What it does
It works out what a caller needs and gets them to the right person. Answers inbound, on Phone.
It already knows the language of the trade — active leak, estimate, insurance claim — so nobody has to teach it what the job is called.
What it can actually do
Not just talk — these are real actions it takes in your account mid-conversation:
- Transfer the live call
- Escalate to a human
- Save the lead to the CRM
- Check the calendar
- Book the appointment
- Hand off in another language
- Record an opt-out
What it finds out
Topics it works through in its own words — never a script, and never the same phrasing twice:
- what they're calling about
- whether they're an existing customer or new
- who they were dealing with, if anyone
The rails it runs on
Every agent in Sales Team Toolbox runs on the same rails:
- It says what it is. Asked whether it's a person, it answers honestly — every time, and that isn't a setting.
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send.
- STOP always wins. A spoken or texted opt-out is recorded by the server, not just acknowledged in the conversation, and it halts everything for that contact.
- The Approvals inbox. AI-drafted texts and calls queue for your approval until you deliberately switch a step to auto-approve.
- Quiet hours and frequency caps. Touches respect calling hours, and a rolling cap on how often any one contact is reached.
- It doesn't take card numbers. Payments go out as a secure link instead.
The fine print lives in the compliance FAQ.
You don't build this. Pick Roofing at signup and your agents arrive already knowing the trade. Every word of it is yours to edit afterwards, and nothing here ever overwrites your edits.
The rest of the Roofing team
Under the hood
Read how the AI teammate works, the Roofing workflow suite it plugs into, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).