AI Voice Agents
Inbound answering, outbound follow-up, scheduling and after-hours coverage.
Learn more: AI Voice AgentsSOLUTION
A lead-response and follow-up system in three plans, designed to reduce missed opportunities and improve response speed.
2:14
VA
Valley Air Co.
Text conversation
- Missed call at 2:14 a.m.
Sorry we missed your call. This is Valley Air Co. Is your AC or heating giving you trouble? Reply here and we'll help right away.Sent 2:14 a.m., seconds after the call
AC quit tonight. House is getting hot.
Got it. Is the system blowing warm air, or not turning on at all?
Blowing warm air.
Thanks. The first opening is 8:00 a.m. today. Want me to book it?
Yes please.
You're booked for 8:00 a.m. A technician will text when they're on the way.
Summary for your team
- Booked: AC repair, 8:00 a.m.
- Issue: blowing warm air
- Source: missed call, text-back
- Next: dispatch confirms at 7:30 a.m.
THE PACKAGE
The Tavero Conversion System is for companies that already generate leads but lose too many of them after the phone rings. Calls roll to voicemail while CSRs are busy, web forms wait until the next morning, and estimates go out with no follow-up. Each of those gaps sends a homeowner to the next company on the list, often after you paid to get their attention. Three plans close those gaps, from instant text-back on every missed call to an AI front office that answers, qualifies and books, with CRM automation that follows up and reporting that shows where leads still slip.
On the AI Front Office plan, it works at the moments your team cannot cover. An AI voice agent answers overflow and after-hours calls, asks the qualifying questions your CSRs would ask and books into open slots. A website agent handles chats and form inquiries at any hour. Missed-call text-back, included on every plan, replies to anyone who hangs up before reaching a person. Leads route to the right person with a summary attached, and follow-up continues until the customer books or opts out. Urgent situations, such as a burst pipe or no heat in January, go to a person immediately.
Missed call6:42 p.m.
Text sent automatically, seconds later
Sorry we missed your call. How can we help today?
Water heater is leaking in the garage.
We can help. Pick a time that works for you:
Book a time
AI voice agent and/or website agent (AI Front Office plan)
We configure an AI voice agent, a website chat agent or both, depending on where your leads arrive. Each agent is built on your services, service area, hours, policies and booking rules, and introduces itself the way you choose. It answers common questions, collects job details and knows when to stop and transfer the conversation to a person.
CRM integration and lead qualification
Every conversation writes to your CRM with the caller's details, the problem described, its urgency and a short summary. Qualification questions are set with your team, such as system age, property type or whether an insurance claim is involved. Your CSRs open each lead knowing what the customer needs instead of starting the conversation over.
Lead routing and automated SMS/email follow-up
Leads are routed by service, location or urgency to the right person or team. Missed-call text-back replies within moments of an unanswered call. Unbooked leads and open estimates receive a timed sequence of texts and emails, written in your voice, that stops automatically when the customer books, replies or asks to be removed.
Appointment scheduling and performance reporting
Where your calendar or field-service software allows it, agents book, confirm and reschedule appointments directly, using your arrival windows and job durations. Monthly reporting shows answer rate, response time, appointments booked, escalations and follow-up results, with transcript examples so you can see how conversations are actually going.
FIT
Calls go to voicemail during busy hours or after hours
Web leads wait hours for a reply
Your team forgets to follow up on estimates
PROCESS
Week 1–2: Discovery
We audit your current marketing, lead handling and tracking, and agree on goals.
We review call logs, missed-call volume, voicemail habits, web lead response times and how estimates are followed up today. We listen to sample calls and gather your pricing rules, service areas and escalation policies. Together we decide which conversations the AI handles, which go straight to staff and how speed to lead and bookings will be measured.
Build & Launch
We configure the system, connect your tools and test every path before going live.
We write the agent's scripts and knowledge, connect it to your phone system, calendar and CRM, and build the routing and follow-up workflows. Your team reviews every script before launch. We run test calls and chats covering routine requests, emergencies, frustrated callers and off-topic questions to confirm each one is handled or escalated correctly.
