Manage your business details, fees, and AI behavior rules.
This is the name your AI agent will use when answering the phone.
Configures AI vocabulary, emergency triage logic, and water shutoff safety protocols.
Send this private link to the contractor. They can listen to recordings and view leads with 0 logins or passwords.
The standard diagnostic fee quoted to customers before sending a technician.
Select the voice profile your AI assistant will use when speaking to customers.
Friendly, professional, and comforting tone.
Playful, bright, and warm conversational tone.
Realistic, comforting, and clear Southern accent.
Charming, natural, and down-to-earth tone.
Calibrated specifically for residential HVAC telephony to eliminate dead air and maximize booking conversions.
The AI Voice Agent validates caller postal codes and counties against this list during live calls. Non-serviced callers are politely notified to protect estimator drive-time.
Comma-separated keywords. If the AI detects these in the conversation, the lead will instantly be flagged with a high-priority red alert.
Warm Escalation: The AI Voice Agent will live-transfer active calls directly to this number when a customer requests a technician/human or reports active crises (water pouring through ceiling, extreme freeze risks). Instant SMS alerts with portal links are also dispatched.
Automatically text callers who hang up without scheduling an estimator visit.
Automated Monday summary proving hard dollars preserved to eliminate retainer churn.
Average revenue per booked contractor service/installation job. Used to quantify total pipeline dollars preserved each week.
The phone number that will receive the automated Monday 8:00 AM performance text summary.
When the field technician marks a job "Won" in the mobile truck portal, an automated review SMS is sent to the customer with your review link.
Direct Google Maps review URL. If provided, the SMS automatically includes this direct link to capture instant 5-star feedback.
Incoming AI leads will automatically be POSTed to this webhook so you can sync them into ServiceTitan, Housecall Pro, Jobber, or Slack.