Enterprise DNA

Trades and home services · Worked example

Quote request intake for an electrician

Turns vague website enquiries into proper quote requests with photos, scope and a booked site visit.

Web chatEmail Lead captureBookingYour knowledge
Build this for my business → Read the conversation

The problem

"Can you give me a price for some lights?" is not enough to quote from. Going back and forth by email to get the detail wastes a lot of evenings.

How it works

  1. Chats with the visitor on the website or replies to the enquiry email
  2. Asks the scope questions the electrician uses for each job type
  3. Collects photos of the switchboard or area
  4. Explains the call-out fee and quote process from the business's own policy
  5. Books a site visit when one is needed, or sends the enquiry for a desk quote

What it connects to

  • Job management software
  • Email
  • Calendar
  • Website
Sample email thread
  1. VisitorHow much to put in some LED downlights?
  2. AgentHappy to get you a quote. Roughly how many lights, and which rooms?
  3. VisitorAbout 12, across the lounge and kitchen.
  4. AgentThanks. Is there ceiling space above those rooms, or is it a flat roof? A photo of your switchboard helps too.
  5. VisitorCeiling space. I'll upload a photo.
  6. AgentGreat. With that, the team can quote from the photos, and you'll have a price by email within two working days.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
Coming soon

Live demo of this agent

A demo version of this agent is on our list to set up. Until then, book a call and we will walk you through it with your own scenarios.

Call the demo Chat now

Related examples

More like this one.

Trades and home services

Missed-call catcher for a plumbing business

Answers the phone when the plumbers are on the tools, books the job and texts the details to the right person.

VoiceSMS
See how it works → Mortgage broking

Application checklist chat for a mortgage broker

Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.

Web chatEmail
See how it works → Education and training

Enrolment assistant for a training provider

Answers course, date and fee questions from the course database and walks people through enrolling.

Web chatEmailYour data
See how it works →

Browse all 36 examples →

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

Book a discovery call →