Project enquiries before the site visit.
Explore an AI voice or chat pilot for builders, design studios and home-service teams. Start with project enquiries or visit requests, with separate rules for urgent situations.
Discuss your service requestsNew requests while the team is on site
A building enquiry, a maintenance visit and an urgent call need different questions. A first pilot can focus on the routine request that takes the most coordination.
- Example
Planning a new home
A prospective client asks where to start. Location, project type and timing can help the builder decide who should discuss the brief.
- Example
A problem after hours
A caller describes a leak or another urgent concern. The pilot must use an approved referral path and must not decide that a situation is safe to wait.
- Example
A request from a campaign
A form asks for a solar assessment or maintenance visit. The team needs the requested service, service area and contact preference before arranging a visit.
Project enquiries and service requests
Each request needs a clear destination and enough information for your team to respond. Booking a visit or dispatching a technician requires separate availability and connection checks.
Project information
For construction, interior design or solar, the initial enquiry covers project type, general location, timing and a budget range where relevant. The responsible person reviews the scope.
Urgent-contact route
Requests outside routine intake follow the referral process your qualified team approves. Coverage and unanswered-contact handling must be agreed; the enquiry does not guarantee a technician or arrival time.
Recurring visits
A cleaning or maintenance change identifies the existing visit and the preferred new time. Staff confirm the schedule unless a booking connection has been agreed and verified.
Property information and safety boundaries
An initial enquiry needs less information than a confirmed visit. General location may be enough to check the service area; exact addresses and access instructions need a defined purpose and handling.
Details for the visit
Start with the service area and requested work. Collect an exact address only when needed; avoid asking for access codes or times when a home is empty in general intake.
Safety questions
Diagnosis and instructions involving gas, electricity, fire or structural safety are outside the pilot. A qualified person must approve the referral process; this is not an emergency service.
Estimates and quotes
Use only a range or call-out fee your business has approved. A site-specific quote, repair recommendation or arrival commitment needs your team's confirmation.
Records and contact permission
Agree on recording, access, retention and permission for follow-up. Verify those choices in the pilot setup before collecting real household information.
Common questions
Can we define an urgent-contact route?
Yes, as part of the pilot design. Review it with qualified staff, including what happens when nobody is available. The assistant must not diagnose hazards or assure a caller that waiting is safe.
Can it give prices?
The reply can use approved general ranges or visit fees, with their conditions. Your team prepares the quote for the actual property and work required.
What property details should it collect?
Start with the area and requested work. Define when an address or photo is necessary, how it is received and who can access it. Do not assume a messaging connection is included.
Can it connect to our dispatch app?
That needs a review of your app, permissions and scheduling rules. Dispatch is included only after the connection and staff availability workflow have been tested.
Does it replace our coordinator?
The pilot covers a defined intake task. Your coordinator retains crew assignments, exceptions and decisions that need field knowledge.
Can we include clients who speak another language?
Tell us which languages your customers need. Test locations, project descriptions and contact details in each, and define human coverage separately.