Functional Capabilities
Processes the Agent Takes Off Your Front Desk
Repair work and installation work move at different speeds. One needs a booked slot in the next five minutes; the other needs a quote that doesn't die in someone's inbox. The agent runs both pipelines from one canvas, connected live to your field service software, calendar, and CRM.
Call Answering and Recovery
Live voice pickup, instant text-back on unanswered calls, overnight and weekend intake, channel handoff, intent detection on the first turn
Repair Diagnostics Intake
Symptom in the customer's own words, unit category, make and model, serial-plate photo, displayed error code, unit age, urgency level
Installation Project Intake
Bought-or-still-choosing status, room and site conditions, measurements and access notes, old-unit haul-away flag, target dates
Customer and Job Qualification
Owner-or-tenant verification, address-in-territory check, warranty and plan coverage, fix-or-replace signal, returning-customer match, residential versus commercial path
Pricing and Quote Routing
Trip-charge disclosure up front, menu prices on routine fixes, project quotes routed to the estimator, replace-instead-of-repair comparison, financing mention where it fits
Booking and Technician Assignment
Real-time slot lookup, brand-certification and skill match, window selection with the customer, calendar write, dual confirmation, route clustering
Parts Tracking and Return Visits
Order-status checks, arrival alerts to the customer, second-visit scheduling inside the same thread, hold-period communication, closure confirmation
Visit Preparation
Day-before and hour-before reminders, tech-on-the-way message with ETA, access and prep instructions, self-serve rescheduling, no-show win-back
Quote Chasing
Touches on day 1, 3, and 7 for every open estimate, objection logging, financing nudge, quote-expiry warning, cold-list revival
Reviews, Warranty, and Repeat Work
Completion check-in, satisfaction pulse, review-site routing, warranty registration prompt, maintenance-plan pitch, referral ask
One AgentAcross Every Trade You Bill
Different trades, identical intake logic. Set the rules once – pricing, territory, brands, escalation – and the agent applies them to every line of work on your books.
Heating
furnace, boiler, heat pump install, repair, replacement
Cooling
central air, ductless, mini-split, rooftop, chillers
Windows and Doors
glass and hardware fixes, single replacements, whole-home projects
Refrigeration
commercial walk-in, reach-in, ice machines, restaurant equipment
Generators and Backup Power
standby installs, repairs, annual maintenance agreements
Light Commercial
offices, retail, restaurants, dental and medical practices
Home Tech and Smart Home
security systems, AV, networking, device mounting and setup
Commercial Equipment
kitchen lines, fitness floors, laundromats, office machines
Where Installation and Repair Revenue Leaks
The Challenge
Your Installation and Repair AI Agent
You answer fewer calls than you think
Operators estimate they catch 97% of inbound calls. Tracked data puts the real figure at 66% (Service Direct). Invoca prices the gap at roughly $1,200 per missed call.
Nothing rings out
Voice gets answered live. Anyone who slips through gets a text within the minute. Chat and email run the identical intake. The gap between perceived and actual answer rate closes to zero.
The customer's evening is your closed sign
CallRail data shows 25–40% of home-service calls land outside 8 a.m.–5 p.m. A dishwasher flooding at 9 p.m. doesn't leave a voicemail – it dials the next result.
Open whenever they need you
Night and weekend requests get the full intake: unit, symptom, photos, urgency. Standard jobs land on tomorrow's calendar. Anything flagged urgent pings your on-call tech.
Repairs and installs fight over one phone line
The person fielding a "dryer won't spin" call is the same person who should be chasing a $12,000 window project. Every busy day, one of those jobs loses.
Each job type gets its own lane
Repairs go straight to book-the-slot. Installation inquiries open a quote record with structured follow-up attached. Neither pipeline waits on the other.
The truck arrives blind
Average first-visit fix rates hover near 75%, and missing parts cause 51% of the failures (Aberdeen). Every return trip costs $200–300 and a chunk of customer patience.
