How we work. The 5-phase build for an AI front office.
We start with the revenue leak, blueprint the front-office workflow, configure the system, QA it on real calls, then operate and optimize it with you.
From first call to steady-state in about three weeks.
Discovery
We audit your current call flow, FSM, lead sources, and missed-call rate.
We interview your team, map every inbound path (Google, referrals, vehicle wraps, repeat customers), and pull what data you have on call volume and miss rate. If you don't track it, we estimate from trade and team size.
Blueprint
Custom agent prompt, integrations map, CRM routing rules, escalation tree.
We design the agent against your actual call patterns — not a template. Service intake script, qualifying questions, after-hours behavior, dispatcher escalation triggers, FSM routing logic. Every decision documented.
Build
We configure the agent, build the knowledge base, wire CRM routing, stage in a sandbox.
Knowledge base built from your service catalog, pricing rules, service area, and FAQs. CRM integration (Monday.com, HousecallPro, ServiceTitan, Jobber, GoHighLevel, FieldEdge) wired and tested with synthetic calls. Sandbox number for your team to call before any customer touches it.
Pilot
Live test with your real calls. Daily monitoring. We tune the prompt and KB based on transcripts. You see every call.
We route a slice of your inbound traffic — overflow, after-hours, or a single source — to the agent. Daily transcript review. Weekly tuning passes on prompt and knowledge base. You get a Slack or email digest of every call: who, what, score, outcome.
Launch & Operate
Full go-live. Monthly review cadence. Continuous prompt + KB optimization. Quarterly business review.
All inbound traffic on the agent. Monthly call-quality review with you. Continuous knowledge base updates as your services, pricing, or service area change. Quarterly business review covers qualification trend, lead quality, CRM hygiene, and what to tune next.
We run it. That's the whole positioning.
- ✕Not “sign up and figure it out yourself.”
- ✕Not per-minute billing that punishes you for getting more calls.
- ✕Not a SaaS contract with a Slack support channel.
- ✕Not a generic chatbot that loses the call when the homeowner gets specific.
We're a workforce, not a vendor. The agent answers your phone, but a human team builds it, tunes it, and stays accountable for what it does on a Tuesday at 7pm.
Three operator profiles we build for.
Owner-operator
You answer the phone yourself or hand it to a spouse / part-time CSR. You miss calls when you're on a roof or under a sink. You want every lead captured and qualified — not a voicemail to call back at 9 PM.
Multi-location operator
You run two-plus locations and the front-desk situation is uneven across them. You want one consistent intake standard, full CRM hygiene, and a team that doesn't fight over which receptionist takes which call.
Operator with a consulting need
You've looked at AI receptionists before but couldn't map them to your CRM, your service catalog, or your dispatch rules. You want a partner that builds the integration, not a vendor that hands you docs.
Ready to see your phase 1?
Book a free consult if you already know the phones are leaking. Start with the Free Revenue Audit if you want the numbers first.