Installation & technical trades
AI receptionist & agentic automation for HVAC installers
One cold night and you have forty callers for five slots. The agent takes them all simultaneously, puts the urgent ones first and the rest on a proper waiting list.
Sound familiar?
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The first frost of the year brings in more callers than you can handle in a week.
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Booking annual services costs you half a day of calls that generate nothing new.
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A heat pump enquiry takes twenty questions before you can give any indication.
What the agent does
From missed call to booked job
Answer and establish urgency
The agent takes unlimited simultaneous calls and asks what you need in order to prioritise: no heat at all, no hot water, an error code on the display, or just an odd noise. No heat in freezing weather with a vulnerable household goes to the front.
Appointment in your calendar
Servicing and annual checks are scheduled into the quiet weeks of your calendar, with a reminder sent to the customer shortly before.
Summary on WhatsApp
Each report reaches you as a summary with make, model, year, error code and last service date, so you know which part to bring.
Every caller recorded
Heat pump and retrofit enquiries are fully qualified — property type, year, insulation, current boiler, budget — and stored as a lead for your advisory call.
Answers from your knowledge base
Questions about grants, lead times, service contracts and current waiting times are answered from your own knowledge base, reflecting the real state of your schedule.
Advantages
Peaks stop being lost revenue
During a frost or a breakdown wave, a phone with hold music loses half its callers. The agent loses none, because there is no queue.
Vulnerable households get priority
You can have the agent ask whether there are young children, elderly or ill people in the house and weight urgency accordingly — more consistent than a receptionist under pressure.
Servicing fills your quiet weeks
The agent does not only answer — it actively books annual services into the weeks where your schedule still has room.
Better enquiries for the big jobs
A heat pump lead with property type, insulation level and budget is worth a conversation. Without those, it is an hour of your time.
Drawbacks and limits
We list the drawbacks because otherwise you discover them after buying. Each one comes with how we handle it.
Error codes read aloud are not always right
A caller misreading a display sends you out with the wrong part. That is why the agent asks for a photo of the display rather than trusting the call alone.
Angry callers after a long wait
Someone who has been cold for two days does not want an assistant. The agent detects escalation in tone and transfers, but that does not fix the underlying wait.
Your schedule has to be current
The agent books against what your calendar says. If you still run a paper plan alongside a digital one, that has to be sorted first — and that is real work.
Frequently asked questions
Can the agent handle a hundred callers during a peak?
Yes. There is no queue and no busy tone; every call runs alongside the others. The constraint is your own schedule, not the number of lines — and the agent tells callers honestly what the first realistic slot is.
Can the agent proactively book service contracts?
Yes, outbound calls and messages are supported. You indicate which customers are due and which weeks have room; the agent proposes slots and books confirmed appointments into your calendar.
How does the agent handle questions about grants?
Only on the basis of what you put in the knowledge base. Grant schemes change; the agent invents no figures and refers to an advisory call when unsure.
Can I change the urgency criteria myself?
Yes, it is a setting rather than a custom project. You adjust the questions and thresholds in the dashboard and the agent applies them from the next call onwards.
Also relevant
Plumbers
Triage emergencies, book jobs and capture every caller while you are on site.
Solar installers
Qualify enquiries in full, book surveys and keep service complaints out of your sales flow.
Electricians
Separate fault reports from schedulable work, and capture every request in full.
Ready to stop missing callers?
Tell us how your phone runs today and we will show you in a demo what the agent does in your situation.