Plan renewal agent
Works your lapsed-plan list. Outbound voice + SMS with dynamic pricing and upsell paths. Closes on the call. +38% retention vs. humans-only.
Capability 05 · AI Agents
The work your team never gets to.
Now it gets done.
Async workers that run in the background — renewing maintenance plans, asking for reviews at the right moment, rebooking preventive services, waking up aged leads. Each agent is TCPA-gated, brand-voice trained, and fully logged.
Four standard agents
The ones every home-services operator needs first
Review flywheel
Tech hits "done" → sentiment check → positive routes to Google / BirdEye, negative routes to your ops lead. 6× review volume, zero public 1-stars.
Rebook agent
Preventive rebooking — sewer flush, HVAC tune-up, pest quarterly. Knows seasonality, knows your price tiers, books directly into dispatch.
Aged-lead recovery
The 60–180 day-old leads your team gave up on. Warm SMS with new-season offer. 22% wake-up rate on average cohorts.
Upsell agent
Post-visit — warranty extensions, filter subscriptions, service memberships. Soft-touch cadence, elder-customer flags suppress upsell entirely.
Custom agent
Got a workflow that eats a CSR-day per week? Describe it, we build an agent, it runs forever. Most custom agents go live in a week.
FAQ
What ops leads ask
What keeps this from becoming robocalling?
Consent gate on every agent. Outbound only fires when consent is on file. Cadence is capped — no customer gets more than N contacts per quarter. Opt-outs honored cross-channel.
Can a human intervene mid-run?
Yes. Every agent run is visible in a live queue. Your ops lead can pause, re-route, or take over any conversation.
What's the reporting look like?
Weekly scorecard by agent: contacts made, conversions, revenue attributed, opt-outs, confidence distribution. Drill down to individual conversations with full transcripts.
Next step