What each agent actually does in your shop.
Six agents, each plugging a specific leak in your funnel. Here's what they do — top of the funnel to bottom, in plain English.
Every call gets answered live — even after-hours.
An AI voice receptionist picks up every inbound call within three rings, day or night. It greets the caller in your shop's name, asks the three questions that qualify the lead (service or replacement, urgency, address), and hands the booking to your dispatcher. Bilingual English and Spanish are built in — the agent detects the caller's language on connect and answers accordingly. After-hours emergencies and overflow that currently roll to voicemail get captured live. Voice-only by design — under A2P 10DLC consent rules, the Receptionist does not send outbound SMS to callers.
A 30-second text-back on every form submission.
Every contact-form submission triggers a sub-30-second text from your shop's number — "Got your message about the AC, what's the address?" Research shows responding in under a minute roughly doubles form-to-booked conversion versus waiting 30+ minutes. The agent handles the back-and-forth until the lead is qualified, then hands off to your dispatcher.
A trained chatbot that books from your site.
A chatbot lives on your website, trained on your services, your service area, your pricing book, and your scheduling logic. Visitors who would have bounced get a real conversation — "Do you do tankless installs in 30342?" "What's a typical price for a 3-ton heat pump?" — and the qualified ones get booked or routed to your dispatcher the same way a form submission would.
Cold estimates get a structured chase, not silence.
When a quote goes quiet past day three, the agent runs a three-touch sequence — text, then phone outreach, then email — to surface what's holding the customer back and pull them across the line. It reads the live estimate status, so customers who already booked or closed don't get pestered. The cold ones that would have died in your CRM get one more shot.
A review ask sent the moment a job closes.
The minute a job is marked complete in your CRM, the agent sends the customer a personal-feeling review request — text or email, your call during onboarding. Customers who reply unhappy get intercepted before they leave a public negative review, so you can fix the issue. Happy customers get funneled straight to your Google profile.
Old customers come back without you lifting a finger.
The agent pulls every customer who hasn't called you in 18+ months and runs a tested reactivation campaign — seasonal tune-up offers, equipment-aging reminders, plan upgrades. Bookings flow back into your normal dispatch. For most shops with 5,000+ customers in the CRM, this is the highest-margin pipeline in the business because the acquisition cost is already paid.
Each agent connects to whatever you already run — your phone system, your CRM, your FSM. We configure the handoff during install. Your team keeps its workflow, and you don't change any software.
Take a 4-truck residential HVAC shop in peak summer. Phones ring through to voicemail after 4pm. The crew is running R-410A swaps and condenser replacements all day, so callbacks slide into the next morning. Owner thinks he's losing maybe $3K/month in after-hours leads. Run the diagnostic and the math usually lands closer to $10K-$12K/month once you count the trip fees that never got booked and the PMA renewals that quietly aged out. The install path: forward the existing line to the Receptionist, keep the ServiceTitan instance as-is, dispatcher gets SMS notifications for every booking. No software swap. Two-week install.
Want to see which agents fit your shop?
Run the free diagnostic if you want the math first — it names the two or three agents that pay back fastest for your shop. Book a 20-minute scoping call if you'd rather walk it through live.