AI Agents
ServiceHub uses specialized AI agents that coordinate communication, scheduling, billing, and follow-through — so your team spends less time on admin and more time on the job.
How It Works
Each agent handles a specific domain of your business. They work together behind the scenes — triggered by events like new leads, booked jobs, or sent quotes — so the right action happens at the right time without manual effort.
- ✨ Agents run automatically based on real business events
- ✨ Every action is logged in the activity timeline
- ✨ You stay in control — agents follow your business rules and templates
- ✨ No AI credits required for most agent actions
Concierge Agent
Handles all outbound communication with your customers — from lead notifications and booking confirmations to quote delivery and status updates.
- •Sends email and SMS notifications when new leads arrive
- •Delivers booking confirmation messages
- •Sends quotes with one-click approval links
- •Triages inbound SMS and routes to the right response
- •Uses your business-approved templates for every message
Scheduling Agent
Keeps your calendar running smoothly by sending reminders and handling schedule changes automatically.
- •Sends appointment reminders via email and SMS
- •Handles job declined → reassignment flow
- •Keeps customers informed of schedule changes
- •Reduces no-shows with timely notifications
Nurture Agent (AutoFollow)
Runs follow-up sequences on leads and quotes so opportunities don't go cold. When a customer replies, AI reads the message and alerts you with a summary.
- •Starts lead nurture sequences automatically after first contact
- •Runs the 5-email quote follow-up sequence (AutoFollow)
- •Stops sequences automatically when customer takes action
- •Parses inbound replies with AI to detect intent
- •Schedules AI auto-responses when enabled
Billing Agent
Sends invoices, deposit requests, and payment reminders on policy-driven timelines so you get paid faster.
- •Sends invoice and deposit messages automatically
- •Runs payment chase sequences for overdue invoices
- •Delivers payment confirmation receipts
- •Follows your billing policies and timing rules
Ops Agent
Keeps your staff informed and aligned with automated reminders, assignment notifications, and daily summaries.
- •Sends staff invite emails
- •Delivers job assignment and update notifications
- •Runs daily staff summary emails
- •Sends job reminders before scheduled start times
Reputation Agent
Collects reviews from satisfied customers and analyzes sentiment to help you build your online reputation.
- •Sends review request emails after job completion
- •Follows up with reminders if no review is left
- •Notifies you when a new review is received
- •Analyzes review sentiment with AI
AI Credit Usage
Most agent actions use pre-built templates and cost zero AI credits. Credits are only used for AI-powered features like reply parsing and sentiment analysis.
| Action | Cost |
|---|---|
| All email/SMS notifications | 0 credits |
| Quote follow-up sequence (all 5 emails) | 0 credits |
| Appointment reminders | 0 credits |
| Invoice and payment messages | 0 credits |
| Parsing a customer reply (intent detection) | 1 credit |
| Review sentiment analysis | 1 credit |
| AI auto-response draft | 1 credit |
AI agents are included in all ServiceHub plans. They start working the moment you send your first quote or book your first job.