How it works
From Blank AI to Trained Receptionist
Five steps take you from an untrained AI agent to a receptionist that understands your HVAC business.
01
Customize
Add your HVAC company information, including service area, hours, services, pricing policies, brands, financing, and escalation rules.
02
Train
Upload the included HVAC knowledge base to your AI receptionist platform.
03
Configure
Use the ready-made AI receptionist instructions to define how the agent should speak, qualify leads, handle questions, and avoid making things up.
04
Test
Run 50 realistic customer-call scenarios before letting real customers speak to your AI.
05
Launch
Use the Launch Confidence Scorecard to confirm that your AI is ready before going live.