Turn bath remodel leads into live conversations with your design team.

Know which project it is before a designer drives out

A walk-in tub for a parent who can't step over the tub edge anymore and a full primary-bath remodel come through the same form. Your team handles them differently, and often with different urgency.

The AI Agent asks which project it is and why, and the rep it transfers to hears the answer first. When a son or daughter calls about a parent, it can ask whether the parent will be at the consultation.

What the AI Agent asks a bath remodel lead

You write the qualifying questions, and the AI Agent asks the ones the lead’s form didn’t already answer. Here’s a starting set bath remodelers use:

• 1 Are you thinking about a full remodel, a tub-to-shower conversion, or a walk-in tub?
• 2 Is there a safety or accessibility reason for the project?
• 3 Do you own the home?
• 4 When are you hoping to have the work done?
• 5 Is anyone else part of the decision, and could they be at a consultation?

The answers land in the call’s transcript, and the rep hears them before the homeowner is put through. Our post on what an AI should ask web leads has more on picking questions a form didn’t already answer.

An example call

AI Agent Hi, this is Taylor with Fresh Start Baths. You asked about a shower conversion. Is now a good time?

Homeowner It's for my mother. She can't get over the side of the tub anymore.

AI Agent I understand. Does she own the home, and would she be able to join a consultation?

Homeowner She does. I'd want to be there too.

AI Agent That works well. Let me connect you with one of our design consultants to find a time for you both. One moment.

What happens on the call

As soon as a lead reaches Callingly, the AI Agent calls the homeowner and can text in the same sequence. It only calls inside your call hours and between 8 AM and 9 PM in the lead’s time zone. It asks your qualifying questions, then warm-transfers the live homeowner to the available reps in your first priority group. If nobody there picks up, it tries the next group, then offers a callback at a time the homeowner picks. At that time, the AI Agent calls back and tries the transfer again.

If the homeowner doesn’t answer, the followup sequence keeps calling and texting on your schedule until it runs out. Every AI call keeps a recording and a transcript.

Getting your leads to the AI Agent

Website forms, Facebook Lead Ads and most CRMs connect directly or through Zapier, Make or a webhook. Buying shared leads? Here’s how to send Angi leads and Networx leads to the AI Agent. Everything else is on the integrations page.

Bath Remodeling lead questions

Will older homeowners be comfortable talking to an AI?

The AI Agent speaks in a natural voice and tells callers who it's calling for. Its first job is to get them to a person: it asks a few questions and warm-transfers them to your team, or offers a callback at a time they choose.

Can it ask about financing?

Yes, if you add it to your qualifying questions. Keep it general, such as "Would you like to hear about financing options?", and let your team handle the details.

Does it work with our CRM?

Callingly connects with 1,000+ CRMs and lead sources, directly or through Zapier and webhooks. Each call's recording and transcript stays in Callingly.

Other home services trades

• Roofing Repairs, replacements and storm claims told apart on the first call.
• HVAC Emergencies told apart from replacement quotes on the first call.
• Solar Homeownership, bill and roof checked before a closer's time is spent.
• Windows & Doors Scope and every decision-maker confirmed before the in-home visit.
• Foundation Repair Symptoms, foundation type and sale deadlines asked on the first call.

Or see how the AI Agent works for home services companies in general.