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Automation Case Study

Nonstop Automation2:59

Transcription

So, check this out. I wanted to share a really cool little case study that I found today.

Okay, so here's what happened. They called in and they scheduled an appointment. But the cool thing is is that they called back 7 minutes later and this was the conversation that it had, right? So, this guy needed to update his appointment and it just handled it super super efficiently. And you could tell he was like a little skeptical like he knew he was talking to like an AI. Like I mean listen, it's it's pretty hard to confuse people nowadays that they're talking to an AI, but like um if it's a good AI, it it doesn't really matter, right? And the AI really handled this situation perfectly. So take a listen to exactly uh you know what happened here.

>> Hello and thank you for calling Crown Plumbing. I am here to help you schedule your service appointment. Could I start by getting your first and last name, please?

My first name is and my last name is And

>> by the way, I'm going to speed this up a little bit to 1.5.

>> Thank you, Zachary Roth. I have your name on file. I also have your email as.com. I have your phone number as 81797. Is this the best number to reach you at?

>> Yes.

>> Great. Thank you for confirming. I also have your address as San Jose, California 95125. Is this the address where you need service?

>> Yes. I'm calling about the existing appointment at that address.

>> Okay, so this is pretty cool, right? He says, I'm calling about the existing appointment at that address. And look how the AI handles this.

>> I see you have an appointment scheduled Crown Monday, March 2nd at 9:00 a.m. for drain cleaning. Would you like to reschedule, cancel, or schedule something new?

>> I wanted to provide more details about that appointment.

>> Absolutely. Please go ahead and share any additional details or concerns you have about your upcoming drain cleaning appointment. I'll make sure to note them for the team. The appointment is at apartment number four.

>> Thank you for letting us know the appointment is for apartment number four. I'll add that detail to your appointment notes for the team. Is there anything else you'd like us to know about your upcoming service or is there anything else?

>> Thank you for calling Crown Plumbing, Zachary. We have your appointment details updated for apartment number four. Have a great day.

So, I mean, it just handled that perfectly, right? So, such a great uh example. This is what's happening uh behind the scenes. AI and the API is basically, you know, sending things to Service Titan in this case. So, you can see that he came in and we stopped the bot, right? Because you don't want the AI to now continue to talk to this person if he texts back. Now, he's a highv value customer. He's already got a job on the books and it's always our recommendation to to turn the bot off at this point. And he got this message right away and then it sent an email a little bit about us. So, if you take a look at right here, right, this welcome funnel where it's kind of like introducing the rep, a little bit about the company, confirming the appointment. It's now waiting to see what's going to happen. And whatever happens next is going to be triggered through the API.