AI Receptionist for HVAC Firms
Budget: ₹1,500 – ₹12,500 INR
I need a complete, voice-driven AI receptionist that HVAC companies across the United States can rely on to field routine calls. Using Retell AI for natural-sounding conversations and Make.com (plus whatever other tech stack you recommend), the assistant must:
• Answer and resolve common customer inquiries on the first call
• Securely schedule service calls on the technician calendar
• Send automated appointment reminders by SMS
The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan.
Deliverables I expect:
1. A working AI call-flow built in Retell AI, fully trained on HVAC-specific FAQs and troubleshooting prompts
2. Automated Make.com scenarios (or equivalent) that handle calendar booking, reminder dispatch, and CRM handoff
3. Clear deployment documentation and a quick-start video so each new HVAC company can onboard the receptionist in under an hour
4. A brief testing log proving that call scheduling, inquiry handling, and reminder triggers function end-to-end
If you have prior voice bot or HVAC service experience, that’s a big plus—please mention it along with your estimated timeline and cost
• Answer and resolve common customer inquiries on the first call
• Securely schedule service calls on the technician calendar
• Send automated appointment reminders by SMS
The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan.
Deliverables I expect:
1. A working AI call-flow built in Retell AI, fully trained on HVAC-specific FAQs and troubleshooting prompts
2. Automated Make.com scenarios (or equivalent) that handle calendar booking, reminder dispatch, and CRM handoff
3. Clear deployment documentation and a quick-start video so each new HVAC company can onboard the receptionist in under an hour
4. A brief testing log proving that call scheduling, inquiry handling, and reminder triggers function end-to-end
If you have prior voice bot or HVAC service experience, that’s a big plus—please mention it along with your estimated timeline and cost