Vertical Use Cases
Explore how we build specific, deterministic conversational pathways for trade companies and real estate brokerages to stop lead leaks and drive bookings.
24/7 Diagnostics Intake & Dispatch Agent
Answering emergency breakdowns, diagnostics triage, and booking direct jobs into ServiceTitan.
During peak seasons (summer heatwaves or winter freezes), HVAC teams are flooded with calls. Missed calls go straight to competitors. Our HVAC receptionist answers instantly, classifies standard vs. emergency calls, runs basic diagnostic checklists, and schedules repairs directly into the technician's queue.
Inbound Call
Customer calls during after-hours with a furnace blowout.
Diagnostic Check
AI agent asks system type, age, error codes, and home size.
Schedule Sync
Checks dispatch capacity in ServiceTitan in real-time.
Confirm Booking
Writes dispatch job, books technician, and SMS-confirms details.
Storm-Event Lead Response Dispatcher
Instantly qualifying and booking emergency inspection jobs during severe weather events.
After hailstorms or heavy winds, roofing firms get hundreds of leads from directories and local ads. The first company to call back wins the project. Our Roofing Dispatcher makes proactive outbound text/calls to incoming quote request forms in 60 seconds, scheduling inspections immediately before they call competitor listings.
Storm Lead Submission
Hail storm hits. Lead fills out a Facebook or Google quote form.
Immediate Outbound
AI agent triggers outbound call/text sequence in under 60 seconds.
Triage & Screen
Confirms owner status, leak location, and insurance status.
Calendar Booking
Schedules inspection on calendar; routes contact profile to CRM.
Utility Bill Screener & Design Scheduler
Qualifying solar prospects by screening bill costs, home shading, and booking consultations.
Solar lead generation produces high volumes of low-intent leads. Human reps spend hours filtering junk. Our solar agent screeners verify monthly utility bills, check home ownership, analyze shading objections, and book qualified consultations for field reps.
Lead Ingest
Solar ad click. System triggers immediate SMS interaction.
Utility Verification
AI agent prompts client for average bill cost and home orientation.
Check Qualifications
Filters out renters, low utility bills (<$150/mo), and heavily shaded lots.
Close Consultation
Passes lead info to CRM, books home energy assessment consultant.
Zillow / Realtor Lead Fast-Response Qualifier
Capturing Realtor.com and Zillow inquiries instantly, pre-qualifying, and routing to agents.
Real estate portals sell the same lead to multiple agents. The agent who responds first gets the relationship. Chloe, our Realtor assistant, makes automatic outbound phone callbacks and SMS prompts inside 60 seconds of any portal submission, qualifying pre-approval, timeline, and budget.
Portal Ping
Lead submits inquiry on Zillow or Realtor.com.
Immediate Ring
AI agent rings the buyer/seller instantly with personalized context.
Prequalify Screening
Asks about buyer agent status, pre-approval status, and buying timeframe.
Agent Hand-off
Routes prospect profile to Follow Up Boss and sets up active live agent call.