Home Services12 weeks
24/7 booking agent that never misses a call
Residential services franchise · Texas
Booked jobs per week
+31%booked jobs per week
AI Agent & Automation Agency · Minnesota, USA
We build AI agents that run your workflows.
Every lead answered, every ticket resolved, every record updated, automatically. We design, build and manage the agents; your team gets its time back.
Inbound lead → booked meeting · Running live
01 · TRIGGERS
- New leadWebsite form
- Inbound callAfter hours
- Customer emailSales inbox
02 · AGENT REASONING
ZovaVera AgentSales & scheduling
- 1Understand the request
- 2Look up customer in CRM
- 3Check calendar availability
- 4Decide & take action
Guardrails on · human handoff ready
03 · ACTIONS IN YOUR TOOLS
- Update dealHubSpot CRM
- Book meetingGoogle Calendar
- Confirm by SMSText message
- Brief sales repTeam chat
- Completed in
- 38 sec
- Systems updated
- 4
- Human touches
- 0
WORKS WITH THE TOOLS YOU ALREADY USE
- HubSpot
- Zendesk
- Shopify
- QuickBooks
- Google Calendar
- Gmail
- Calendly
- Airtable
- Intercom
- Notion
- Stripe
- Zapier
- Make
- n8n
(01) See it in action
A customer texts at 11:47 PM. Your agent books the job.
This is what your customers experience, and what happens in your systems while they do.
Northstar Heating & AirText message · AI agent11:47 PM
BEHIND THE SCENES
- 1Classified as a no-heat priority call
- 2Checked tomorrow's dispatch board
- 3Created the job in your field service software
- 4Sent confirmation and tech details
- 5Alerted the on-call manager
Job booked overnight. Your team wakes up to a full schedule.
(02) How an agent works
Not a chatbot. A digital employee wired into your business.
Every ZovaVera agent listens on your channels, thinks with your knowledge, acts in your tools and knows when to hand off to a person.
CHANNELS
- Phone
- Website chat
- SMS
- Web forms
Agent core
built for your business
- 1Knowledge
- 2Reasoning
- 3Guardrails
- 4Memory
YOUR TOOLS
- CRM
- Calendar
- Helpdesk
- Accounting
- Team chat
Human handoff to your team
1Knowledge
Trained on your services, pricing, policies and past conversations, so answers sound like your best employee.
2Reasoning
Understands what each customer actually needs and plans the steps to get it done.
3Guardrails
Hard limits on what it can say and do, with approval steps for anything sensitive.
4Memory
Remembers every customer's history across channels, so nobody has to repeat themselves.
(03) What we automate
Agents for every part of your business.
- 01
Customer Support Agents
Answer, triage and resolve requests across email, chat, SMS and voice, around the clock, in your brand's voice.
- Customer emails
- Agent resolves
- Order updated
- Reply sent
- Customer emails
- Agent resolves
- Order updated
- Reply sent
- 02
Sales & Lead Agents
Respond to every lead in seconds, qualify against your criteria, book meetings and keep your CRM immaculate.
- Lead submits form
- Agent qualifies
- Meeting booked
- CRM updated
- Lead submits form
- Agent qualifies
- Meeting booked
- CRM updated
- 03
Operations Agents
Take over repetitive, rules-heavy back-office work: data entry, document processing, invoicing and reporting.
- Invoice arrives
- Agent extracts data
- Entry in QuickBooks
- Weekly report
- Invoice arrives
- Agent extracts data
- Entry in QuickBooks
- Weekly report
- 04
Knowledge Assistants
Give every employee an assistant that knows your SOPs, policies and documentation, with a source for every answer.
- Employee asks
- Searches your docs
- Agent answers
- Source cited
- Employee asks
- Searches your docs
- Agent answers
- Source cited
(04) Industries
Trained for the way your industry works.
Pick your industry to see the exact conversations, workflows and numbers for a business like yours.
Home Services
HVAC, plumbing, electrical, roofing
Answer every call and text, book jobs straight onto the dispatch board, even at midnight.
See the home services agent →Clinics & Dental
Dental, chiropractic, med spa, physical therapy
Fill open appointments, check insurance networks and send intake forms without tying up your front desk.
See the clinic agent →Real Estate
Agents, teams, brokerages, property managers
Reply to every buyer lead in seconds, qualify them and book showings straight onto your calendar.
