For ventilation and heat recovery companies
Book consultations with the project stage already known
The system captures the project stage and routes the inquiry to the right type of consultation. Attract, Call Back, Book. We attract inquiries with ads. We call everyone back within a minute. We book consultations straight into the calendar. For a ventilation and heat recovery company, the AI agent can establish the type of property, the project stage and the scope of the need before it books a call with the right person.
A slot only makes sense once you know what stage the project is at
An inquiry at the design stage needs a different next step than a conversation during construction, handover, or service of an existing system. A phone number alone doesn't say who should call back or when. The system collects this context before booking a slot.
From campaign to a properly prepared call
Attract
The campaign promotes an approved scope, for example design, installation, or a consultation for a specific type of property. You approve the creatives and the service area.
Call Back
The agent confirms the location, the type of property, the project stage and the expected scope. It doesn't select equipment and doesn't design the system.
Book
The agent routes the inquiry to the calendar for a consultation, a site visit, or a design call, according to your rules. Service can have a separate path and separate slots.
Information that changes the next step
The type and location of the property.
The project stage.
Whether it's design, installation, or service.
What the interested person wants to work out during the consultation.
Which calendar and slot fit this path.
Every project stage can have its own rule
You decide which inquiries the agent can book directly and which need manual review. You also approve the knowledge base, the campaign scope, and the availability of the people responsible for design, installation and service.
Design and selection stay with the specialist
The agent doesn't select the air handling unit and doesn't calculate performance.
It doesn't design the system and doesn't interpret technical documentation.
It doesn't diagnose noise or reduced airflow.
It doesn't promise an installation date outside the approved calendar.
Let's see if your qualification process can be mapped out
We'll work out the campaign scope, project stages, qualifying questions and calendars. If every case needs a designer's review from the start, the agent shouldn't pretend it can replace that.