office find and prepare follow-up for unsold estimates?
Galileo can investigate connected estimate records and help the office prioritize the follow-up queue. Build a reviewed skill around the records, timing, and approval boundary your team wants, then keep the customer-facing communication and next appointment in the same Nexus workflow.
Galileo tasks and approvalsGive Galileo a task with the access and review policy you choose+
Can AI do useful work in Nexus while I control what it can change?
Galileo works with Nexus records using the staff-role permissions you assign. Choose how it asks for approval, give it a specific task, and follow the proposed actions and completed work in its workspace.
01
Set up the staff role
Choose the Nexus staff role Galileo will use. Select the business areas and actions it can access, such as reading job information, adding a note, or changing an appointment.
02
Choose an approval policy
Select Always Ask, Accept Reversible Edits, or Autopilot Within Allowed Permissions. The policy changes how eligible actions are approved; it does not remove the boundaries of the selected role.
03
Describe the job you need done
Identify the customer, job, appointment, or document and describe the outcome. For example, ask Galileo to create an estimate, reschedule an appointment, update invoice details, or add a job note.
04
Resolve questions before the action
If Galileo needs more information, respond in the task conversation. Confirm which record or schedule change you mean rather than asking it to guess between similar customers or jobs.
05
Review a proposed action when prompted
The approval card explains why confirmation is needed and shows the proposed command with its available details. Approve it to continue or deny it when the proposed change is not what you intended.
06
Follow the work and its review state
Use Work to inspect plans, pending approvals, and completed actions. Open the task conversation when you need to clarify, correct, or stop the request. The activity remains available for the staff member reviewing the result.
07
Review and activate a reusable skill
Ask Galileo to turn a repeated procedure into a skill. Review its instructions, allowed tools, and manual, event, or scheduled trigger. Activate the reviewed skill when ready, run it when needed, and pause it when the process should stop.
08
Maintain the schedule and operating rules
For scheduled skills, review the next run and time zone and edit supported daily, weekday, or weekly timing. The Rules area shows proposed operating choices and their scope; confirm a rule, disable it, or ask Galileo to revise it before relying on that choice again.
Permission follows the staff role
The assigned staff role determines what Galileo can view and change. Updating that role’s Galileo permissions changes access for everyone assigned to the role.
Approval is visible in the conversation
The approval card shows the reason confirmation is needed and the proposed action details. Approve the action to continue or deny it and explain the change you want.
Autopilot keeps the same access boundaries
Autopilot uses the actions allowed by the assigned role. Payments, refunds, credentials, and tenant administration remain outside Galileo’s access.
Use voice within the same task conversation
Open a Galileo conversation and start voice when the account supports it. Allow microphone access, speak the request, and continue clarifications or corrections in that thread. Voice can submit or steer a task, while the same permission and approval controls govern the actual Nexus actions.
A few more answers
Questions about this workflow
Get clear on the steps, the customer’s view, and the setup your team will need.
Can Galileo decide which estimate a customer should buy?
It can organize the available record context and prepare follow-up, but the team should make the sales judgment and confirm any customer-facing action within the configured approval policy.
Can this run every day?
A reviewed Galileo skill can have a daily, weekday, or weekly schedule when the account has the required autonomy access and usage allowance. Check the time zone and next run before activation.
Can Galileo take actions, or does it only answer questions?
Galileo can work with the Nexus records and commands allowed by its assigned staff role. It can also surface information and propose the next action. The configured role and approval policy determine what can proceed.
Can I make Galileo run without checking every action?
You choose the approval policy and the role permissions. Reviewed skills can run manually, from supported events, or on a schedule when the account has the needed autonomy access and usage allowance. Payments, refunds, credentials, and tenant administration remain outside Galileo access.
Can I require approval for changes?
Yes. Always Ask is one available policy. Other modes allow reversible work or eligible actions within the assigned permissions, depending on the configuration.
An appointment action can change its date, times, arrival window, technicians, or duration, with the parent job schedule kept in step. Staff access and the selected approval mode determine which actions can run.
Can it create actual records, or only answer questions?
It can create jobs and estimates and add notes, as well as help interpret records. The selected staff role determines which actions it can use.
Does Autopilot mean it can charge customers or issue refunds?
No. Payments, refunds, credentials, and tenant administration remain outside Galileo’s access in every approval mode.
Your team. Your workflow.
See your business in Nexus.
Bring a job your team knows well. We’ll walk through the scheduling, field work, documents, and billing that matter to your business.
