AI appointment setter for home-improvement sales teams
An AI appointment setter calls each new web lead within about a minute, asks the questions your sales team would ask, scores the lead A, B or C, and books qualified leads on your calendar. Lily, our AI assistant, does this for home-improvement companies and says she is an AI.
Live today by email and AI voice. Texting is coming soon, pending carrier registration.
Why the setter has to be fast, not just polite
higher odds of qualifying a lead at 5 minutes than at 30 minutes.
Lead Response Management study, 2007contractors receive the same shared lead from Angi or HomeAdvisor.
NextPhone, Angi leads for contractorsThe A / B / C rubric
Every lead is scored from the form fields first (about eight seconds) and again after the call. You set the weights and the cut-offs. This is the default rubric for an in-home sales company:
| Signal | What Lily checks | A | B | C |
|---|---|---|---|---|
| Urgency | Timeline words on the form, answer to "when would you like this done?" | This month, or a problem (leak, no heat, can't use the tub) | 1 to 3 months, "getting quotes" | "Someday", research only |
| Fit | Is the request something you sell and install? | Core service | Adjacent, needs a human look | Not a service you offer |
| Service area | ZIP against your service map, drive time against your buffer | Inside the map | Edge, surcharge zone | Outside |
| Valid mobile | Carrier lookup, mobile vs landline, number reachable on the call | Mobile, answered | Landline, or voicemail | Invalid, VoIP burner, disconnected |
| Budget signals | Owns the home, both decision-makers available, financing interest, project scope | Owner, both available | Owner, one available | Renter, or landlord not involved |
Lily never asks for a budget number and never quotes one. "Budget signals" means ownership, scope and who decides, not dollars.
What each tier triggers
- Tier A: Lily offers open calendar slots on the call and books one. You get the summary, the recording, and a calendar event with the lead's answers in the notes.
- Tier B: Lily confirms details and tells the lead a team member will follow up. A task lands in your CRM or inbox with the transcript.
- Tier C: A polite email, no booking, a log entry you can review. Spam and test entries never reach your team.
Only real openings, only inside your rules
Reads your calendar live
Google Calendar, Microsoft 365, or the calendar inside your CRM. Lily offers two or three real open slots, never a time that is already taken.
Your windows and buffers
Appointment hours, days off, minimum notice, travel buffer by ZIP, max appointments per rep per day. If nothing fits, she collects preferred times and your team confirms.
Confirmations and reminders
A confirmation email goes out at booking. Reminder texts will follow once carrier registration is done. Reschedules come back through the same number.
A sample qualifying call, start to booked
Window replacement lead, 10:41 am on a weekday, consent box checked. Lily's lines come from the script you approved.
Lily: "Hi Priya, this is Lily, an AI assistant for Summit Windows. You just asked about replacing some windows. This call may be recorded. Is now an OK time for two quick questions?"
Priya: "Yes, quickly."
Lily: "Thanks. About how many windows, and is this your own home?"
Priya: "Six, and yes, we own it."
Lily: "Perfect. The free in-home estimate takes about an hour, and our consultant will want both of you there if there are two of you deciding. I have Wednesday at 4 pm or Saturday at 10 am open. Which works?"
Priya: "Wednesday. What does it cost roughly?"
Lily: "Pricing depends on the windows and the install, so Dan will go over exact numbers at the visit. You're set for Wednesday at 4. You'll get an email confirmation in a moment."
What Lily never does
- Never invents an open slot. If the calendar is full she says so and takes preferred times.
- Never promises a price, a discount, or a finance rate. Pricing belongs to your rep.
- Never pretends to be a person. She says she is an AI in the first sentence.
- Never calls without consent, outside 8 am to 8 pm local, or more than twice in 24 hours.
- Never argues. "Not interested" ends the call politely and is logged.
Where this fits
Industry scripts: bath remodel, roofing, HVAC, solar, walk-in tubs. Connect your forms on the integrations page.
AI appointment setting, answered
What does an AI appointment setter actually do?
It calls a lead who just asked for contact, asks the qualifying questions your sales team would ask, scores the answers, and offers real open times from your calendar to the leads that qualify. Lily does this in about 60 seconds from the form, says she is an AI, and sends you a summary and recording of every call.
How does the A/B/C scoring work?
Five signals: urgency, fit for what you sell, service area, a valid mobile number, and budget signals. Each is scored from the form fields and the call answers. A-tier leads are booked, B-tier get a follow-up task for your team, C-tier get a polite email and a log entry. You set the thresholds.
Will it double-book or book outside my hours?
No. Lily reads your connected calendar and only offers slots that are actually open, inside the appointment windows you set, with your travel buffer. If nothing is open she takes the lead's preferred times and your team confirms. She never invents an opening.
Can it set the two-homeowner rule for in-home sales?
Yes. For bath, window, roofing and solar dealers the script can ask whether both decision-makers can be present and book only when the answer is yes, or book anyway and flag it. It is your rule either way.
What happens if the lead wants a person?
Lily stops the script, says someone from your team will call, and sends an alert with the transcript so far. Anyone can also opt out at any point and the number is blocked for your business immediately. Details on the compliance page.
See it on your own leads.
15-minute call with a real person. Or have Lily, our AI, call you first.