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Automation Intel

The system is telling you what to build next.

Intel Agent watches calls, quotes, memberships, dispatch and attribution from every other agent, 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 to 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 average 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 to 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