AI agents for roofers
that chase every estimate.

AI agents for roofers that answer the call, the website chat and the Facebook message in seconds when the storm brings sixty leads in a morning, book the inspection into a real slot in your calendar, answer "do you work with insurance?" and "do you offer financing?" from your own material, and chase every estimate by email, text and call for as long as it takes to get a yes or a no. Every conversation kept in one inbox.

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Every channel wired into one agent and out to the tools behind it: email, SMS, phone, Instagram, Messenger, WhatsApp, Telegram, LINE, Slack, Discord, X, Reddit, Bluesky, website chat, campaign sequences and follow-ups on one side; HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Google Calendar, Microsoft 365, Calendly, HubSpot Meetings, Zoho Bookings, Acuity Scheduling, Cal.com, Square Appointments, Stripe, Shopify, WooCommerce, Wix and Squarespace on the other.

Calls and textsWebsite chatSocial DMsEstimate follow-up

The call after the storm is answered while the competitor's rings out

The morning after hail, every roofer in the county is getting the same calls and nobody has enough people to pick up. With answering switched on, the agent answers your Twilio number in real time, in a voice you chose, and works from your script: it asks what the homeowner can see from the ground, whether there is water coming in, and where the property is, answers "do you work with my insurance company?" from your Q&A pairs, and books the inspection into the first slot that is genuinely free. On a call it uses your provider's fastest model, so it does not leave silences, and the recording and transcript are in your inbox when it hangs up.

Texts run on your own number through Twilio, Telnyx or one of seven other carriers, so the inspection confirmation and the estimate follow-up come from the number on the yard sign. The text step of a campaign carries the sending window, the texts-per-hour pace and the Reply STOP line, and a STOP on any channel ends every sequence to that person at once, including the messages already queued.

The text messages card in the campaign builder: which agent's number sends, texts per hour per number, a TCPA consent tick with the 9am to 8pm sending window and the Reply STOP line, and the opening text of the sequence.

The visitor asks about financing and gets your answer, then an inspection slot

One line of script puts a chat widget on your site in your colour, with your photo and a greeting you wrote. A homeowner who has just been told by a neighbour that their roof took damage asks the same things at 10pm as at 10am: do you do free inspections, do you offer financing, will you deal with the adjuster, how long does a replacement take. The agent answers each from the Q&A pairs and data points you loaded, links only to the pages of your own site you allowed, and does not quote a price for a roof it has not seen unless you told it what to say.

When the conversation is worth keeping it asks for an email address or a phone number, and that handle ties the visitor to the rest of their history. It then offers real open inspection slots from your calendar and writes the one they pick in, while they are still on the page, instead of sending them to a form that is read on Monday.

A website chat conversation in the Inbox: the visitor asks how much it is, the agent answers with the price and a link, the visitor's story is drawn across the top, and a reply box lets a person take the thread over.

The Messenger and Instagram messages are answered by the same agent

Storm damage leads come through whichever app the homeowner had open: a Facebook message on the company page, an Instagram DM after seeing the drone photos, a WhatsApp from a number the neighbour passed on. Connect each platform with your own app credentials and the same agent answers all of them, from the same knowledge base, inside each platform's own reply window. Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X are all supported.

Every one of those conversations lands in the same inbox as your calls, texts and email, tagged with the platform it came in on, and the handle is attached to the contact. When the person who sent the Instagram DM rings the office the next day, the agent already knows which street they are on and what they said the roof looked like.

The agent's Social tab: Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X as a grid of platform cards, each connected with your own app credentials.

AI agents for roofers that answer the surge and chase the estimate

Roofing is a business of surges. Nothing for a fortnight, then a storm, and sixty leads land in a morning on the phone, the website, the Facebook page and the text line. Whoever answers first gets the inspection, and whoever inspects first usually gets the roof. The office cannot answer sixty calls, so the voicemail takes forty of them and those homeowners ring the next company on the list. Then the surge passes, the estimates go out, and the second failure begins: the homeowner is waiting on the adjuster and the other two quotes, nobody chases, and six weeks later the neighbour's roof is being done by someone else. AI agents for roofers exist to answer every lead in seconds during the surge and to keep chasing every estimate through the quiet.

