CSR AI
This product is currently in Beta and is only available to a limited number of Pros. Join our AI waitlist now.
What is CSR AI?
CSR AI is an AI-driven customer support solution that answers your business calls, engages with your customers, and provides excellent support to their needs in real-time. Whether it’s answering common questions, providing empathy, asking for more details, or booking jobs (coming soon), CSR AI acts as your reliable virtual assistant.
How does it work?
When customers call your company, CSR AI will answer these calls for you, provide them with a great experience, while you reclaim your time and focus on providing excelent services and growing your business. CSR AI uses your own settings such as business name, company description and more to be able to answer various questions from your customers during calls.
Where can I view calls CSR AI handled for me?
You can view the CSR AI calls by clicking 'Inbox' from the Housecall Pro navigation bar at the top of your screen, navigating to 'HCP Assist', and selecting 'Call log' from the menu on the left.
Once you select a call from your Call Log, the call details view will appear on your screen where you can easily see the customer information, a summary, and urgency of the call, all provided by CSR AI.
CSR AI FAQs
What data does CSR AI use?
CSR AI taps into your business settings to provide personalized assistance. It uses details like your business name, industries served, services offered, contact information (website, email, legal name), company description, hours of operation, service area, and payment options to deliver tailored support.
Coming soon: CSR AI will also recognize the right line items for customer requests and check your technicians' availability to schedule jobs directly on your calendar!
Are more features coming to CSR AI in the near future?
Absolutely! While CSR AI currently focuses on answering calls, exciting updates are on the way. Soon, it will also:
Handle your chat and SMS interactions.
Book jobs directly on your calendar.
Transcribe and summarize all of your calls.
Suggest follow-up actions.
And so much more!
Stay tuned for these enhancements designed to make running your business even smoother.
Is my data shared with any third party?
For details about how your data is handled, please visit our privacy page. It has all the information you need about data sharing and protection.
Do I need to disclaim that my customer is talking with CSR AI?
No need to worry—CSR AI introduces itself as "AI" at the beginning of the call, ensuring transparency with your customers from the start.
How do I enable CSR AI?
Setting up CSR AI is fast and straightforward. In just a brief 15-30 minute call with our team, we’ll handle the configurations and assist you in forwarding your phone number. We offer flexible forwarding options, including full-time answering, rollover, and nights and weekends coverage. Getting started with CSR AI couldn’t be simpler.
How can I view CSR AI phone conversations, and what if it can’t book a job for a customer?
To view CSR AI phone conversations:
Open the Inbox in your HCP dashboard.
Select HCP Assist from the menu.
Click on Call Log to see all calls.
If CSR AI can’t book a job, you’ll be notified via text and your inbox. Simply call the customer back to complete the booking!
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.