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AI agent for electricians

Service Call Triage Agent

Calls booked with likely cause, urgency and parts known

Service Call Triage Agent: what goes in, what the agent does and what you get

What it does

Customers describe problems in their own words, and a vague call means a wasted trip or the wrong parts. This agent reads the description and asks follow-up questions by text, such as photos of the panel or the leak. It narrows the likely causes using past jobs. If more than two causes remain, it asks more questions. Danger signs like a burning smell or gas trigger safety instructions and immediate escalation to the tech. It then suggests urgency, parts to bring and appointment length. The tech or dispatcher approves the booking. Edge case: if the customer cannot send photos, it asks simple yes or no questions instead of guessing.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Request arrives 2 DOES Read description 3 CHECKS THE RESULT Is the request free of danger signs like burningsmell or gas? If not: send safety instructions and escalate to thetech at once. Back to step 2. 4 USES A TOOL Ask follow-up questions and request photos 5 CHECKS THE RESULT Is the likely cause narrowed to two or fewer? If not: ask more questions. Back to step 4. 6 DOES Suggest urgency, parts and time 7 YOU APPROVE Tech or dispatcher books 8 RESULT Booked call
Read the steps as a list
  1. Request arrives
  2. Read description
  3. Is the request free of danger signs like burning smell or gas?If not: send safety instructions and escalate to the tech at once. Back to step 2.
  4. Ask follow-up questions and request photos
  5. Is the likely cause narrowed to two or fewer?If not: ask more questions. Back to step 4.
  6. Suggest urgency, parts and time
  7. Tech or dispatcher booksThe agent waits here for your OK.
  8. Booked call

How it decides

Causes are narrowed by answers. Danger signs escalate immediately.

  • Danger signs escalate
  • Two or fewer causes
  • Past jobs checked

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Question sets
  • Urgency rules
  • Parts lists
  • Booking system

What keeps you in control

It always asks you first

  • Dispatcher books
  • Tech confirms parts

Hard limits

  • Never tells customers to do electrical or gas work
  • Escalates danger

It stops when

  • Done: booked
  • Stop: customer declines

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA customer texted on Saturday that 'half the house has no power.' No danger signs were reported. The first answers left three possible causes, so the check failed and the agent asked for a photo of the panel. It showed a tripped main on one leg. The agent suggested a 2-hour slot and a 200-amp main breaker, and the dispatcher booked Monday at 8 am.

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