Run the businessNew
Meet Edgy.
Ask your business a question. Get the answer, with the numbers behind it. One click from every page in WindowEdge.
- Meet Edgy.
- Every feed. One conversation.
- Ask it out loud.
- It shows its work.
- At your desk or on the road.
- Ready when you are.
What an answer looks like
A question in plain English. A scoreboard in seconds.
Edgy sits one click away from every console page. Ask how the reps did, what needs attention, or what is going on with a customer. It reads the actual records, shows you what it read, and gives you the next step.
Ask Edgy
Your threads only · Northwest Window Co.
Reading
- Calendar, Aug 1 to 31
- Quotes and proposals
- Invoices and payments
- Rep assignments
Four reps ran appointments in August. Pat closed at the highest rate. Jamie ran the fewest and closed a quarter of them.
Appointments run
86
Close rate
41%
Avg. sold ticket
$11,940
| Rep | Sits | Closed | Rate |
|---|---|---|---|
| Pat SullivanTop | 24 | 12 | 50% |
| Maria Ortiz | 22 | 10 | 45% |
| Devon Reed | 21 | 8 | 38% |
| Jamie Lee | 19 | 5 | 26% |
Grounded in 86 calendar events, 61 quotes, 35 invoices. Aug 1 to Aug 31.
It reads the whole business, not a dashboard
Because WindowEdge already holds the calls, the calendar, the quotes and the invoices, Edgy can answer questions that span all of them.
Calls and texts
Every inbound and outbound call, every SMS thread, with the transcripts and outcomes attached.
Web chat
Website conversations, who they were with, and whether they turned into an appointment.
Calendar
Appointments run, by rep, by day, by outcome. Who sat, who no-showed, who rescheduled.
Quotes and projects
Proposals sent, signed and lost, and where every sold job sits on the project rail.
Invoices and payments
What has been billed, what has been paid, and what is sitting past due.
Marketing, surveys and tasks
Spend by channel, post-install survey answers, and the tasks assigned to your team.
Answers you can act on, not paragraphs
Edgy picks the right shape for the answer. A month of rep performance comes back as a scoreboard. A customer comes back as a timeline. Anything with a next step comes with the button to take it.
- KPI tiles. The headline numbers up top, so the answer is readable at a glance.
- Charts. Trends over a month or a quarter, drawn from the records Edgy just read.
- Sortable tables. A rep scoreboard or a list of overdue invoices you can sort by any column.
- Contact timelines. Ask about a customer by name and get her calls, texts, appointments and quotes in order.
- One-click follow-ups. Text the customer, assign the task, or open the project straight from the answer.
Questions dealers ask
“How did our reps compare in August?”
A rep scoreboard: sits, closes and close rate per rep, sortable.
“What needs my attention today?”
Flagged conversations, overdue invoices and past-due tasks in one answer.
“What is going on with Dana Whitfield?”
Her full timeline: calls, texts, the appointment, the quote, the payment.
“Which channel booked the most estimates last month?”
Appointments by lead source, with spend beside each one.
An assistant that shows its work
Every number is grounded
Edgy only reports what it actually read. A footer under each answer names the records behind it, so you can check the work.
You watch it read
A live progress checklist shows which sources Edgy is reading while it works. No black box, no waiting on a spinner.
Your threads are yours
Each person on the team sees only their own conversations with Edgy. The owner and the office manager can ask very different questions.
Questions dealers ask about Edgy
What is Ask Edgy?
Ask Edgy is an AI business chat built into the WindowEdge dealer console. You ask a question about your window and door business in plain English, and Edgy reads your calls, texts, web chat, calendar, quotes, projects, invoices, marketing spend, surveys and tasks to answer it, with the numbers behind the answer.
Where do I find it?
Edgy is one click away from every page in the console, and it is on your phone with push-to-talk, so you can ask a question from the truck between appointments.
How do I know the numbers are right?
Every answer is grounded in the records Edgy actually read, and a footer under the answer names those records. While it works, a live checklist shows exactly which sources it is reading.
What does an answer look like?
Depending on the question, Edgy renders KPI tiles, charts, sortable tables, a contact timeline, or a list of one-click follow-ups such as sending a text or assigning a task.
Can my whole team use it?
Yes. Each person sees only their own threads. A rep can ask about their own pipeline, the office manager can ask about overdue invoices, and the owner can ask how the reps compared, without seeing each other's conversations.
Does Edgy replace my reports?
It replaces the digging. The dashboards and reports are still there, but most questions are faster to ask than to build a filter for, and Edgy can hand you the follow-up action in the same answer.
Bring a question. We will ask Edgy live.
A 20-minute demo on a sample dealer. Ask the question you wish your reports could answer.
Built by dealers. 30+ years in the trade.