Bold Agent Kit gives you one agent that works your phone number, your texts, your email, your website chat and your social DMs from a single knowledge base. You load it once: your inspection process and whether it is free, your financing options, how you work with insurance claims, your service area and typical timelines as data points, your Q&A pairs for "do you handle the adjuster meeting?", "how long does a replacement take?" and "what is the warranty?", and the pages of your site it may link to. Then it answers on every channel from that same material, so the answer on the phone and the answer on Messenger are the same answer, and every reply is stored with the source it came from.

It books, too. Connect Google Calendar, Microsoft 365, Calendly, Jobber, Housecall Pro, ServiceTitan or one of the other calendars and the agent is shown the inspection slots that are genuinely open for the week ahead, offers a few of them, and writes the one the homeowner picks straight into the calendar with the address in the notes. It cannot book a time that was not free and it cannot invent one. With the CRM connected it reads the contact before it replies: whether you inspected this house last spring, what the estimate was and whether it is still open, so nobody is asked for the same story twice.

And it follows up, for as long as a roofing decision takes. An estimate is chased by email, text and call on a schedule you wrote until the homeowner signs or says no. Last year's inspection leads that never signed get a win-back campaign from a CSV or a segment pulled out of the CRM. Past customers get the gutter clean or the post-storm check reminder when the season turns. Every sequence stops the moment the person replies, books or opts out, on any channel. It is $25 a month for as many agents and as many contacts as you have, on your own carrier and your own AI key, both billed to you at cost.

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Answers the surge in secondsEvery call, chat, text and DM after the storm is answered at once, on your own number and accounts.

Books the inspection, not a callbackReal open slots from your calendar, and only a slot it actually offered, written in while they are still talking.

Financing and insurance, in your wordsWhat you offer and how you work with claims, as Q&A pairs and data points, and nothing you did not say.

Chases every estimate for weeksEmail, text and call on the days you set, until the homeowner signs, declines or opts out.

Remembers the houseThe call, the DM and the estimate reply from one homeowner are one record, read before it replies.

One price, every channel$25 a month or $200 a year. Unlimited agents, no per-call, per-minute or per-message charge.

The storm brings the leads all at once, and the estimates go quiet one at a time

Roofers rarely lose a job on the workmanship or the warranty. They lose it in the hour after the storm when the phone cannot be answered, and in the six weeks after the estimate when nobody chases. Four things go wrong in almost every roofing company, and none of them is on the roof.

Sixty leads land in a morning and forty go to voicemail

After hail, every homeowner on the street is ringing every roofer in the results at the same time. The office has two people and sixty calls, so the voicemail takes most of them, and a homeowner with a tarp on the roof does not leave a message and wait. They ring the next company, and that company has an inspection booked before you have listened to the voicemail. The surge is when the year is made, and it is exactly when the phone cannot be answered.

The inspection is done, the estimate is sent, and then silence

You climbed the roof, took the photos, wrote the estimate and sent it on Tuesday. The homeowner is waiting on the adjuster, comparing two other quotes and deciding on financing. That takes weeks, and roofing estimate follow-up is the job that always moves to tomorrow because there is a crew to run. The roofer who rang on day ten, and again on day twenty, is the one who gets the signature.

Financing and insurance questions are answered too slowly, or not at all

"Do you work with my insurance?", "will you meet the adjuster?" and "can I finance the deductible?" decide whether a homeowner books the inspection. They ask on the website at 10pm and on Messenger on Sunday, and the answer comes on Monday afternoon from whoever checks the page, if it comes at all. By then the neighbour's roofer has answered and been booked.

Last year's inspection leads are never called back

Every storm season leaves a list of homeowners who had an inspection, got an estimate and did not sign: the claim was denied, the timing was wrong, they went with a cheaper quote that fell through. That list is the cheapest work a roofing company has, and it sits in a CSV or a CRM untouched, while the next storm brings a fresh set of strangers.

One agent on the phone, the chat, the DMs and the inbox, with your process in its head

You build the roofing agent once. From then on it answers on every channel you connect, books inspections into the calendar you already run, and chases every estimate on a schedule you wrote, fetching you only for the conversations that need a roofer rather than a receptionist.

01 / Answers

In seconds, on every channel, from your material

A call on your Twilio number is answered in real time from your script and your knowledge base. A website chat, a text, an email, a Messenger or Instagram DM is answered the same way, from the same material: your inspection process, your financing options, how you work with claims, your service area, your Q&A pairs. "Is the inspection free?", "do you meet the adjuster?" and "how soon can you get here?" get the answer you wrote, and nothing you did not. A question that is not in the material is handed to you rather than guessed at.

