AI Receptionist for HVAC Firms
Summary
Freelancer Client is hiring: AI Receptionist for HVAC Firms.
Location: Remote
I need a complete, voice-driven AI receptionist that HVAC companies across the United States can rely on to field routine calls. Using Retell AI for natural-sounding conversations and Make.com (plus whatever other tech stack you recommend), the assistant must:
Answer and resolve common customer inquiries on the first call
Securely schedule service calls on the technician calendar
Send automated appointment reminders by SMS
The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan.
Skills: PHP, Ruby on Rails, CRM, Salesforce.com, Salesforce App Development, AI (Artificial Intelligence) HW/SW, API Integration, AI Chatbot Development, AI Development, AI Agents
Budget: $1500–$12500 USD
Source: Freelancer Client via Remote / Online. Apply on the source website.
Original
I need a complete, voice-driven AI receptionist that HVAC companies across the United States can rely on to field routine calls. Using Retell AI for natural-sounding conversations and Make.com (plus whatever other tech stack you recommend), the assistant must:
• Answer and resolve common customer inquiries on the first call
• Securely schedule service calls on the technician calendar
• Send automated appointment reminders by SMS
The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan.
Deliverables I expect:
1. A working AI call-flow built in Retell AI, fully trained on HVAC-specific FAQs and troubleshooting prompts
2. Automated Make.com scenarios (or equivalent) that handle calendar booking, reminder dispatch, and CRM handoff
3. Clear deployment documentation and a quick-start video so each new HVAC company can onboard the receptionist in under an hour
4. A brief testing log proving that call scheduling, inquiry handling, and reminder triggers function end-to-end
If you have prior voice bot or HVAC service experience, that’s a big plus—please mention it along with your estimated timeline and cost
Location & Details
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