Optimize Monthly
We review performance with you and improve what drives booked jobs.
Each month we review transcripts, booked appointments, transfers and leads that did not convert. We update answers, tighten qualification questions and adjust follow-up timing based on what customers actually do. You receive a report with the numbers and real examples, and any change to how the agent speaks or escalates is approved by you first. Monthly AI review and tuning is part of AI Front Office. Convert & Follow Up includes a quarterly check-in and optimization call, and Never Miss a Lead includes email and ticket support with next-business-day replies.
THREE PLANS
Most home-services companies don't have a lead problem. They have a response problem. Pick the plan that matches where leads slip away today: missed calls, weak follow-up, or a front office that can't keep up.
Plan 01
Never Miss a Lead
One-time setup fee (waived on annual billing)
For businesses losing jobs to missed calls and slow replies.
2 users, unlimited contacts. Email and ticket support, with replies by the next business day.
Plan 02
Most popularConvert & Follow Up
One-time setup fee (waived on annual billing)
For businesses that get leads but don't follow up or close consistently.
3 users, unlimited contacts. Email and ticket support (next-business-day replies), plus a quarterly check-in and optimization call.
Plan 03
AI Front Office
One-time setup fee (waived on annual billing)
For businesses that want every call and chat answered, day or night.
5 users, unlimited contacts. Priority support, plus monthly AI review and tuning: we review your call and chat transcripts and update the AI's prompts and knowledge base.
Annual billing saves 2 months and waives the setup fee. Calls, texts and email are billed by usage. See how usage works.
Missed-call cost calculator
Missed-call cost calculator
What could missed calls be costing you?
Enter your own numbers. Nothing is pre-filled because every business is different.
Estimated revenue at risk per month
$0
Fill in all four fields to see an estimate based on your own numbers.
Results are published here as they are verified with our clients.
BUILT FROM
AI Chat & Website Agents
Website chat that answers questions, qualifies visitors and books appointments.
Learn more: AI Chat & Website AgentsSales Automation
Speed-to-lead workflows, missed-call text-back and follow-up tasks.
Learn more: Sales AutomationFAQ
The plan covers the platform. Calls, texts, email and AI chat are billed by usage from a prepaid wallet, so you only pay for what you use. AI voice minutes are included on AI Front Office, under fair use.
We connect your phone number, Google Business Profile, payments and website, and build your follow-up workflows. On AI Front Office, we also train your AI agents on your services, hours, pricing and common questions. The setup fee is waived on annual plans.
No long-term contracts. Every plan has a 3-month minimum, then runs month to month; after that, cancel with 30 days' notice. Annual billing saves 2 months and waives the setup fee. If you cancel an annual plan early, the waived setup fee becomes due and is deducted from any refund (after the 3-month minimum, we refund the full months remaining after your 30-day notice, minus the setup fee).
Your plan includes the Tavero platform: CRM, inbox, booking, automation and reporting in one place. If you already use field-service software, we can connect it through our Systems Integration service.
Yes. You can forward your existing number to the platform, or we can move it over for you.
Yes. Moving to a higher plan adds the new features to your existing account, so nothing is rebuilt.
No. It covers the calls your team can't get to: overflow, lunch breaks, nights and weekends. It hands complex or urgent calls to your team.
Contacts are unlimited on every plan. Never Miss a Lead includes 2 users, Convert & Follow Up includes 3, and AI Front Office includes 5. Extra users can be added to any plan.
Convert & Follow Up is the most popular plan, because most companies already get leads and lose them in the follow-up. If missed calls are the bigger problem, AI Front Office adds the voice and chat agents that answer and book. We recommend a plan on your free audit call, and you can move up later without rebuilding anything.
In many cases, yes. AI voice agents can work with your existing numbers through call forwarding or your phone provider, and we connect to supported CRMs, calendars and field-service platforms through native integrations, APIs or webhooks. We confirm exactly what is possible during discovery, before any build begins, and recommend alternatives if a connection is limited.
Tell us about your goals and we'll recommend where to start.