1. After-hours call answering with morning message queue
Answers calls outside normal office hours, records the caller's message for staff review in the morning, and flags urgent matters through the agreed escalation process.
HOME SERVICES
Home services.
Useful work, defined.
A 45-minute discovery call plus a written report: your service-call and workflow map, a data-exposure review, automation priorities ranked by value, the tools list, and a setup checklist. The assessment call is advisory; implementation follows an agreed scope and your approval.
YOUR INDUSTRY MENU
Choose the service level.
A CPAI Host is required to manage the work, including scheduling and reporting. Sanitation depends on the service. The sanitation tier is included with AI Employees.
A human approves outward messages before sending. Timing and integration details are confirmed in the implementation scope.
Work follows the client's approved service rules and escalation procedures.
SERVICE LIBRARY
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Automations
Performs a specific task when an event occurs, such as preparing an appointment reminder before a scheduled visit. You define the trigger and the action.
Example from this menu: After-hours call answering with morning message queue.
Calls and after hours
2. Emergency dispatch and after-hours urgent call handling
Triage the urgent (burst pipe, no heat in winter, sparking panel), dispatch the on-call tech, log everything.
3. Missed-call text-back
A missed call prepares a text-back for the approved messaging process. Text only, no conversation.
4. Phone intake for new customers
Collects the caller's contact details, requested service, and urgency so staff have the information needed to follow up.
5. Peak-hour overflow answering
Handles incoming calls when staff are busy, captures the caller's details and request, and routes the inquiry through the agreed process.
Booking and scheduling
6. Appointment booking by phone or chat
Collects the appointment request by phone or chat, checks the configured schedule, and books an available time under the agreed booking rules.
7. Appointment reminders by SMS, email, and voice
Prepares appointment reminders through the agreed text, email, or voice process at the configured times before the appointment.
8. Job booking with arrival windows
Book the job into a 2-hour arrival window, confirm the day before, reconfirm the morning of.
9. Technician en-route notifications
When the tech heads out, the customer gets a text with the tech's name and ETA.
10. Reschedule and cancellation handling
Processes an appointment change or cancellation under the agreed scheduling rules and updates the calendar so staff can see the available time.
Speed to lead
11. Instant lead response
A web form submission triggers an immediate text and callback task.
Estimates and follow-up
12. Estimate and quote follow-up
Estimate sent, automated follow-up sequence until the customer decides or opts out.
13. Post-job follow-up check-ins
Prepares a customer check-in after a completed job using approved care or maintenance tips and routes replies for staff follow-up.
Reviews
14. Review requests timed after completed jobs
Prepares review requests after completed jobs for Google or the agreed industry review sites through the customer-feedback process.
15. Complaint interception
Dissatisfied customers are routed to staff for follow-up. Honest public feedback remains available to all customers.
Billing and agreements
16. Balance and invoice reminders
Checks recorded balances, invoice due dates, and payment status, then prepares reminders about amounts that remain outstanding.
17. Maintenance agreement renewal reminders
Tracks recorded maintenance-agreement renewal dates and prepares reminders before an agreement is due to renew.
18. Warranty and callback check-ins
Prepares follow-up about warranty or callback work and records the customer's response for the service team.
19. Payment link sending for completed jobs
Prepares the approved payment link for a completed job through the agreed billing and messaging process.
Workflows
Connects several tasks in an agreed sequence, such as collecting an inquiry, checking the required information, arranging an appointment, and preparing follow-up messages.
Example from this menu: New customer onboarding.
Customer acquisition
1. New customer onboarding
Inquiry arrives, intake is collected, service address verified, job is booked, confirmations and reminders are set, prep is sent. One pipeline, no dropped handoffs.
2. Lead nurture
A lead arrives, a response is prepared for approval, qualification questions are asked, booking is offered, and non-bookers enter a follow-up sequence.
3. Referral intake
A referral is received, the customer is contacted, service details are verified, the job is scheduled, and confirmation goes back to the referrer.
Jobs and scheduling
4. Estimate-to-job pipeline
Estimate sent, follow-up runs, customer accepts, job is scheduled, deposit collected, tech assigned.
5. Seasonal maintenance campaigns
AC tune-ups in spring, heater checks in fall. Past customers get the offer, booking is one tap.
6. Service and maintenance agreement renewals
Agreements expiring, renewal reminders go out, one-tap renewal, tech scheduled.
7. Job completion and payment workflow
Job marked complete, payment link sent, receipt issued, follow-up scheduled.
Revenue and reputation
8. Review generation
Satisfaction check branches. Happy customers get the review request. Unhappy ones go to a manager first.
9. Review Defense
We prepare and track disputes for reviews that may violate platform policies; the platform decides whether to remove them. Genuine reviews get a professional response. Monitoring across Google for new reviews. Each negative review is checked against Google's removal policies. Dispute filings are drafted for fake, spam, or policy-violating reviews, human-approved before submitting. Appeals are tracked on denials with documentation. Genuine reviews get a professional drafted response instead of a dispute.
10. Balance collection
Aging balance triggers a polite reminder sequence with a payment link, and unanswered balances escalate to staff.
