How HeritageAi Works
Your AI-powered receptionist handles customer calls and chats 24/7, so you can focus on what you do best—serving your customers.
From Setup to Success in Four Steps
Getting started with HeritageAi is simple. Here's how it works.
Set Up Your Assistant
Customize your AI receptionist with your business information, services, pricing, and key contacts. Tell it about your hours, service areas, and how you want it to handle different types of customer requests.
- •Add your business details and service offerings
- •Configure your key contacts and team members
- •Connect your calendar for scheduling
- •Test your assistant and tweak settings from the dashboard
Connect Your Channels
Forward your business phone number to your HeritageAi phone number, and add the chat widget to your website. Your AI receptionist is now ready to handle customer inquiries through multiple channels.
- •Get your dedicated HeritageAi phone number
- •Add the chat widget to your website
Your AI Handles Customers
Your AI receptionist answers calls and chats 24/7, providing information about your services, answering common questions, and scheduling appointments. It sounds natural and professional, representing your business perfectly.
- •Answers questions about services and pricing
- •Books appointments on your calendar
- •Captures customer details and request information
Review and Improve
Access your dashboard to review all customer interactions, listen to call recordings, read chat transcripts, and track caller sentiment. Use these insights to improve your service and grow your business.
- •Access call recordings and chat transcripts
- •Track customer inquiries and sentiment
- •Refine your AI's responses over time
What Your Customers Experience
From your customer's perspective, it's seamless and professional.
Phone Calls
When a customer calls, they hear a friendly, professional voice that answers their questions, provides pricing information, and books appointments—just like talking to a real receptionist.
Website Chat
Website visitors can instantly chat with your AI assistant, getting immediate answers to their questions without waiting for a callback or filling out a form.
Instant Scheduling
Customers can schedule appointments on the spot, with the AI checking your real-time availability and sending calendar invites automatically.
Real Conversation Examples
See how HeritageAi handles common customer interactions.
HVAC Emergency
Customer: "My AC just stopped working and it's 95 degrees!"
AI: "I understand this is urgent. I can schedule a technician to come out today. What's your name, email address, phone number and address?"
Customer: "My name is Carol. My email is [EMAIL_ADDRESS] and my phone number is 555-555-5555. My address is 123 Main Street, Marietta"
AI: "Perfect. I have availability at 2 PM and 4 PM today. Which works better for you?"
Pricing Question
Customer: "How much does it cost to replace a water heater?"
AI: "Water heater replacement typically ranges from $1,200 to $2,500 depending on the size and type. We'd need to assess your specific situation. Would you like to schedule a free estimate?"
Customer: "Yes, that would be great."
AI: "Wonderful! I have availability this Thursday at 10 AM or Friday at 2 PM. Which day works better for you?"
Service Hours
Customer: "Are you open on weekends?"
AI: "Yes! We're open Monday through Friday 7 AM to 6 PM, and Saturday 8 AM to 4 PM. We're closed Sundays but available for emergency calls 24/7."
Customer: "Great! Do you serve Roswell?"
AI: "Absolutely! We serve all of Metro Atlanta including Roswell. What type of service do you need?"
Ready to Get Started?
Join Metro Atlanta's trades businesses who are already using AI to handle customer calls and grow their business.