NuAgents AI
Service Inquiry To Scheduled Visit
“My air conditioning is not cooling.”
Capture The Issue
Gather the service need, address, and contact details.
Check Service Area
Apply location and service eligibility rules.
Find Availability
Offer an approved visit window from the connected schedule.
Create The Job
Confirm the visit and send intake details to the team.
A service visit with location and issue details.
Priority Request To Dispatcher
“We have a leak and need someone to call us.”
Gather Details
Record the issue and caller’s callback information.
Apply Priority Rules
Use your business’s approved escalation criteria.
Notify Dispatch
Route the call or alert the designated team.
Track The Handoff
Log the request for staff follow-up.
A prioritized request visible to dispatch.
Estimate Inquiry To Follow-Up
“Can I get an estimate for a new system?”
Collect Project Details
Gather service type, location, and timing.
Qualify The Inquiry
Check your service scope and estimating rules.
Schedule A Discussion
Book an approved estimate visit or callback.
Update The Customer Record
Share the inquiry with the assigned team member.
An organized estimate request with an agreed next step.
Services Behind These Workflows
AI Receptionist for Business · AI Appointment Scheduling for Business · Agentic AI Workflow Automation
These are example workflows, configured for your business. Actions depend on connected systems, approved rules, and communication permissions.
DISCUSS YOUR WORKFLOW