The Coworking spaces pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Coworking spaces page.

Coworking spaces — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Seat type wanted (hot desk, dedicated desk, office) and headcountMove-in date and term wantedMonthly rate quoted from the rate cardTour bookedMeeting rooms, parking and 24-hour access asked aboutConfirmation text sent

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Coworking spaces.

Inquiry→Tour booked→Tour and availability check→Agreement→Move-in
PipelinePipelineInquiry4Tour book3Tour and 2Agreement1Move-in1

What it will not do

Not a setting you switch on and off. These are blocked when the Coworking spaces answering is built; anything that touches them goes to a person instead of being answered.

  • It never calls an office available before it has been checked.Vacancy is something the manager confirms on the day. The AI books the tour and leaves the empty office to be shown in person.
  • It never invents a discount.Long-term discounts and deposit adjustments are the manager’s authority. It quotes the rate card and passes any haggling to a person.
  • It never settles contract terms on the phone.Move-in date, term and deposit are decided in the agreement. The AI records what the caller wants and promises none of it.
  • It never talks about other members.Which company sits in which office, and how many of them there are, belongs to those members. Asked, it declines and returns to the booking.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.