AI agents for HVAC companies that pick up the phone on your own Twilio number when the furnace dies at 11pm, answer "can somebody come today?" from your own hours and service area, book the call into a slot that is actually free, and then follow up the replacement quote by email and text for as long as it takes. Every call, text and chat kept in one inbox.
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The first cold snap of the year puts more calls on the line in one evening than a dispatcher takes in a week, and the ones that ring out go to the next company on the list. The agent answers on your own Twilio number, hears and speaks in real time, and works from the script and the material you gave it: your service area, your hours, your diagnostic fee, what counts as an emergency and what waits for the morning.
It texts too, on the same number or another one, through Twilio, Telnyx or one of seven other carriers. A customer who cannot talk on the phone gets a text back; a quote that has gone quiet gets a text on day five. Every call leaves a transcript and a recording in the inbox, so the tech who takes the job in the morning reads what was said before knocking on the door.
An HVAC answering service takes a message. This books the job. Connect the calendar your dispatch runs on, whether that is Google Calendar, Microsoft 365 or one of the booking tools, and the agent is given the real open slots for the week ahead. It offers a few, the customer picks one, and the booking is written in and confirmed on the call, in the text or in the chat.
It cannot book a time that was not free and it cannot move an appointment it was not shown, so the board the dispatcher looks at in the morning is the board the customer was promised. The booking, the notes and the outcome are written back to the CRM against that customer, and the dashboard reports how many enquiries became booked calls.
A homeowner comparing three companies at 9pm does not fill in a form and wait until Tuesday. One line of script puts a chat widget on your site in your colour, with your image and a greeting you wrote, and the agent answers from the knowledge base: whether you cover their suburb, what a diagnostic visit costs, whether you install heat pumps, how the financing works. When the conversation is worth keeping it asks for an email address or a phone number.
That address links the visitor to the rest of their history. When they text the next morning, or call from the number on the site, the agent already knows what they asked and what they were quoted, and picks up where the chat left off instead of starting from nothing.
A system replacement is a considered purchase. The homeowner gets two or three quotes, thinks about it, gets distracted, and the company that checks in on the right day is usually the one that gets the job. The agent runs that follow-up from your own mailbox, connected with an app password for Gmail or Outlook or as an SMTP and IMAP host, so it comes from the address on the quote and not from a third-party domain.
Each step of the sequence is a template with the quote details filled in: a note on day two, a text on day five, an email on day ten about the financing plan, a call on day fourteen. A reply comes back over IMAP and is answered from the address it arrived at, and the moment the customer replies, books or asks it to stop, the sequence ends on every channel.
HVAC is a business with two peaks and a long middle. The first heatwave and the first cold snap put more enquiries on the phone in a day than the office can answer, and every one that rings out is a job that went to the next company on the list. Then the middle of the season arrives, the phone goes quiet, and the work that actually decides the year, chasing the replacement quotes and renewing the maintenance plans, gets done when somebody remembers. AI agents for HVAC companies exist to answer the peak in real time and to do the middle-season work on a schedule, without anybody in the office having to remember.
Bold Agent Kit gives you one agent that answers on your own Twilio number, your own mailbox, your website chat and your social DMs, from one knowledge base. You give it your service area, your hours, your diagnostic fee, your emergency rules, the brands you install, the maintenance plan, the financing options and the pages of your site it may link to. It answers the customer from that material and nothing else, offers the real open slots on your calendar, books the one they choose, and writes the outcome back to ServiceTitan, Housecall Pro, Jobber or HubSpot.
It follows up as well. A replacement quote gets a sequence you wrote once: the email on day two, the text on day five, the call on day fourteen, inside the hours you set, until the homeowner replies, books or opts out. A segment of past customers pulled from the CRM gets the spring tune-up reminder and the plan renewal on the day you chose. Every message, call transcript and chat lands in one inbox, and the dashboard counts how many people it reached, how many booked and what the work was worth.
