Job Triage Agent
Route incoming work instantly
Reviews incoming service requests and routes them to the correct technician or team. Urgent jobs are prioritized while routine work is scheduled automatically.
Job intakePriority routingWork assignmentService queue
Tech-to-Office Translator Agent
Field updates made actionable
Converts technician notes, voice updates, and job comments into structured updates the office can act on. Field activity becomes usable operational data.
Voice captureJob updatesData structuringCRM sync
What Should We Sell Today Agent
Daily revenue opportunities surfaced
Analyzes open opportunities, seasonal demand, and customer history to identify the services most likely to close today. Sales teams start the day focused on the highest-value opportunities.
Opportunity scoringDemand signalsRevenue insightsSales guidance
Local Market Awareness Agent
Understand local demand signals
Tracks trends, service demand, and regional patterns affecting your business. Leaders see market changes early and adapt pricing or offers accordingly.
Market signalsDemand trackingPricing insightsLocal trends
Competitor Intelligence Agent
Monitor competitor activity
Analyzes competitor reviews, offers, and positioning to identify shifts in the market. Leaders see competitive changes before they impact revenue.
Competitor monitoringMarket signalsReview analysisCompetitive insights
Financing Strategy Agent
Offer financing at the right moment
Identifies jobs where financing increases the likelihood of closing the deal. Financing options are introduced automatically when they improve win probability.
Deal analysisFinancing triggersSales optimizationConversion signals
Install Probability Agent
Predict which jobs will close
Analyzes lead quality, job attributes, and conversation signals to estimate close probability. Sales teams prioritize the opportunities most likely to convert.
Lead scoringConversion predictionSales insightsDeal prioritization
Revenue Concentration Risk Agent
Detect hidden revenue risk
Monitors where revenue is coming from and flags over-reliance on specific customers or services. Leaders can address risks before they affect growth.
Revenue analysisRisk detectionCustomer concentrationBusiness insights
Speed-to-Lead Agent
Respond to new leads instantly
Responds to inquiries instantly, qualifies opportunities, and keeps conversations moving before competitors can respond.
CRMWhatsAppEmailLead routing
Quote Builder Agent
Quotes ready in minutes
Turns job details into structured quotes automatically so your team spends less time preparing documents and more time closing.
CRMPricing logicTemplatesDocument generation
Call Review Agent
Know what happened on every call
Reviews sales and support calls automatically, highlights key moments, and flags missed opportunities or coaching gaps.
Call transcriptionSales analysisConversation AICRM sync
Customer Expansion Agent
Grow revenue from existing customers
Identifies upsell and repeat opportunities inside your customer base and triggers follow-ups to bring customers back.
CRMPurchase historyEmailRevenue insights
Ops Intelligence Agent
Your weekly business pulse
Analyzes activity across your systems and sends a clear summary of what needs attention and what is improving.
Data aggregationCRMReportingInsights
Review Response Agent
Protect your reputation automatically
Monitors new reviews across platforms and responds instantly with thoughtful replies that match your brand voice.
Google ReviewsSentiment analysisAuto responseBrand voice