02 / Books

The inspection, into your calendar

The agent is given the slots that are genuinely open for the week ahead, offers a few, and writes the one the homeowner picks into Google Calendar, Microsoft 365, Calendly, Jobber, Housecall Pro, ServiceTitan or whichever calendar you run, with the address in the notes. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown. With the CRM connected it reads whether you have inspected that house before, and every booking is logged against the contact.

03 / Follows up

For weeks, until they sign or say no

An estimate is chased by email on day 2, text on day 6, a call on day 10, and on to day 35 or as long as you set, in your words and inside the hours you allowed. Last year's unsigned leads get a win-back campaign from a CSV or a CRM segment. Every sequence stops the moment there is a reply, a booking or an opt-out on any channel, and anything queued to that person is cancelled.

The call, the DM and the estimate reply from one homeowner, on one row

A homeowner who sent an Instagram DM on Saturday, rang the office on Monday and replied to the estimate by email a fortnight later is one person in the inbox, not three. The social handle, the phone number from the call and the email address from the reply are merged into one contact, and the agent reads the whole history before it says anything, so nobody is asked which street they are on twice and nobody gets a second estimate follow-up for a roof that was signed by phone.

Every reply the agent wrote is stored alongside the material it was generated from, and every call keeps its recording and transcript. When a homeowner says "you told me the inspection was free", the thread and its timestamps are there. Filter the inbox to the storm line, the estimates mailbox or a single agent, reply yourself when a thread needs a roofer on it, and hand it back when you are done.

The Inbox as one list: web chat, texts and calls together, a call marked no answer, a completed call that booked a roof inspection, texts confirming a Thursday appointment and asking the price, each row tagged with the channel it arrived on.

The four things that actually fill a roofer's calendar

Each one answers a problem above, and each one runs while the crew is on a roof, without anybody remembering to do it.

Speed

Every lead in the surge answered in seconds

Sixty calls, chats and DMs in a morning are sixty conversations answered at once, on your own number and accounts, each with an inspection slot offered. No voicemail, no queue, no second roofer.

Booking

The inspection goes into the calendar, not a form

It offers real open slots from your calendar and writes the appointment in while the homeowner is still talking. The confirmation goes out by text from your own number.

Persistence

Every estimate chased until it is signed or declined

Email, text, call, email again, for five weeks or as long as you set. It does not get embarrassed about the sixth message, and it stops the moment the homeowner replies, books or opts out on any channel.

Memory

Last spring's inspection is not forgotten

The call, the DM and the estimate reply from one homeowner are one record, with the previous inspection and the open estimate read from the CRM before the agent offers anything.

And you can see exactly which channel got the roof signed

Every call, text, chat, DM, email, inspection and signed job is recorded against a person and reported as a funnel, per agent and across all agents. This is the part that tells a roofing company whether the money is in the storm line, the Facebook page or the estimate follow-up.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

The funnel counts people rather than messages: how many the agent reached, how many replied, how many went on to visit your site, and how many booked or signed, with the total value won and the median time from first contact to the signature. Set a goal with a dollar value on a signed estimate and a roofing lead follow-up campaign reports what it brought in, not just how many texts it sent. Mark a job won by hand when the contract comes back and it counts the same way.

Below the funnel, a channel table shows where each homeowner first made contact and which channel they were on when they signed, so you learn whether it is the call, the chat or the Messenger DM that gets a roof over the line after a storm. One row per homeowner shows the whole history in order, and visit triggers close the loop: when a known lead returns to your financing page and leaves without booking, the agent can follow up after a delay on the channel they last used. Page goals and visit triggers need a one-line snippet on your site; conversations, bookings and a manual "won" work without it.

A funnel of people, not messagesReached, replied, visited your site, booked or signed, and the total value won.

Time to signThe median time from first contact to the signature, so you know how long an estimate sequence should run.

Which channel signed itWhere each homeowner first made contact, and the channel they were on when they signed.

The pages that precede a signatureWhich pages known leads read before they signed: financing, insurance claims, warranties.

One row per homeownerEvery call, text, chat, DM, email and inspection for that person, in order, with the recordings.

Value won per campaignGoals carry a dollar figure, so a win-back run at last year's leads reports what it made.

Journey view

Every event for one person

Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.

A journey row for one contact: their address, then every email reply in order along a single line, with earlier events folded up behind a +5.

Visit triggers

Follow up on a return visit

Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.

