As a business owner, we know that it can feel like you are juggling the tasks of multiple people, which is why we want to introduce you to the AI Team. This team is made up of specialized AI Team Members—each expertly crafted to support your business growth through analytics, marketing, customer service, and more.

You will have the ability to choose which team members to enable so that you have the power to decide what parts of your business to prioritize. Each member of the AI Team has complementary skillsets to bring you to that next stage of growth, and you will be able to incrementally add individual AI team members to scale.

You will see a new section in your Settings called AI Team. Here, you can view the AI Team Members that you have active. Currently, you aren't able to enable or disable specific team members.

To join the Beta waitlist for our AI Team, follow the steps below:

For now, Help AI and Analyst AI are in Beta and will be slowly rolled out for you to begin testing the capabilities.

Once you have access to an AI Team Member, a sparkle icon ✨ will appear in the top-right corner of your Housecall Pro web portal.

Click the sparkle icon ✨ to open your message thread with the AI Team Member.

You can also access your AI Team through Inbox in two places:

In Global Chat, you will also see it in both the All Comms view and the AI Team subnavigation.

Hire your AI Team today and focus on what matters most. Offload the busywork, discover new growth opportunities, and take action with proactive insights and personalized coaching.

What It Offers: Provides setup assistance, ongoing support, and tailored recommendations for your Housecall Pro account. It offers expert insights on maximizing HCP's potential.

Example Prompt: "How do I add an employee to Housecall Pro?"

What It Offers: Delivers business consultations with clear financial insights for data-driven decision-making. Keeps track of your cash flow and overall business finances.

Example Prompt: "Based on last quarter’s revenue, who’s my top-performing tech and how many jobs did they complete?"

What It Offers: Enhances your digital marketing and reputation management. Executes marketing campaigns that effectively capture attention and convert leads.

Example Prompt: "Can you help me create an email marketing campaign that will generate more bookings?"

What It Offers: Offers business guidance, advice on hiring, and problem-solving support. Helps with daily operational challenges.

Example Prompt: "What training resources for new hires do you recommend?"

What It Offers: Improves customer relations and streamlines operations. Provides support by answering calls, scheduling appointments, and managing customer communications when you're unavailable.

Example Prompt: "I need support handling a customer service call."

AI is a new and growing tool, and you might not get the results you're looking for every time. If you don't get a helpful response from an AI Team Member, follow these steps to reach out to a human on the support team.

There will be a button that says "Talk to a person" beneath the AI's reply if you get a default answer OR if you click the sad face to the right of "How was this?"

Clicking "Talk to a person" will automatically open the Blue Chat Bubble and begin a chat with a Customer Support Rep.

The benefit of clicking "Talk to a person" rather than opening the BCB yourself is that this will bring your conversation history with the AI Team Member to the Customer Support Rep. They will already know what questions you had and where the AI didn't give a helpful response.

To close your AI chat window, click the collapse (arrow) icon in the top right corner, under your profile picture or initials.