The tech knows the unit before the drive
Make, model, serial photo, and error code are on the work order at booking. Ordered parts get tracked, the customer gets arrival alerts, and the return visit books itself.
"Let me think about it" is where quotes go to die
The prospect compares two more bids, the estimator moves to the next site, and the follow-up never happens.
Every estimate gets worked
Three timed touches in the first week, objections captured and logged, financing raised at the right moment, live questions handed to your estimator with the full thread attached.
One coordinator carries the whole operation
Calls, dispatch, parts orders, warranty paperwork – all through a single chair. Volume spikes, and everything queues behind it.
The chair handles exceptions only
Routine intake, booking, and status questions run without a human. What reaches your coordinator is the work that needed one.
From Your Service Process to a Live AI Agent in Days
No developer, no implementation project. Most operators go from signup to a working agent in days.
Your Installation and Repair AI Agent in Action
Every node visible, every connection live – built without code
Meet the Customer Where the Breakdown Found Them
A homeowner with a dead fridge picks up the phone. A property manager fires off a work-order email. A buyer weighing two install bids replies to a text at 10 p.m. One agent covers all of them, on one logic.
Voice
First-ring pickup, natural conversation, booking completed on the call. Also dials out – for hot quotes worth a voice touch and for missed callers who ignore texts. No phone tree, no hold loop.
SMS
Where missed calls get rescued – a text inside 60 seconds with a direct booking path. Also carries reminders, tech-ETA pings, parts-arrival alerts, and the post-job review ask.
Built for the photo moment – the serial plate, the error on the display, the cracked panel, the corner where the new unit goes. All inside one thread the agent reads and acts on.
Web Chat
Catches the visitor on your pricing or brand pages mid-research. Qualification runs in the chat, and the booking lands before they've opened a competitor tab.
The channel of property managers, warranty networks, retailers, and lead platforms. Work orders and inquiries arriving by email get the same structured intake, quote, and confirmation.
What's Running Underneath
Every conversation sits on machinery doing structured work – sorting a five-minute fix from a five-figure project, querying your dispatch board, holding context across channel switches. Five capabilities carry the load.
Integrations
Your Stack Stays. The Agent Joins It.
2,700+ connections – live reads and writes inside the software your business already runs on.
Message-Takers vs. Job-Closers
The answering service writes down a name and number. The work – identifying the unit, checking coverage, pricing the visit, finding a slot – still lands on your desk in the morning. An AI agent for installation and repair services does the work itself.
Standard Answering Service / Chatbot
- Hands you a callback list every morning
- Knows nothing about the unit on the other end
- Reads one script for every caller
- Disappears after the message – parts delays are your silence to manage
- Coverage tied to staffed hours
- Bills per call, forever, with the flow locked by the vendor
- Quotes leave its scope entirely
CogniAgent Installation and Repair AI Agent
- Hands you a booked calendar every morning
- Captures make, model, serial photo, and error code during the conversation
- Runs separate logic for repairs, installs, warranty work, and commercial accounts
- Watches the part order, updates the customer, books the second visit unprompted
- Identical performance at 2 a.m. and 2 p.m., any day
- Prepaid credits, no contract – and you own and edit the agent yourself
- Works every open estimate through a timed follow-up sequence
What Changes
in the First Month
100%
Of inbound touched – versus the 66% answer rate operators actually achieve while believing they hit 97% (Service Direct).
<60 sec
To first response on any channel – decisive when 78% of customers hire whoever answers first (Contractor In Charge, 2026).
+54%
The new-business headroom Service Direct estimates for an average operator who answers every call – zero added ad spend.
75%
The industry's average first-visit fix rate – lifted when every work order arrives with model, serial, and symptom attached.
Pricing
Pay only for what you use. Full visibility on every credit spent.
Pay-as-you-go
No subscription. No monthly fee.
