Let’s face it: contractors and home service professionals are busy running their businesses. Between managing jobs, serving customers, and handling daily operations, calls go unanswered and messages get buried. The result? Missed leads and lost revenue. When you don’t respond to customers by phone or message, you’re missing opportunities to win new business.
Did you know?
- Fewer than 3% of callers leave a voicemail.
- Consumers increasingly prefer messaging as a convenient alternative to phone calls.
What are AI Chatbots & Voice Agents?
Both AI chatbots and voice agents serve a similar purpose, they just interact with customers in different ways.
AI Chatbots are widgets that live on your website and serve as an “instant messenger” service for website visitors. These chatbots can answer questions, book appointments, capture lead data and provide valuable information about your company to website visitors.
AI Voice Agents communicate to customers through a natural sounding voice when a customer calls your business. They can answer incoming calls to answer questions, book appointments and capture lead data.
How do you train them on my home service business?
No matter the type of home service business (HVAC, Plumbing, Lawn Care, Foundation Repair, etc.) the process of training your agents are the same.
Website Crawl: First, your agents will crawl your website to read about your services, products you install, service area, company information, and other important information. The better your website, the more knowledge it can provide to your agent.
FAQ Database + Knowledge Base: Both AI Chatbots and AI Voice Agents can use a centralized database of frequently asked questions and answers. This way, if a customer asks one of those questions, your agent will know exactly how to answer. It can even understand how to answer a question if a similar question is asked. You can continue to add questions and answers as you see chats and voice conversations in your dashboard. Plus, you can upload other documents or files into your knowledge base to further train your AI agents.
Can I test the AI agents before launch?
Before launch, we thoroughly test your AI agent to make sure it’s ready to handle real customer conversations. We evaluate it across 8 key performance areas and test it with 15 different types of customers and real-world scenarios to help ensure it responds accurately and professionally.
You can also test the agents prior to going live. Through your agent dashboard, you can interact with your chatbot and call your voice agent to fully test until you are ready to launch.
How do I control what my AI Agent says?
Your agents will have guardrails in place to ensure conversations stay positive with customers. Our team is here to help you set up your agents. Here are examples of guardrails we can set up for your agents:
Pricing and Estimates
Don’t invent prices, guarantee a quote, or promise a repair will cost a certain amount unless the business has explicitly approved that pricing. (Example: “Our technician will assess the issue and provide an estimate before work begins.”)
Appointment Availability
Never promise a technician will arrive at a specific time unless the schedule confirms it. Don’t guarantee same-day or emergency service without authorization. (Example: “I can request a service appointment, and our team will confirm availability.”)
Recognize potentially dangerous situations involving gas leaks, electrical hazards, fires, carbon monoxide, or other urgent threats. Follow approved emergency instructions rather than attempting to diagnose the situation. (Example: Direct callers facing immediate danger to emergency services or the appropriate utility emergency line, following the business’s safety protocol.)
Don’t confidently diagnose a complicated problem, recommend potentially dangerous DIY repairs, or claim a repair will definitely solve the issue. Gather details and arrange an appropriate follow-up instead.
Warranties, Guarantees, and Refunds
Don’t promise warranty coverage, free repairs, refunds, discounts, or satisfaction guarantees beyond the company’s actual policies.
Customer Complaints and Difficult Conversations
Recognize when a customer is angry, reports property damage, disputes an invoice, or raises a legal concern. Stay professional, avoid admitting fault or assigning blame, and escalate the issue to a person.
Define exactly when the AI should stop trying to resolve an issue and transfer the conversation or arrange a callback for example, when a question is outside its knowledge, a customer requests a human, or a situation requires judgment or authorization.
How do I get started with an AI Agent?
Getting started is easy. Learn more about our AI Agent pricing or contact us to get started.