Crew Desk: Stay with people, not paperwork.
Front desk for phone, appointments, bill chases, and account requests — you only approve. Nothing books, sends, or charges without your tap.
Runs in your own accounts: about $30/mo for Grok Bot (Premium) + optional ~$45–70/mo for AI phone (Quo + Sona) paid directly to those vendors. Zero markup; you own the logins, OAuth connections, and keys. (Already have Grok Bot Premium+ or skip the phone line? Your incremental vendor floor is $0–$30/mo.)
US texting & 10DLC timing: US carriers require A2P 10DLC vetting (1–7+ business days, ~$19.50 one-time at Quo) before any outbound business texts can send. Your desk starts email-first on Day 1 and turns on SMS once carrier vetting clears.
One desk bot. Four front-desk jobs. One morning pack.
Instead of juggling an answering service, an inbox drafter, and Friday-night invoice chasing, your desk prepares everything into a single 7:45 AM weekday pack. You reply approve 1,3 and get back to work.
1. Phone & Message Intake
Quo + Sona (or voicemail-to-inbox) answers 24/7, qualifies callers, and logs transcripts. Only standing auto-send: one optional after-hours “got your message” text (once 10DLC clears).
2. Appointment Holds
Checks your Google or Outlook Calendar rules, places a private tentative hold, and queues the confirmation reply for your yes. Re-checks for double-books before confirming.
3. Overdue Bill Chases
Reads open A/R directly from Stripe, QuickBooks Online, or Xero. Matches contacts strictly and queues polite step-by-step payment reminders with your existing pay link.
4. Account Requests
Handles “where is my invoice?”, plan changes, reschedules, and address updates—gathering the source facts first so you approve a verified reply in seconds.
CREW DESK · Weekday 7:45 AM · 4 items URGENT 1. [CALL] Dana R. wants Fri 2pm service → HOLD placed Fri 2:00–3:00. Send confirm? 2. [DISPUTE] Reply on INV-1042 questioning scope → Chase paused. Human review only. BILLING · $2,850 overdue across 3 invoices (matches A/R ✓) 3. INV-1031 Acme Co · $1,200 · 14d late · polite reminder + pay link [draft] ACCOUNT 4. Lee M. "move Tuesday slot to Thursday" → slot free Thu 10am + reply [draft] Reply: approve 1,3,4 · edit 3: <note> · skip 2 · pause desk
How setup works (no back-and-forth calls required)
- Checkout below — locks in your spot (pilot capped at 25 desks) and takes you straight to your onboarding checklist.
- Import the Crew Desk template into your own Grok Bot account (Premium $30/mo+).
- Connect your tools via OAuth — Gmail or Outlook, Calendar, Stripe/QBO/Xero, and Quo (or start message-first). Never share passwords in chat.
- Review a 7-day read-only dry run — see a real pack built from your last week before anything goes live.
- Clear your weekday 7:45 AM pack in 5–10 minutes. Silence always defaults to doing nothing.
Simple, upfront pricing
Cancel within 48 hours of payment (before onboarding begins) for a full refund. Tool subscriptions belong to you directly.
Crew Desk Setup
Complete self-owned front desk wired to your inbox, calendar, billing, and phone path.
- Crew Desk bot template in your Grok Bot account
- OAuth wiring: Gmail/Outlook + Calendar + Stripe/QBO/Xero
- Quo + Sona phone setup guide (or message-first day 1)
- Custom 1-page front-desk & escalation playbook
- 7-day read-only dry run + weekday 7:45 AM pack routines
- Stuck-setup QA backup if anything snags
Crew Desk Ops Pilot
10 weekdays of monitored desk operations, playbook tuning, and reconciliation checks while you approve.
- Weekday 7:45 AM packs + midday urgent sweeps
- You stay the sole approver (~5–10 min/day)
- Daily connector health & A/R reconciliation monitoring
- Prompt & matching tune-ups across your first 2 weeks
- Optional ≤5 social drafts/week in Buffer from desk wins
- Day-14 clean handoff (keep running solo or extend)
Who Crew Desk is NOT for in v1
We keep v1 strict so every desk stays accurate and safe:
- Excluded industries: Medical, dental, therapy, or HIPAA-covered clinical workflows; law firm legal intake; third-party debt collectors.
- Unsupervised “auto-send” seekers: If you want an AI emailing quotes, negotiating bills, or booking clients with zero human approval, do not buy Crew Desk.
- “$497 all-in forever” shoppers: Your desk runs on your own Grok Bot (~$30/mo) and optional Quo phone (~$45–70/mo) accounts so we never hold your keys or mark up your usage.