A saved visit trigger: when a lead visits /thank-you, email me after 20 minutes, once per 7 days, with a fired count and an on switch.

What a roofing office normally takes, and what it takes here

Each of these is usually a separate service, a separate app or a separate person, and most of them are billed per call, per minute, per conversation, per lead or per seat. Here they are one plan.

The job	What it normally takes	Bold Agent Kit
Answering every call during the storm surge	A roofing answering service billed per call, or temps for a fortnight	Included, on your own number
Answering the website chat and the Facebook messages	A chat vendor priced per conversation, and whoever has the page login	Included
Booking inspections into the calendar	A booking link, or an appointment setter paid per appointment	Included, the agent books it
Answering financing and insurance questions at 10pm	Monday morning, from whoever checks the inbox	Included, from your material
Chasing every estimate for five weeks	A sales rep, or the owner on a Sunday evening	Included
Calling back last year's unsigned leads	A campaign that never gets sent	Included, from a CSV or CRM segment
Knowing which channel produced the roof	A guess, and the ad budget allocated on it	Included
The AI itself	Metered per minute or per message	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 lead, no seat tiers and no per-call or per-appointment charge. The only other costs are your carrier's, for the texts and calls you would be paying for anyway, and your AI provider's, typically a few dollars a month per agent.

What roofing companies put AI agents on

The same agent covers all of these. Many companies run one for the storm line and one for the office, one for residential and one for commercial, or one per client if they build agents for other roofers.

Storm seasonEstimate follow-upWin-back

The surge, answered in full. The agent picks up on your Twilio number, answers the website chat and the Messenger, Instagram and WhatsApp messages, asks what the homeowner can see from the ground and whether water is coming in, answers "do you work with insurance?" from your Q&A pairs, and books the inspection into the first open slot. A homeowner with water on the bedroom ceiling is handed over the way you instructed.

Answered on every channel at once Calls in real time on your number, chat and DMs in seconds, all from the same knowledge base.Insurance and financing, in your words How you handle the claim and what you offer, as Q&A pairs, so it never promises what you do not.The inspection, booked Real open slots from your calendar, and only a slot it offered, with the address in the notes.Transcript and recording kept Every storm call is in the inbox with what was said, the street and the slot it booked.Caps you cannot overshoot One reply per thread and hourly caps per channel, so sixty leads do not become a spam complaint.Start your 7-day free trial Unlimited agents, every channel, $25 a month. Cancel anytime.

The estimate that is sent and forgotten while the homeowner waits on the adjuster. The agent chases each one from your own mailbox and number on the days you set, for as many weeks as you set, answers "does that include the decking?" and "what happens if the claim is denied?" from the estimate and your Q&A pairs, and brings "the other quote was lower" to you.

A sequence built for a slow decision Day 2 email, day 6 text, day 10 call, day 17 email, day 24 text, day 35 last note. Your wording, your timing.Answers from the estimate What is included, how long it takes and when you could start, from the material you loaded.Negotiation goes to you A rule in its instructions sends a price question to your inbox with the agent standing down.Stops on a yes or a no A reply, a booking or an opt-out on any channel ends the sequence on all of them.Value won, reported A goal with the roof value tells you what the estimate follow-up brought in, by channel.Start your 7-day free trial Unlimited agents, every channel, $25 a month. Cancel anytime.

The list you already own. Upload the CSV of last year's inspection leads that never signed, or pull the segment out of HubSpot, GoHighLevel or Jobber, and run a campaign at it before the next storm: a note that the claim window may still be open, an offer on the deductible if you make one, or a free re-inspection. The agent answers the replies and books the ones who say yes.

Import the unsigned leads A CSV, or a segment straight from the CRM, into a contact list.A campaign in your words An email and a text on a schedule you set, from your own address and number, inside your hours.It knows what you quoted The previous inspection and the open estimate, read from the CRM before it writes.Re-inspections, booked A reply of "yes, come and look again" gets real open slots and a written appointment.Reach them where they are An old email address may be dead; the phone number from last year usually is not.Start your 7-day free trial Unlimited agents, every channel, $25 a month. Cancel anytime.

It books your calendar, updates your CRM and knows what they bought

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.

It books the slot itselfReal open times offered, and only a slot it actually offered can be booked.

Eighteen toolsHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify and more.

It reads the customer firstWhat they bought, what is still open and what they are worth, before it replies.