It is not an answering service that takes a message, and it is not a voice platform priced per minute. It is software on your own accounts, at $25 a month for as many agents as you want to run, with the AI on your own key and the calls and texts billed to you by your carrier at cost. A busy August costs you no more than a quiet October.
HVAC companies rarely lose a customer on price. They lose them in the gap between the enquiry and the answer, and that gap is widest exactly when the weather turns.
The first 95-degree day puts fifty no-cool calls on a phone that one person is answering between dispatching techs. The calls that ring out go to voicemail, and a homeowner with a house at 88 degrees does not leave a message. They call the next company, and that company answered.
The furnace dies on the coldest night of the year, after hours. Either the owner takes it on a personal mobile, which does not scale, or an answering service takes a name and a number and promises a call in the morning, which is not what the customer wanted. The first company that says "we can be there at 8am, does that work?" wins the job.
A comfort advisor spends ninety minutes in the house, sends a proposal for a new system, and follows up once. The homeowner is getting two other quotes and waiting to hear which company still wants the work. Nobody in the office has the afternoon to check in on day four, day ten and day twenty, so the quote that would have closed with a text about financing closes with a competitor instead.
The plan customers are the best customers in the book: they pay every year, they call you first when the system fails, and they buy the replacement from you. Their renewal and their tune-up reminder are a campaign that should go out on a date, from a list, and it does not, because the list lives in the CRM and the campaign lives in somebody's good intentions.
You build the HVAC agent once: your service area, your hours, your fees, your brands, your plan and your rules. From then on it answers on every channel you connect, books into your calendar, and follows up on its own.
On the phone it hears and speaks in real time, on your provider's fastest model, from the script you saved. In chat, text and email it answers "do you cover my area?", "what does a diagnostic cost?" and "do you offer financing?" from your documents, your Q&A pairs and your data points, and links only to the pages of your own site you allowed. With the CRM connected it reads the customer first: what system you installed, what plan they are on, what is still open.
It is given the real open slots on the connected calendar for the week ahead, offers a few, and books the one the customer picks, on the call, in the text or in the chat. The booking is checked against the slots that were offered, written to the calendar, confirmed in the reply and logged against the contact in the CRM. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown.
A replacement quote gets a sequence across email, text and call, each step with its own delay and send condition, inside the days, hours and time zone you set. A maintenance segment pulled from the CRM gets the tune-up reminder on the date you chose. Both stop the moment there is a reason to: a reply, a booking, or an opt-out on any channel ends the sequence on every channel.
A maintenance-plan reminder is a text campaign to a segment you pulled out of the CRM: everyone whose plan renews in March, or everyone you installed a system for in the last three years who has no plan at all. The text step carries the number it sends from, how many texts an hour that number may send, the sending window and the Reply STOP line, and the whole plan is shown on a review screen before a single message leaves. It sends nothing until you press Start.
A reply of "yes, book me in" is answered by the agent with the open slots for the week ahead, and the booking is written to the calendar. A reply of STOP is honoured on every channel at once, and any reminder already queued to that customer is cancelled. Every send, reply and booking is logged against the customer, so the office can see who renewed, who booked a tune-up, and who has not answered yet.
Each one answers a problem above, and each one runs whether or not anybody in the office has a free hand.
The no-cool call at 2pm in the heatwave and the no-heat call at 11pm in January are answered in real time on your own number, and the chat on your website at 9pm gets a straight answer, from your material, on the channel it arrived on.
The agent offers the real open times on your dispatch calendar and writes the one the customer picks into it, while they are still on the line. The dispatcher opens the board in the morning and the job is already there, with the notes.
Email on day two, text on day five, call on day fourteen, for as long as you set. The sequence runs to the end on every quote unless the homeowner replies, books or opts out, and it does not get busy in August.
The chat, the text, the call and the email from one homeowner are one contact. The agent reads the whole history before it replies, so the customer who was quoted a heat pump in March is not asked in June what they are looking for.
