Calls analyzed
More revenue per call
Manual tagging needed
Opportunity alerts
🔍 AI DETECTED:
Customer mentioned 'water heater' but booked AC repair
✓ ACTION TAKEN:
Tech offered water heater inspection, upsold $1,800 replacement
$1,800
🔍 AI DETECTED:
Customer said 'estimate' 3 times, never said 'when can you come'
✓ ACTION TAKEN:
CSR sent financing options, customer booked same day
$3,200
🔍 AI DETECTED:
Customer frustrated tone, mentioned competitor twice
✓ ACTION TAKEN:
Manager called personally, saved account worth $12K/year
$12,000
🔍 AI DETECTED:
Called at 9pm Friday, urgent tone
✓ ACTION TAKEN:
Quoted emergency rate, customer agreed immediately
$850
Mentioned urgency/emergency, ready to book
Mentioned multiple services, replacement not repair
Asked about price multiple times, vague timeline
Negative tone, mentioned bad experience
Phone number matches existing customer
Mentioned another company by name
Mentioned building, new home, installation
Asked about regular service, annual tune-up
💰 Customer mentioned 'furnace' - Cross-sell opportunity
SUGGESTED ACTION:
Suggest HVAC inspection add-on
🔥 Urgency detected - Customer needs service today
SUGGESTED ACTION:
Offer emergency slot, premium pricing
😤 Negative sentiment - Customer frustrated
SUGGESTED ACTION:
Transfer to senior CSR or manager
🎯 Competitor mention - 'I called ABC Plumbing first'
SUGGESTED ACTION:
Highlight your advantages, offer better deal
💳 Price hesitation - Asked about cost 3 times
SUGGESTED ACTION:
Mention financing options
⭐ Repeat customer - Called 6 months ago
SUGGESTED ACTION:
Reference past service, loyalty discount
Customer called about noisy AC
RECOMMENDATION:
Standard appointment, no rush
Customer yelling about no heat in winter
RECOMMENDATION:
Emergency dispatch, manager follow-up
Customer asking for estimates
RECOMMENDATION:
Send pricing, no high-pressure sales
Customer praising past service
RECOMMENDATION:
Ask for review, offer referral bonus
❌ ISSUE:
CSR interrupting customers
🔍 FOUND:
AI detected 12 interruptions per call
💡 COACHED:
Showed call examples, reduced to 2 per call
❌ ISSUE:
Not mentioning financing
🔍 FOUND:
Only 20% of calls mentioned payment options
💡 COACHED:
Automated reminder when customer hesitates on price
❌ ISSUE:
Weak closing
🔍 FOUND:
CSRs saying 'let me know' instead of booking
💡 COACHED:
Flagged weak closes, trained on assumptive close
AI listens to every call as it happens. Detects keywords, tone, urgency. Flags opportunities and risks. Pops alerts to CSR during call. Analyzes sentiment in real-time.
Automatically tags calls by type, urgency, opportunity. No manual work. Hot lead, price shopper, emergency, upsell - all tagged. Sort and filter easily. Perfect for follow-up.
AI spots cross-sell chances. Detects when customer mentions other services. Flags high-value opportunities. Alerts tech in the field. Suggests relevant add-ons based on conversation.
Measures customer emotions: happy, frustrated, angry, calm. Flags calls needing manager attention. Identifies service recovery opportunities. Helps prioritize callbacks. Improves customer experience.
Track individual CSR performance. See close rates, call handling time, customer satisfaction. Identify top performers. Find coaching opportunities. Compare across team.
AI predicts if call will convert. 'High likelihood to book' vs 'Low intent'. Helps prioritize follow-up. Identifies calls needing manager. Forecasts pipeline.
Flags when customer mentions competitors. Tracks which competitors mentioned most. Analyzes what customers say about them. Helps refine competitive positioning.
Identify common customer questions. See what services mentioned most. Track seasonal patterns. Spot emerging issues. Optimize marketing messaging.
"AI caught 23 upsell opportunities in one month that we completely missed. Customer mentioned 'furnace' on an AC call - tech got the alert, inspected furnace, sold $6,500 replacement. Paid for itself 100x over."
Mike Patterson
Owner, Patterson Heating & Cooling