How it works

From the first ring to a lead your team can act on.

Here is exactly what happens when a homeowner calls your roofing company and the assistant answers — including the things it is deliberately not allowed to do.

The call is answered

Your number forwards to the assistant, so homeowners keep dialling what is on your trucks. It picks up immediately — no hold music, no phone tree.

The assistant's first sentence says it is an AI assistant and that the call may be transcribed
A text transcript of the conversation is kept for your team, so you can read what was said
No audio is recorded at any point — there is nowhere in the system to store it

The job is understood

The assistant has a normal conversation and collects only what changes what happens next. It is explicitly told not to interrogate the homeowner or ask diagnostic questions.

What they need and what is wrong, in their own words
Property address, city, state and ZIP where the homeowner gives them
Urgency, and whether there is an active leak right now
Whether the person on the phone can authorize the work
Storm and insurance context, recorded strictly as what they told us
A name, an email and a callback number when they offer them

The lead is routed

This is the part your office cares about. The decision is made by fixed rules from the details collected — not left to the assistant's discretion.

Emergency — an active leak or a stated emergency goes to a person immediately
Storm and insurance — minimum intake, then a human callback early
Retail repair or replacement — moves toward an inspection
Commercial — recognized and handed to a person
Outside your area — declined politely, but only when the address proves it

Your team picks it up

The lead lands on a dashboard built for an office manager at 7am, not for an engineer. Urgent work sits on top, each lead carries a plain-language summary, and every card ends with one instruction.

Who called, what they need, where the property is
The details captured during the call, in labelled fields
One next step per lead, in plain words
Bookings and callbacks clearly marked as awaiting your team's confirmation

Guardrails

What the assistant is never allowed to decide.

The conversation is handled by AI. Every decision that affects your business is made by fixed rules that the assistant cannot talk its way around.

It cannot invent an appointment time

The assistant can only offer slots the system generated from the office hours you configure. If a homeowner asks for a time that was not offered, it is refused rather than agreed to.

It cannot decide you don't serve someone

A town the system does not recognize is treated as a question, not proof. It asks for the ZIP code instead of declining. Only a genuine contradiction of your configured service area ends the call.

It cannot turn a claim into a fact

Everything a homeowner says about insurance is stored and shown as their report. The product never assesses coverage, values a claim, advises on one or contacts an insurer.

It cannot quote a price

The assistant is not permitted to state prices, promise coverage, or claim a booking or callback exists unless the system actually created one.

See it handle one of your calls.

The fastest way to judge this is to watch a roofing enquiry go through it end to end.

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