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Automation Intel

The system is telling you what to build next.

Intel Agent watches every other agent — calls, quotes, memberships, dispatch, attribution — and surfaces the patterns worth automating.

Active Agent
Intel Agent
Synthesizing signals from Voice, Chat, Dispatch, Estimating, Follow-Up, Membership, Attribution.
LEARNING

Signals Detected

Patterns the system noticed this week

23%
of missed calls happen between 6–8 PM
Extend Voice Receptionist priority routing into the evening block and route to on-call tech.
Source · Voice ReceptionistAdd to roadmap
40%
recovery rate on the current win-back sequence
Add a second win-back touch at day 45 with a service-credit offer — projected +18% lapsed recovery.
Source · Membership AgentAdd to roadmap
95% vs 68%
Emergency/No-Cool calls book far above routine
Ember-tier leads should trigger instant callback + tech pre-brief before ETA is even sent.
Source · Dispatch AgentAdd to roadmap
2.1×
Google Ads converts higher than Facebook
Reallocate ~15% of monthly ad spend from Meta into Google LSA and branded search.
Source · Attribution AgentAdd to roadmap
41s
average SMS response time — competitors avg 6m
Publicize "Text us — 1-minute reply guaranteed" on landing page. Expect +12% chat-to-booking.
Source · Chat Triage AgentAdd to roadmap
1 in 4
post-job customers accept membership on first ask
Trigger a 2nd membership offer at day 14 tied to seasonal tune-up window — projected +9pt attach rate.
Source · Follow-Up AgentAdd to roadmap

Recommended Automation Roadmap

Prioritized by Impact × Ease

Ready to Build
Cleared to ship this sprint
3 items
AI Photo Estimator (Flagship)
Flagship
Tech snaps condenser + panel photos; Estimator Agent returns priced Good/Better/Best in 18 min.
Impact 92% × Ease 80%
74
Evening Voice Overflow Routing
Extend Voice Receptionist priority window to 6–8 PM to close the missed-call gap.
Impact 78% × Ease 95%
74
Day-45 Win-Back Touch
Second Membership Agent nudge with $25 service credit for lapsed members.
Impact 72% × Ease 90%
65
Recommended Next Quarter
Sequenced after flagship ships
3 items
Full Dispatch Route Optimization
Live traffic + tech skill + parts-on-truck constraint solving across the full day board.
Impact 85% × Ease 65%
55
Quarterly Strategy Retainer Reporting
Auto-compile owner-facing PDF: ARR, attribution, agent hours saved, next-90-day plan.
Impact 70% × Ease 82%
57
Ember-Tier Instant-Callback SLA
Emergency leads get 60-second callback + pre-briefed tech dispatch in one motion.
Impact 88% × Ease 74%
65
Future Opportunity
Longer horizon — collecting more signal
3 items
Predictive Maintenance Alerts
Equipment age + install-date data forecasts failures ~30 days out and pre-books tune-ups.
Impact 90% × Ease 55%
50
Seasonal Demand Chatbot Triage
Auto-scales chat capacity + escalates heat-wave surges with pre-approved pricing bands.
Impact 76% × Ease 58%
44
Voice-of-Customer Sentiment Loop
Follow-Up Agent parses review + call transcripts, flags tech coaching moments weekly.
Impact 68% × Ease 62%
42

Roadmap Status

The next three items are queued to ship inside 14 days.

Intel Agent re-scores this roadmap every night from live signals — the priority list you see here is what's actually next in the build queue, not a wishlist.

Roadmap Synced