AI Agent Intake Form
Tell us about your business so we can design an AI agent that answers calls, responds to messages,
gives real-time pricing, explains parts and labor, books on your calendar, sends reminders, and
helps your customers 24/7 — even when you’re on a ladder or under a sink.
What An AI Agent Can Do For Your Business
Customer Calls & Questions
- Answer calls after-hours, during peak times, or when you can’t pick up.
- Handle common questions: pricing, availability, warranties, install options, and more.
- Explain materials vs. labor cost breakdown for installs (e.g., water heaters, HVAC, plumbing, roofing, etc.).
- Provide basic quotes or estimate ranges based on your pricing rules.
- Capture caller details: name, address, email, phone, and job type.
- Collect photos or videos (when available) to better understand the job before you arrive.
Scheduling, Payments & Follow-Up
- Book jobs directly onto your calendar (preferred days/times, service windows).
- Send SMS/email confirmations to the customer on booking.
- Notify you (owner/office) instantly by text or email about new bookings or hot leads.
- Optionally send payment links or deposit requests through your payment processor (Stripe, PayPal, etc., depending on setup).
- Send reminder texts before the appointment (to customer and owner/tech).
- Send follow-up messages after the job to request reviews or feedback.
Messaging & Omni-Channel Support
- Reply to website chat, SMS, Facebook messages, and email from one unified AI assistant.
- Qualify leads by asking key questions (problem, urgency, location, budget).
- Route complex issues to you or your team with a summary of the conversation.
- Log every conversation so you can see exactly what was said and promised.
- Handle basic email replies, confirm appointments, and answer “status update” questions.
Back-End & Office Support
- Read incoming emails (for example, insurance or contractor estimates) and summarize the important details.
- Compare two or more estimates and highlight line-item differences (labor hours, materials, missing items, etc.).
- Generate a clean summary you can send to customers that explains where quotes differ and why.
- Fill in CRM or spreadsheet fields with customer data, job details, and follow-up notes.
- Organize leads by status (new, scheduled, follow-up, closed) and remind you who needs a callback.
How This Improves Your Operation
For Your Team
- Fewer interruptions, more focused work time on actual installs and service.
- Less time spent answering repetitive questions on the phone.
- Clear job notes before you arrive: what’s wrong, what’s needed, and what the customer expects.
- Reduced no-shows with automated reminders and confirmations.
- Consistent intake process so every job starts with the right information.
For Your Customers
- Immediate answers 24/7 — no voicemail black hole.
- Transparent pricing and expectations for materials and labor.
- Simple booking process: “Call, answer a few questions, and they’re scheduled.”
- Confidence in your professionalism from the very first interaction.
- Clear communication from first contact through job completion and follow-up.