
AI Agent
A custom-trained AI agent for the channels where customers expect a real-time response: web chat 24/7, phone calls on your business line, and SMS once A2P 10DLC clears. It's a safety net for when your team can't pick up — overflow during the day (everyone on calls or out on a job), after-hours, weekends, lunch. Answers FAQs, qualifies the lead, books appointments into your calendar or dispatch system, and texts/emails you a clean summary. (Customer email lives in the AI Personal Assistant — different cadence, different agent.)
Who it's for
What's included
The Forté Protocol
Protocol 01
We audit your customer flows — when calls roll to voicemail, what gets asked most, what info your dispatcher needs to book a job. Figure out which channels and which time windows the agent should cover.
Protocol 02
We feed your business data, services, pricing posture, dispatch rules, and tone of voice into the agent. Test it across 100+ scenarios — including emergency calls and out-of-area requests — before launch.
Protocol 03
Web chat + phone go live in 1–2 weeks. Booking integration (calendar or dispatch system) ships at the same time if it's in scope. SMS activates once A2P 10DLC approval clears (separate parallel workstream).
Protocol 04
Monthly review of conversations + adjustments. The agent gets sharper every month based on real customer interactions and the booking outcomes.
Pricing
Final pricing depends on call/chat volume, which channels you want live, and whether you need a dispatch-system integration. Get a custom quote via our 5-minute intake.
Custom-built foundation, fast turnaround, predictable margin
Custom-built, deeper integrations
Premium custom build with full custom agent integrations
FAQ
Yes — talk to a live one right now. On our AI Agents page you can chat with the web agent, or call or text the live demo number, exactly like a customer would. It's the same agent we'd build for you, trained for a sample home-services business — ask it a question, throw an after-hours emergency at it, or have it book you a slot.
Yes — three modes depending on what you use. (1) If you book on a calendar (Google, Outlook, Calendly), the agent books directly — included in standard scope. (2) If you book through a dispatch/CRM system (Housecall Pro, ServiceTitan, Jobber, FieldEdge, ServiceFusion, etc.), we build the integration — typically 1–2 weeks of additional work, quoted separately. (3) If you book on paper or in a spreadsheet, the agent captures the booking request (preferred time, service type, address, urgency) and texts/emails it to your dispatcher to confirm — no auto-book, but nothing gets dropped.
No. It's a safety net for any time your team can't pick up — overflow during the day when everyone's on calls or out on a job, after-hours, weekends, lunch breaks. You configure when it answers: pick up everything, overflow only after 3 rings, or after-hours only. Most local businesses run "overflow + after-hours" so it backs up the front desk during peak hours and covers nights without an answering service.
Because email isn't real-time — customers send it when something's not urgent. The CS Agent is built for channels where a slow response costs the job: chat, phone, SMS. Customer email handling — triage, drafting in your voice, follow-ups — is part of the AI Personal Assistant. Different cadence, different agent.
No. Claude-powered voice agents handle nuance — interruptions, follow-up questions, accents, customers thinking out loud, the occasional "hang on, my husband's yelling at the dog." We tune the tone to match your brand and your front-desk style.
It hands off cleanly — captures the customer's details, summarizes their question, and texts/emails you a brief so you can follow up at your pace. Nothing gets dropped.
Yes. We train it on your service area (it asks for the address, checks against your geofence, and either confirms or apologizes politely), job-type triage (emergency = same-day priority, install = sales conversation, maintenance = standard booking), and any equipment-brand specifics you want it to know.
A2P 10DLC is a U.S. carrier regulation specifically for application-to-person SMS messaging — it requires registering your brand and use-case with the carriers, which takes 2–4 weeks. Voice calls don't go through that registration, so the phone channel can launch on a normal Twilio business number immediately.
Ready to start?
60-second audit, no commitment. We'll score your current state and show you exactly where this service fits in.
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