Preventing an HVAC Company From Losing New Clients Each Day

Demo

System Demo: Live & Explained

Probelm

Missed calls, especially during peak/after hours or emergencies, resulted in lost business. Dispatchers wasted time on routine inquiries, while urgent service requests sometimes fell through the cracks due to human limitations.

Solution

An AI Voice Agent, built to act as an automated first point of contact. Its goal is to show how technology can directly address these common problems.

  1. Answers Every Call: The AI agent provides 24/7 instant answer capability, ensuring no call goes to voicemail.

  2. Qualifies & Triages: Using conversational AI, it intelligently screens calls to understand urgency (e.g., “no heat” vs. “annual tune-up”).

  3. Integrates Seamlessly: The demo showcases integration with key tools for handling the call, check real-time technician availability, add new customer details automatically, and send confirmation emails and notify dispatchers.

  4. Books Appointments: It can schedule appointments directly into the calendar based on real-time availability.

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