Skip to content
Back to Root and Run showcase

DemoNorthStar HVAC, a fictional business with sample data

Build this
AI assistant

AI intake assistant

AI lead qualification: turns a plain description like 'AC stopped cooling yesterday' into a structured, prioritized service request. NorthStar HVAC is a fictional business, and the urgency rules below are its own.

  • Understands the problem
  • Flags urgency
  • Sends your request to the team

Chat with the AI intake assistant

Replies in seconds, using live business data

Assistant:

Hi, this is the NorthStar HVAC intake assistant. Tell me what is going on with your heating or cooling, where the home is and how soon you need someone. If you smell gas, leave the home and call 911 or your gas utility first. For emergencies you can also call (303) 555-0199.

Demo assistant running locally. No external AI service.

How it decides

Your words are read locally. NorthStar's own rules set the priority.

The assistant reads the message into facts: service, problem, urgency, property and ZIP code. The same rules that score website requests then set the priority, the tags and the diagnostic fee, on the server.

  • No cooling in a heat wave

    No cooling is urgent from June to August, and in spring or fall when it is 85 degrees or more indoors. At 95 degrees, or with an infant or older adult at home, it becomes an emergency.

  • No heat in winter

    No heat is urgent from November to March, and in spring or fall when the house is 62 degrees or colder. Freezing weather, a winter house at 62 or below, or a cold house with a vulnerable person at home makes it an emergency.

  • Gas, smoke or CO alarm

    Always an emergency with a safety callout: leave the home and call 911 or the gas utility first. Emergencies outside hours add a $120 dispatch fee.

  • Leaks, new noises, short cycling

    Booked this week: water can damage ceilings, and a new bang or squeal usually means a part is failing. A blank thermostat is treated the same way.

  • 15 years or older

    Tagged as a replacement candidate so the technician prices repair and replacement side by side.

  • Outside the service area

    Still accepted, but flagged out of area so dispatch confirms coverage before booking. Replacements and commercial work lose less priority, because they are worth the drive.

For the office

Turn a voicemail into a job

Paste a voicemail transcript, an email or a text. Review the structured request, add the contact details and create it: it lands on the job board at stage New.

Prefer a form? Request Service or open the job board.