See the real estate agent →Law Firms
Personal injury, family, immigration, estate planning
Run intake 24/7, screen cases against your criteria and book consultations before the client calls another firm.
See the law firm agent →Insurance Agencies
P&C, life, health, commercial
Collect quote details the moment a prospect asks, then hand a ready-to-quote file to a licensed agent.
See the agency agent →E-commerce
Shopify brands, DTC, online retail
Resolve order, return and exchange requests automatically, and answer pre-sale questions while shoppers are still on the page.
See the store agent →
(05) The difference
Two hours of work, done in 38 seconds.
The same inbound lead, handled two ways. Most of the manual time is waiting for someone to be free. An agent never makes your customer wait.
Your team today
2h 08m
Waiting in the queue · 1h 35mWaiting in the queue
Read & understand · 4 min
Look up in CRM · 6 min
Check availability · 8 min
Reply & book · 10 min
Update records · 5 min
- Read & understand 4m
- Look up in CRM 6m
- Check availability 8m
- Reply & book 10m
- Update records 5m
With a ZovaVera agent
38 sec
All six steps · 38 seconds
Every step, done instantly. At 2 PM or 2 AM.CALCULATOR
What are missed leads costing you?
Revenue walking away every month
$13,500
- Per year
- $162,000
- Customers lost per month
- 9
Win these leads back→
Estimate only. Assumes missed leads would close at your usual rate if answered right away.
(06) By the numbers
- AI agents in production
- 150+
- Customer conversations handled
- 2M+
- Average reduction in operating costs
- 40%
- Client retention
- 98%
(07) Approach
From first call to live agent in eight weeks.
KickoffWk 2Wk 4Wk 6Wk 8
- 01Discovery & Strategy
- 02Solution Design
- 03Build & Validation
- 04Phased Launch
- 05Managed Care▸ongoing
- 01
Discovery & Strategy
We map your workflows with your team, quantify where hours are lost and pick the agent with the clearest return.
- 02
Solution Design
Every trigger, decision, integration and handoff is drawn out and signed off before we build.
- 03
Build & Validation
We connect your systems and test against hundreds of your real historical cases.
- 04
Launch & Managed Care
Phased rollout, daily monitoring and continuous improvement as your business evolves.
(08) Selected work
Results you can see on the chart.
Weekly performance before and after each agent went live. Client names are withheld at their request.
Healthcare12 weeks
Patient intake automated across six locations
Specialty clinic group · Florida
Front-desk calls per day
−62%front-desk calls per day
E-commerce12 weeks
Support agent resolving tickets end-to-end
Direct-to-consumer brand · California
Share of tickets resolved by the agent
78%tickets resolved by the agent
Examples are illustrative. Results vary by business, volume and workflow.
They drew our entire intake process on one page, then automated it in six weeks. It felt like working with a seasoned consulting firm.
(09) Governance
AI you can trust with your customers.
Enterprise-grade security
Encryption in transit and at rest, least-privilege access and a full audit trail of every action an agent takes.
Compliance-ready
Builds designed to support HIPAA, SOC 2 and state privacy requirements, with US-based data hosting available.
Human oversight
Approval steps for sensitive actions and instant escalation to your team with full context.
Your data stays yours
We work with providers that never train on your data. You own every workflow and integration.
(10) FAQ
Questions, answered.
What exactly is an AI agent?+
An AI agent is software that understands requests in plain language, decides what to do and takes action in your business systems, like updating a CRM, booking an appointment or resolving a customer request. It doesn't just chat.
Will an agent replace my team?+
Our agents take on repetitive, high-volume work so your people can focus on the conversations and decisions that need a human. Anything outside an agent's scope is escalated with full context.
How long does an engagement take?+
Most first agents move from kickoff to launch in four to eight weeks, depending on the systems involved and the level of validation your process requires.
Which systems can you integrate with?+
Most modern business software: CRMs, helpdesks, phone systems, calendars, ERPs, accounting platforms, spreadsheets and databases. If it has an API, we can work with it.
How is pricing structured?+
Engagements are scoped after a complimentary consultation. Builds are priced as a fixed project and ongoing management is a predictable monthly plan. No surprise fees.
(→) Start a project
Let's draw your first workflow.
Book a consultation→
In 30 minutes we'll sketch one of your processes as an automated workflow. Yours to keep, no obligation.