Pull a segment into a listTake past customers straight out of the CRM and run a campaign at them.

Every action loggedBookings, cancellations and notes all recorded against that contact.

Eighteen CRMs, calendars and stores

HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
Squarespace

Powered by your own keys

Each 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.

Your key, sixteen providersOpenAI, Anthropic, Gemini, xAI, Mistral, DeepSeek, Groq, OpenRouter and more.

Or a model you hostOllama, vLLM, or any other OpenAI-compatible endpoint of your own.

The fast model on callsIt switches automatically, because a phone call cannot wait for a sentence.

No metering from usNo markup, no credit packs, no per-message billing. A busy month costs no more.

Keys stored encryptedYour credentials are yours; we never send them anywhere but your provider.

Sixteen model providers, on your own key

OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI API

None of it matters if the email lands in spam

A 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.

Warm-up on a rampOpted-in mailboxes send each other ordinary mail, starting at five a day.

A health score out of 100SPF, DKIM and DMARC, seven days of real sends, and where the mail is landing.

A failing address rests itselfCross the bounce or spam threshold and it leaves campaign rotation on its own.

One-click unsubscribeHonoured automatically, including on messages already sitting in the queue.

Caps you cannot overshootOne reply per thread, a daily cap per sender, hourly caps per channel.

AI agents for roofers, live before the next storm, and nothing sends until you say so

Three steps. A campaign is created as a draft and shows you the whole plan, every homeowner and every step, before it sends anything. Inbound can be switched on with no campaign at all, which is what most roofers do first.

01 / Build02 / Connect03 / Run

Build the roofing agent

Name it, choose a model and paste your API key. Then give it what it needs to answer a homeowner with a tarp on the roof: your inspection process and whether it is free, your financing options and how you work with insurance claims as Q&A pairs, your service area and typical timelines as data points, your warranty terms as a document, and the pages of your site it may link to, which it reads, stores and links verbatim.

Write the instructions last: how it should talk, which questions it must ask about the damage, what it may offer, and the exact situations in which it should stop and fetch you. Active water ingress, a commercial property and a homeowner asking you to match another quote are the usual three.

Model16 providers, on your own key

Documentswarranty and terms, PDF or Word

Q&A pairsinsurance, financing, timelines, materials

Data pointsinspection fee, service area, lead times

Your pagesfinancing and services pages, linked verbatim

Instructionsdamage questions, offers, when to hand over

Connect the number, the pages and the calendar

Add the number on the yard sign, on your own Twilio account for calls and texts, the estimates mailbox, the chat snippet for your website, and the Facebook, Instagram and WhatsApp accounts homeowners actually message. Each runs on your own account, so the number, the address and the sending reputation stay yours.

Then connect the calendar, Google Calendar, Microsoft 365, Calendly, Jobber, Housecall Pro or ServiceTitan, so it can book inspections. The same CRM connection reads the homeowner before it answers, writes the booking and the notes back, and pulls a segment of past leads into a list when you want to run a win-back campaign.

NumberTwilio for calls, one of nine carriers for texts

Callsanswering and dialling, separate switches

Mailboxapp password, or SMTP + IMAP

Website and socialone line of script, your own app credentials

CalendarGoogle, Microsoft 365, Calendly, Jobber and more

ListCSV, or a CRM segment

Switch answering on before the storm, then read the plan

Switch auto-reply on for the number, the chat and the social accounts and the agent starts picking up what already arrives. For the estimate chase and the win-back, build a campaign across the channels you want, set the days, hours and time zone it may contact anyone, and read the whole plan on the review screen. Nothing leaves until you press Start.

Then watch the inbox between roofs. Replies are worked by the agent, price questions and anything else you named come to you, and inspections land in the calendar. Pause a campaign when the crew is booked out for the month and resume it when the schedule opens.

Draft firsta campaign sends nothing until started

Scheduledays, hours and time zone

Conditionsopened, not opened, clicked

Pacinghourly limits per mailbox and number

Stop rulesreply, booking or opt-out

Auto-replya separate switch per channel

One account, unlimited agents

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.

Start free trial Sell agents to clients

One agent per clientUnlimited agents on one account, and nothing crosses between them.

They see one agent, not your accountTheir own login, onto the conversations, numbers and analytics you gave them.

Deny by defaultNo settings, no API keys, no billing, no sight of your other clients.

Reporting they can readThat agent has its own funnel, so the client sees what it actually produced.