Buy credits from $10
- 5,000 credits loaded on signup
- Full canvas + all AI features
- 2700+ integrations, templates
- Free messaging channels
- Up to 5 user seats
- Production deployment
- Human chat support*
- Credits never expire
* activates on first credit purchase
Enterprise
Custom plan. Annual subscription,
negotiated rate.
- Annual credit package
- Custom user seats
- SSO
- Bring your own LLM API keys
- Extended usage logs
- Assisted onboarding + training
- Agents built by CogniAgent team
- Premium support + SLA
Pay 3-4X Less
Than a Full-Time Hire
For a 10–20 person installation and repair operation, the same job-handling function runs around $1,000/month all-in.
| Full-Time CSR | CogniAgent | |
|---|---|---|
| Monthly cost | $3,500-4,200 | ~$1,000 |
| Slow season | Same fixed salary | Spend drops with volume |
| Peak season | Hire or burn out your team | Scales automatically |
Enterprise-Grade
Security & Compliance
The data in these conversations is sensitive by nature – home addresses, gate and alarm codes, card details, financing applications, warranty records, recorded calls. The platform treats it that way.
Data Protection
Recordings, transcripts, uploaded photos, and stored payment references are encrypted in transit and at rest. Retention periods are configurable to match state, federal, GDPR, or UK GDPR obligations.
Secure System Integration
Every read and write into your dispatch software, CRM, scheduler, or financing partner travels an encrypted, role-scoped connection – including PCI-aware handoffs when payment enters the conversation.
Privacy Assurance
Your customers' data stays under your control and is never used to train AI models – ours or anyone's. It never leaves the platform's infrastructure except to vetted sub-processors that operate as part of the system itself, governed by the same privacy obligations.
Audit & Monitoring
A time-stamped log exists for every call, message, booking, quote touch, and system write – the record you need for TCPA reviews, call-recording-consent audits, and dispute resolution.
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Frequently Asked Questions about
AI Recruiting Agents
The morning. Today it starts with a callback list; with the agent it starts with a booked calendar. Qualification, unit details, pricing, and scheduling happen in the original conversation, written live to your field service software. And coverage extends past voice to SMS, WhatsApp, web chat, and email on a single canvas.
All four, natively, alongside 2,700+ other integrations and an open API. Customer lookup, work-order creation, calendar booking, and status updates happen inside those systems during the conversation – not as an export you reconcile later.
That split is the core of the design. The agent identifies the job type on the first exchange. Repairs run a fast track: symptom, unit, slot. Installations open a quote record: product status, site details, timeline, estimator handoff – with a follow-up sequence attached automatically. You define the rules for each lane.
It improves what drives it. Make, model, serial-plate photo, and error code are collected at intake and attached to the work order, so your tech stocks the truck for that specific unit. When a part must be ordered anyway, the agent monitors the order, keeps the customer posted, and books the return visit – the stretch where repair customers usually go quiet and cancel.
Yes. Coverage gets checked during intake, and your routing rules decide what in-warranty, out-of-warranty, and authorized-program jobs each trigger. Work orders arriving by email from warranty networks or retail partners flow through the same structured intake as a phone call.
You do, entirely. Recordings, transcripts, photos, payment metadata, and CRM records sit in your account and are never used for model training. Data leaves the platform’s infrastructure only to vetted sub-processors operating as part of the system, and you can export or delete it whenever you decide.
Five to fifteen working days for most operators. The variables: how custom your pricing and routing logic is, how deep the integrations go (live dispatch write, calendar, financing), and how many channels launch on day one. A template-based, voice-plus-SMS repair flow sits at the fast end of that range.
Every action has a published credit price – a conversation turn, a dispatch lookup, a calendar write, an outbound text, a voice minute. A typical text-based intake-and-booking runs 8–15 turns; voice adds per-minute cost on top of the same flow. The pricing page itemizes every action.
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