Under the Hood

Everything that happens between "yes" and your agent going live.

Three Laps to the Podium

Here's exactly what happens at each stage.

1

We Build Your Agent

Week 1

We start with a discovery call to understand your business inside and out — your services, pricing, service area, scheduling preferences, and common customer questions. From there, we build a custom knowledge base and craft a system prompt that makes your AI agent sound like a seasoned member of your team. You review it, we refine it, and by the end of week one, your agent knows your business as well as your best dispatcher.

2

One Line. That's All.

Week 2

We connect your CRM so every lead flows directly into your existing workflow — no copy-pasting, no double entry. Then we give you a single line of embed code to paste into your website. It works on WordPress, Wix, Squarespace, or any custom site. No developer needed. We test everything end-to-end before the handoff call, making sure leads flow, appointments book, and notifications fire.

3

Full Throttle from Day One

Ongoing

Your agent is live 24/7, capturing leads, qualifying inquiries, booking jobs, and answering questions while you focus on the work that pays. You'll get weekly reports showing exactly what your agent handled, what it couldn't answer, and where to improve. We continuously tune the knowledge base based on real conversations so your agent gets sharper every week.

The Pit Stop Schedule

Your two-week timeline from kickoff to go-live.

Week 1 Strategy & Build
  1. 1

    Discovery call

    Understand your business, services, and goals

  2. 2

    Intake form completed

    Services, pricing, FAQs, service area details

  3. 3

    Knowledge base build

    We structure everything your agent needs to know

  4. 4

    System prompt draft

    Your agent's personality and response logic

  5. 5

    Review & refine

    You approve, we polish

Week 2 Integration & Launch
  1. 1

    Integration setup

    Connect your CRM and scheduling tools

  2. 2

    CRM connection

    Leads push directly into your pipeline

  3. 3

    End-to-end testing

    We test every conversation path and integration

  4. 4

    Go live

    Your agent starts handling real conversations

  5. 5

    Handoff call

    We walk you through everything and hand over the keys

What You Need to Provide

  • Your service list and pricing ranges
  • Your service area (zip codes or cities)
  • Your CRM login for integration
  • Business hours and emergency policy
  • Any FAQs you want the agent to handle

That's it. We handle the rest.

Frequently Asked Questions

Do I need to know anything technical?
Not a thing. If you can copy and paste one line of code into your website, you're set. We handle everything else.
What if my agent doesn't know the answer?
It gracefully tells the customer it will have someone follow up, captures their info, and notifies you. You're never left looking uninformed.
Can I update the agent's info later?
Yes — you can submit changes any time and we'll update the knowledge base within 24 hours.
What CRMs do you support?
Housecall Pro, Jobber, ServiceTitan, FieldEdge, and Service Fusion. Don't use any of these? We likely still support your platform — ask us.

Ready to Get on the Grid?

Book a free demo and see your AI agent in action — built for your specific trade.

Book Your Free Lap