Catch-all
11. Missed-call recovery
A missed call prepares a text-back for the approved messaging process, followed by qualification and booking or a queued callback. The full playbook, not just a text.
Agents
Works toward a defined goal and chooses its next step using approved information and tools. For example, it can check appointment availability and recommend how to fill an opening.
Example from this menu: Receptionist Agent.
Front of house
1. Receptionist Agent
Goal: no call goes unhandled. Answers 24/7, routes to the right person, takes messages, books appointments.
2. Intake Agent
Goal: every inquiry captured and qualified. Screens, qualifies, books, separates the urgent (burst pipe, no heat, sparking panel) from the routine.
3. After-Hours Triage Agent
Goal: safe after-hours handling. Assesses urgency against protocols, books the routine, escalates the urgent to the on-call tech, documents everything. It routes. It never diagnoses equipment.
Scheduling and dispatch
4. Schedule Fill Agent
Goal: no empty slots. Watches for cancellations, works the waitlist, runs rebooking outreach.
5. Dispatch Agent
Goal: balanced board and low drive time. Assigns new jobs to techs by skill, zone, and availability. Keeps the schedule moving.
Revenue
6. Billing Agent
Goal: healthy receivables. Sends invoices, reminds on overdue accounts, offers payment plans within company policy, escalates the stubborn ones to staff.
Reputation
7. Reputation Agent
Goal: five-star presence and damage control. Times review requests after completed jobs, routes dissatisfied customers to staff for follow-up, drafts responses for the company to approve.
AI Employees
Handles the recurring responsibilities of a defined business role, such as intake, scheduling, and follow-up. It combines the automations, workflows, and agents assigned to that role, with agreed human approvals.
Example from this menu: AI Intake Coordinator.
Client-facing
1. AI Intake Coordinator
Jobs: answer every inquiry, screen and qualify, book, follow up no-shows. Frees office staff for in-person customer care.
2. AI Front Desk Receptionist
Jobs: answer every call, route to the right person, take messages, book appointments, greet website chat visitors. Escalates calls that need staff attention.
Dispatch and jobs
3. AI Dispatch Coordinator
Jobs: assign jobs to techs by skill, zone, and availability, monitor the board, rebalance drive time, track job completion.
Revenue
4. AI Billing Coordinator
Jobs: send invoices, follow up overdue accounts, manage balance collection, set up payment plans within company policy.
Growth and reputation
5. AI Reputation Manager
Jobs: request reviews at the right moment, route dissatisfied customers to staff for follow-up, draft responses for approval, watch the ratings.
6. AI Referral Coordinator
Jobs: log every referral, conduct outreach, book jobs, thank referrers, track referral ROI by source.
HOST AND SYSTEM
Host and
complete-system options.
CPAI Host manages your selected services, including scheduling work and reporting results. It is $299/month without PII sanitation or $499/month with PII sanitation. The sanitation tier is included with AI Employees.
The Complete Automation System includes all AI Employees within one industry and the automations, workflows, and agents in their job bundles. Compliance modules and remaining automations, workflows, and agents are billed separately. Once added to the Host system, servicing of those add-ons is included in the monthly system service.
Gives staff a conversational AI assistant, like your own ChatGPT or Claude, to ask questions, draft text, and summarize approved business information in a client-controlled environment.
Compare the Host and local LLM services · Compare all services and pricingCOMPLIANCE AND MAINTENANCE
Compliance work
and ongoing service.
Relevant modules listed for this industry: PCI DSS, SOC 2, ISO 27001. Modules are one-time add-ons scoped to client requirements. A module does not itself establish compliance or independent certification.
Explore the available compliance modulesMaintenance is included in the local LLM host service and the Complete Automation System. AI Employee pricing includes ongoing service and support. Other services have an optional maintenance service for CPAI Host realignment, updates, and patching. Clients receive email notices when updates are available and may choose to perform updates in-house.
View IT response timesENGAGEMENT DETAILS
Terms and
local LLM certification.
A one-year term applies only to AI Employees, the Complete Automation System, and the local LLM service. All other services, including the Host, cancel with 30-day written notice by email with a digital signature to begin offboarding.
AI model usage and messaging are passed through at cost. Call for pricing for adds, changes, and technician work. Two revision rounds are included with one-time items; further revisions are billed at that rate in 15-minute increments.
Certification applies only to the Certified Private AI local LLM host service. A Certificate of Conformance records a named environment, scope, assessor, date, and result against the four conditions. The implementer may also perform the assessment. It is not independent third-party certification or a legal compliance determination.
Read the local LLM conformance conditionsPRICING FOR YOUR BUSINESS
Call for pricing.
Tell us the work you want handled. We will discuss the service, setup, and ongoing support that fit your business.
Call (888) 796-8280YOUR NEXT STEP
Start with one useful process.
A $99 AI Readiness Assessment maps the work and gives you a prioritized plan.
Choose one benefit with your $99 AI Readiness Assessment: a $99 credit toward any tier purchase within 30 days, or one free automation, workflow, or agent.
Request the $99 assessment