$50 a year per referralOr $5 a month on the monthly plan — on every payment, for the life of the account, not just the first.

One plan. Everything in it. Monthly or yearly.

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
Email	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

Monthly Annual save 33%

$25/ month

$200/ year

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.

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Before you sign up

What do AI agents for roofers actually do during a storm surge?

They answer everything at once. With answering switched on, the agent picks up your Twilio number in real time and speaks from the script and knowledge base you gave it, while the same agent answers the website chat, the texts and the Messenger, Instagram and WhatsApp messages from the same material. It asks the questions you wrote about the damage, answers "do you work with insurance?" from your Q&A pairs, and offers inspection slots that are genuinely open in your calendar. When the homeowner picks one it writes the booking in and confirms it. Every conversation lands in the inbox with the channel it came in on, and the calls keep their recordings and transcripts.

Is this an AI receptionist for roofing companies?

That is a fair description of the inbound half. It answers the phone on your own number, the chat on your website and the DMs on your social accounts, quotes what you told it to quote, books the inspection and texts the confirmation from your number. Where it differs from a receptionist or an answering service is the outbound half: it chases every estimate for weeks on a schedule you wrote and runs win-back campaigns at last year's leads. If you would rather it only took details after hours and booked nothing, write that in its instructions and that is what it does.

How does it handle storm damage leads that come in on Facebook or Instagram?

Connect each platform with your own app credentials and the agent answers the messages inside each platform's own reply window, from the same knowledge base it uses on the phone. Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X are supported. Every DM lands in the same inbox as your calls and emails, tagged with the platform, and the handle is attached to the contact, so when the same homeowner rings on Monday the agent knows what they said on Saturday. It asks for a phone number or email when the conversation is worth keeping, and offers inspection slots the same way it does everywhere else.

Can it answer financing and insurance questions?

It answers them the way you would, because the answers are yours. Load how you work with insurance claims, whether you meet the adjuster, what financing you offer and how the deductible is handled as Q&A pairs and data points, and the agent answers those questions on every channel, linking only to the pages of your own site you allowed. It does not give legal or financial advice, it does not connect to any insurer or lender, and a question that is not in your material is handed to you rather than guessed at.

Can it book inspections into my calendar?

Yes. Connect Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity Scheduling, Zoho Bookings, Square Appointments, HubSpot Meetings, or a field tool such as Jobber, Housecall Pro or ServiceTitan, and the agent is given the slots that are genuinely open for the week ahead. It offers a few, and when the homeowner picks one that choice is checked against the slots that were offered, written to the calendar with the address and the damage described, and confirmed in the reply. It cannot book a time that was not free, it cannot cancel an appointment it was not shown, and every booking is logged against the contact.

How does roofing estimate follow-up work when the decision takes weeks?

The sequence runs as long as you set it. You write the steps once, an email on day 2, a text on day 6, a call on day 10, an email on day 17, a text on day 24 and a last note on day 35, with each step's delay and send condition, and the days, hours and time zone it may contact anyone. The agent answers replies from the estimate and your Q&A pairs, and stops the moment the homeowner replies, books or opts out on any channel. A request to match another quote, if you name it as a hand-over, comes to your inbox with the agent standing down on that thread.

Can it call back last year's leads that never signed?

Yes, as a win-back campaign at a list you already own. Upload the CSV of inspection leads that never signed, or pull the segment out of HubSpot, GoHighLevel, Jobber or another connected CRM, and run a campaign at it in your words, from your own address and number, inside your hours. With the CRM connected the agent reads the previous inspection and the open estimate before it writes. It answers the replies, books re-inspections into real open slots, and stops on a reply, a booking or an opt-out. A goal with a dollar value tells you what the run brought in.

What do AI agents for roofers cost?

$25 a month or $200 a year for the whole account, with a 7-day free trial. That includes unlimited agents, contacts and lists, every channel, the inbox, the campaigns and the analytics, with no per-call, per-minute, per-message, per-lead or per-seat charge, and no charge that rises during a storm surge. You bring your own AI key from one of sixteen providers and your own carrier account for texts and calls, and both bill you directly at cost, typically a few dollars a month for a busy agent. Nothing is metered, marked up or sold as credits.

The same agent, in other industries

One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.

The next storm is answered in full.

Load your process, connect the number and the pages, switch answering on. Every lead is answered, every inspection lands in the calendar, every estimate is chased, and every conversation is kept.

Start 7-day free trial See pricing