Home Services Demonstration

See an AI Employee Handle a Real Lead

Follow a roofing inquiry from missed call to booked inspection. This is a demonstration workflow, not a client result.

Roofing lead: missed-call recovery

Example workflow. Actual implementation varies by client, tools, and approval rules.

Demonstration

1
Customer calls
A homeowner calls the roofing company after noticing signs of a leak.
2
Call is missed
The team is on a job and cannot answer.
3
AI sends a text
"Hi, this is Ridgeline Roofing. Sorry we missed your call. How can we help?"
4
Customer responds
"I think my roof is leaking."
5
AI asks approved qualification questions
Is the leak currently active? What city are you located in? Is this a residential or commercial property?
6
AI checks available appointment times
The workflow reads approved inspection times from the connected calendar.
7
Customer selects a time
The customer chooses Tuesday at 10:00 AM.
8
Appointment is booked
The calendar event and confirmation are created.
9
CRM is updated
Contact details, qualification answers, conversation history, and appointment are recorded.
10
Business owner receives a notification
The owner receives a concise summary and can open the full conversation.
11
Approved follow-up begins when needed
If the customer does not complete booking, the workflow follows the approved cadence and stops on reply, booking, opt-out, or another stop condition.

Questions, service areas, urgency rules, and available appointment types are approved before launch.

Urgent, uncertain, sensitive, or out-of-scope situations route to a person with the context attached.

Messages, bookings, CRM changes, notifications, and failures are logged for review and troubleshooting.

We will map your real inquiry channels, qualification questions, booking rules, systems, and handoff points.