Every call, text, chat, email, booking and job is recorded against a customer and reported as a funnel, per agent and across the account. This is the part that tells you whether the spring campaign was worth sending.
The funnel counts people, not messages: how many the agent reached, how many replied, how many went on to visit your site, how many booked or bought, with the total value won and the median time from first contact to the job. Set a goal with a dollar value on a booked service call, on a signed replacement, or on a plan renewal, and each campaign reports what it brought in rather than how many texts it sent.
Below the funnel, a channel table shows where each customer first made contact and which channel they were on when they booked, so you learn whether the heatwave enquiries are coming through the phone, the website chat or Messenger, and which one the replacement quotes close on. One row per customer shows the whole history in order: the chat in March, the quote in April, the text that got the reply, the call that booked it. With a one-line snippet on your site, a visit trigger can follow up when a known customer opens the financing page and leaves without booking.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate service or a separate tool, and most of them are priced per call, per minute, per conversation or per seat. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering the phone at night and in the peak | An HVAC answering service that takes a message, priced per call or per minute | Included, on your own number |
| Booking the service call into the calendar | A dispatcher on the phone, or a booking link and hoping they use it | Included, the agent books it |
| Live chat on the website after hours | A chat vendor priced per conversation, or a form nobody reads until Tuesday | Included |
| Following up every replacement quote | The comfort advisor, once, then silence | Included, email, text and call |
| Tune-up reminders and plan renewals | A CRM export and an email tool, sent when somebody remembers | Included, from a CRM segment |
| Answering financing and pricing questions | The office manager, interrupted, from memory | Included, from your Q&A |
| Knowing which channel produced the job | Attribution most HVAC companies do not have | Included |
| The AI itself | Metered per minute or per conversation | Your own key, billed by your provider at cost |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every technician's calendar, no per-call or per-minute charge. The only other costs are your carrier's, for the calls and texts, and your AI provider's, typically a few dollars a month per agent.
The same agent covers all of these. Many companies run one per brand, one per branch, or one for service and one for installs.
The first heatwave or the first cold snap. The agent answers on your own number in real time, texts back the caller who could not hold, answers the website chat, and books the no-cool call into the next free slot on the dispatch calendar, at any hour, without the office growing by three people for six weeks.
A comfort advisor sends the proposal; the agent runs the follow-up. An email on day two, a text on day five, an email about financing on day ten, a call on day fourteen, inside the hours you set, until the homeowner replies, books or opts out. Questions about the equipment, the warranty and the payment plan are answered from your material.
The cheapest revenue in the book. Pull the segment of plan customers due for renewal, or past installs with no plan, straight out of ServiceTitan, Housecall Pro, Jobber or HubSpot into a list, and run the tune-up reminder at it on the date you choose. The agent answers "yes, book me" with real slots and writes the visit in.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. Inbound answering can be switched on the same afternoon. A campaign is created as a draft and shows you the whole plan, every customer and every step, before it sends anything.
Name it, choose a model and paste your API key. Then give it what it needs to answer a homeowner with a dead system: your service area as a data point, your hours and your after-hours rules, your diagnostic fee and call-out charge, the brands you install and service, the maintenance plan and what it includes, the financing options and the page on your site that explains them.
Write the instructions last: how it should speak on the phone, what counts as an emergency, which offers it may make on a quote follow-up, and the exact situations in which it should stop and fetch a person. A gas smell, a commercial account and a warranty dispute are the usual three.
Add a Twilio number for calls and texts, the mailbox your quotes go out from, the chat snippet for your website, and the Messenger or Instagram account customers already message. Each one runs on your own account, so the number on the trucks is the number that answers.
Then connect the calendar the dispatch board runs on, and the CRM that holds the customers: ServiceTitan, Housecall Pro, Jobber, HubSpot or GoHighLevel. The agent reads the customer before it replies, books into real open slots, and writes the outcome back.
