Live calls

Roofing AI Call Assistant for Live Estimate Delivery

Keep the call moving while the platform prepares deliverables and follow-up tasks.

Built for teams focused on conversion and speed during every customer interaction.

Response speed

immediate in-call support

Conversion focus

less waiting

Post-call clarity

cleaner handoffs

Consistency

reduced missed requests

Enable live call assistantOpen live-call assistant

Why this page

Improve conversion and consistency by turning calls into immediate claim progress.

  • Understand caller intent during active calls.
  • Generate deliverables in context.
  • Create post-call summaries with next actions.

Document excerpts

Production-ready document templates for internal review and client-facing rollout:

Live call document handoff (sample)

Live call event

In-call estimate request detected

Customer asks for replacement scope and price range while on active call.

Action:Generate live estimate + send SMS in 90 seconds
Delivery:SMS + follow-up task created
Post-call:Auto-notes + owner assignment

In-call support

Identify what to do next from the live conversation.

  • - Intent-driven action suggestions
  • - Job context retrieval
  • - Message channel routing

Live documentation

Prepare and send documents when requested.

  • - Estimate and supplement generation
  • - Document channel delivery
  • - No manual tab switching

Follow-up continuity

Capture notes and tasks immediately after call close.

  • - Automatic transcription
  • - Action item extraction
  • - Task queue creation

Frequently asked questions

Can we disable AI suggestions?

Yes, team controls and roles determine what is suggested or sent.

Do clients see AI involvement?

The workflow stays team-controlled and output-led.

Can we still review before send?

Yes, key sends can remain approval gated.

How are calls logged?

Call and action logs are tied to each job record.

Does this work with external integration?

The workflow supports internal and configured communication pathways.