About this agent
Built with an auto glass shop whose leads arrive by text at all hours — qualifying windshield repairs meant asking for damage photos before anyone could quote.
Leads don't keep business hours, and the first shop to respond usually wins. But responding well takes more than an autoresponder: a real qualification asks what happened, where, gets a photo of the damage, and tells the customer what happens next — the back-and-forth that used to wait for morning.
This agent runs that conversation 24/7. It answers the inbound text, asks the qualifying questions you'd ask, collects photos, and assembles the lead — then creates the client, job, and task records behind your approval gates and hands the quoting to your team with everything attached. Built for auto glass, it generalizes to any trade where the first question is "can you send me a picture?"
What it actually does
Trigger: SMS received / request created
- 1
Answers the text
sms_receivedReplies within seconds, any hour — the response-time race is won before a human wakes up.
- 2
Asks your qualifying questions
qualify_leadWhat happened, where, vehicle or property details — the script is yours, the patience is infinite.
- 3
Gets the pictures
collect_photosRequests and receives damage photos so the quote starts from evidence, not description.
- 4
Creates the records — with approval
create_clientClient, job, and follow-up task drafted behind your approval gates; SMS replies it sends are gated the same way you configure.
- 5
Hands off for the quote
escalate_to_teamYour team gets the assembled lead — conversation, photos, records — ready to price.
What you get
Qualified leads with photos and records attached, assembled while you slept — and a customer who got answered in seconds, not hours.
A run, as you’d see it
Agent runs land on a timeline — what fired, what the agent found, and the action waiting for a human. This is that screen.
SMS received
11:42 PM · new number
Details
Lead
Windshield crack — 2022 F-150
Summary
Qualified the lead over six messages: rock chip spreading into a 10-inch crack, driver side. Collected two photos. Drafted client + job records and queued an estimate task for the morning.
Creating clients, jobs, tasks, and sending SMS are all approval-gated in the template — you choose which of those it may do unattended as trust builds.
By trade
Same agent, configured to how your vertical actually works.
The original build: damage photos and vehicle details collected before quoting.
Storm leads triage with address and photo collection while the storm is still on the radar.
A photo of the spring or opener model number saves a diagnostic trip.
Questions, answered
Will customers know they're texting an AI?
It doesn't pretend otherwise, and at 11 PM nobody minds — they mind not being answered. The conversation is helpful, brief, and ends with a clear next step from your team. Full transcripts live in the run log.
What can it actually create in my account?
Clients, jobs, tasks, and outbound SMS — each gated by approval permissions in the template. Day one, most shops approve everything; within a few weeks, routine record creation usually goes unattended while messaging stays gated.
We're not an auto glass shop. Does the photo flow still apply?
Anywhere a photo changes the quote — roof damage, garage door springs, water stains, broken glass of any kind. The qualifying script is configured to your trade during setup.