Switch answering on for calls, texts, chat and DMs, and the agent starts working what already arrives. Then build the quote follow-up and the maintenance reminder as campaigns: set the days, hours and time zone anything may send, and read the whole plan on the review screen. Nothing leaves until you press Start.
Then watch the inbox. Enquiries and replies are worked by the agent; emergencies and the situations you named come to you; a booking or a reply ends the sequence. Pause a campaign in the heatwave and resume it when the board clears.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
Billed monthly. No add-ons, no seat tiers. Cancel anytime.
$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
Yes, on your own Twilio number. The agent hears and speaks in real time, using your provider's fastest model so it does not leave silences, and works from the script you saved: your service area, your hours, your diagnostic fee and your emergency rules. It offers the real open slots on your connected calendar and books the one the caller picks while they are on the line. Every call leaves a transcript and a recording in the inbox. Answering and dialling are separate switches, so it can pick up the inbound line without ever placing an outbound call if that is all you want.
You connect the calendar your dispatch runs on, and the CRM that holds the customers. The agent is given the genuinely free slots for the week ahead, offers a few, and when the customer chooses one the choice is checked against what was offered, written to the calendar and confirmed in the reply. It cannot book a time that was not free and it cannot cancel an appointment it was not shown. The booking, the notes and the outcome are written back to the CRM against that customer, so the dispatcher sees the job and the reason for it in the morning.
What you told it and nothing else. Financing lives in the knowledge base as Q&A pairs and data points: the plans you offer, the terms you are willing to state, and the page on your own site that explains them or takes the application. The agent answers from that material and links only to the pages you allowed. It does not quote a rate you did not give it or approve anybody for anything, and if a question falls outside the material you gave it, it says so and can hand the thread to you.
That is the kind of call you write a rule for. In the agent's instructions you name the situations in which it stops and fetches a person: a gas smell, a carbon monoxide alarm, a commercial account, a warranty dispute. When a call or message matches, the thread lands in your inbox with the agent standing down on that conversation. You can also tell it what to say first, for example to leave the house and call the gas company, before it hands over.
Yes. Pull a segment out of the connected CRM, such as every plan customer whose renewal falls in March or every system you installed in the last three years with no plan, into a contact list, and run a campaign at it: a text and an email on the days you set, inside the sending window, with a Reply STOP line. When a customer replies "yes", the agent offers the real open slots and books the tune-up. When they opt out, the sequence ends on every channel and anything queued is cancelled. The campaign reports how many renewed and what it was worth.
For as long as you set. Build a campaign with email, text and call steps, each with its own delay and send condition: an email on day two, a text on day five if the email was not opened, a note about financing on day ten, a call on day fourteen. It runs inside the days, hours and time zone you allow, and stops the moment the homeowner replies, books or opts out on any channel. With the CRM connected it reads what was quoted before it writes, and questions about the equipment or the warranty are answered from your material.
The same way they cope with twenty. Each channel is answered as the message or call arrives, from the same knowledge base, and there is no per-call, per-minute or per-conversation charge from us that makes a busy day expensive. Outbound sending is paced by hourly caps per number and mailbox that you set, and the agent replies once per thread and within a daily cap per sender, so a spike in enquiries does not turn into a spike in messages. Your carrier bills you at its own rates for the call minutes and texts, and your AI provider for the model, both at cost.
$25 a month or $200 a year for the whole account, with a 7-day free trial. That includes unlimited agents, so one for service and one for installs, or one per brand, costs the same as one. There are no per-seat, per-agent, per-channel, per-message or per-minute charges. You hold the account with your AI provider and paste in your own key, and the model usage is billed to you at cost, usually a few dollars a month for a busy agent. Your carrier bills you for the calls and texts as it does now.
One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.
Build the agent, connect the number and the calendar, switch answering on. The call at midnight is booked into the morning, the quote is chased until it signs, and the plan renewals go out on the day.
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