Intake & Qualification
01Captures name, address, damage type, insurance status, and urgency level in one call. Routes the complete intake directly into your Zuper pipeline without re-entry.
Lead IntakeNever miss another call
Stop drowning in calls.
Start automating it.
CSR Agent is your AI receptionist for overflow,
after hours, and the jobs voicemail costs you.
Trusted by Maven, A&A Roofing Services & others
CSR Agent
1:18Agent Hi there, Mary. You've reached Maven Roofing...
CSR Agent
0:42Agent Hi there, Mary. You've reached Maven Roofing Services. This is Mavis...
350+Calls Per Month
$60KSaved Annually
100xPeak Surge Capacity
90%AI Calls → Booked Jobs
Works Across
Inbound Calls
SMS & Text
Power Dialer
CapabilitiesYour newest hire.
Your newest hire.
Starting today.
CSR Agent knows your business because it runs inside Zuper. So it doesn't just answer calls. It books inspections and creates jobs on the spot.
Appointment Booking
02Presents available time slots, locks in the inspection time, and creates the job record in Zuper before the call ends.
SchedulingEstimation & Quote Queries
03Answers pricing and scope questions instantly. Flags complex deals for your sales team to own and close.
Sales SupportJob Status Updates
04Pulls live job data from Zuper and communicates progress, schedule changes, and next steps to homeowners.
Customer ServiceBusiness & Services FAQ
05Knows your services, coverage areas, warranty terms, and financing options. Answers the same way your team would.
FAQ HandlingEmergency Triage
06Identifies active leaks, storm damage, and structural concerns on the call. Escalates critical cases to on-call crews while capturing full intake.
Storm ResponseIntake & Qualification
01Captures name, address, damage type, insurance status, and urgency level in one call. Routes the complete intake directly into your Zuper pipeline without re-entry.
Lead IntakeAppointment Booking
02Presents available time slots, locks in the inspection time, and creates the job record in Zuper before the call ends.
SchedulingEstimation & Quote Queries
03Answers pricing and scope questions instantly. Flags complex deals for your sales team to own and close.
Sales SupportJob Status Updates
04Pulls live job data from Zuper and communicates progress, schedule changes, and next steps to homeowners.
Customer ServiceBusiness & Services FAQ
05Knows your services, coverage areas, warranty terms, and financing options. Answers the same way your team would.
FAQ HandlingEmergency Triage
06Identifies active leaks, storm damage, and structural concerns on the call. Escalates critical cases to on-call crews while capturing full intake.
Storm ResponseIntake & Qualification
01Captures name, address, damage type, insurance status, and urgency level in one call. Routes the complete intake directly into your Zuper pipeline without re-entry.
Lead IntakeAppointment Booking
02Presents available time slots, locks in the inspection time, and creates the job record in Zuper before the call ends.
SchedulingEstimation & Quote Queries
03Answers pricing and scope questions instantly. Flags complex deals for your sales team to own and close.
Sales SupportJob Status Updates
04Pulls live job data from Zuper and communicates progress, schedule changes, and next steps to homeowners.
Customer ServiceBusiness & Services FAQ
05Knows your services, coverage areas, warranty terms, and financing options. Answers the same way your team would.
FAQ HandlingEmergency Triage
06Identifies active leaks, storm damage, and structural concerns on the call. Escalates critical cases to on-call crews while capturing full intake.
Storm ResponseGet StartedFrom setup to live calls
From setup to live calls
in minutes.
No dev team. No long onboarding.
Step 01
Agent Identity
Name your agent, set the personality, and define expertise areas.
WorkflowsMany scenarios.
Many scenarios.
One agent.
See exactly how the CSR Agent handles your most critical call types with real sample transcripts.
New Lead Intake & Booking
The CSR Agent picks up as your company, identifies what the caller needs, builds their profile, captures the roofing issue, and books the inspection — all on one call.
- Greet & RoutePicks up as your company. Asks if it's a new inspection, existing project, or something else.
- Build the ProfileCollects name and phone. If the caller skips a field, the agent moves on.
- Confirm the AddressCaptures property address, reads it back, and confirms before proceeding.
- Capture the IssueAsks what's going on with the roof. Logs the damage description and confirms homeowner status.
- Book the InspectionOffers a date and time, confirms the appointment, and creates the job in Zuper.
John — Maven Roofing Services
3:00 · New Roof Inspection
- Mavis · Maven RoofingHi there. You've reached Maven Roofing Services. Are you calling about a new roof inspection, an existing project, or something else today?
- JohnNew roof inspection.
- Mavis · Maven RoofingAll right, let's get your profile set up. Can I have your full name, please?Profile
- JohnIt's John Smith.
- Mavis · Maven RoofingGreat. Could you give me the property address?
- Mavis · Maven RoofingYour roof inspection is all set for tomorrow at 9 AM.Confirmed ✓
Impact
Results from Day One.
From the first call it answers, the CSR Agent is already improving your close rates, your pipeline, and your bottom line.
Higher Close Rates
Speed to lead is the #1 driver of close rate in home services. When every call is answered on the first ring, you win the job before your competitor even sees the missed call.
Isaac
Greenville, OH
0:42
Listening...
Lead Captured
Capacity on Demand
Storm season, emergency leaks, seasonal rushes — when your call volume spikes, the CSR Agent scales with it and handles every call the same way your team would.
SURGE
458%
A
B
C
Pipeline Stays Pristine
Every call creates a structured lead record in Zuper. Your team wakes up to a qualified pipeline, not a pile of voicemails to parse.
New
Qualified
Booked
Revenue Per CSR
The CSR Agent handles routine intake, booking, and status updates so your team can focus on complex conversations and customer relationships that drive revenue.
78%
22%
⏱
40h
Saved/wk
📈
+23%
Revenue
Fraction of the Cost
Adding another CSR to cover nights, weekends, and overflow is expensive. The CSR Agent covers those gaps around the clock, so your team's time goes further.
I
I need a roof inspection...
N
Let me schedule that right away.
N
<2s response
One Platform, One Workflow
Intake, qualification, booking, and job creation all happen inside Zuper. One system your team already uses — nothing extra to learn, connect, or pay for.
Call
Qualify
Book
Pipeline
One workflow · Zero tools
Customer Story
Proven in a real storm surge.
A&A Roofing. December 2025. 458% call surge. Zero missed leads.
$440K
Deal Value Captured During Storm
95
Calls Handled at Peak Demand
100%
Response Rate
A&A Roofing · Storm Surge · Dec 2025
When the storm hit, we didn't miss a single call. The AI Agent handled the surge and we captured every opportunity, without adding a single person to the team.
A major storm struck A&A Roofing's service area in December 2025, a 458% spike in inbound calls with every crew already in the field. Instead of losing leads to voicemail, the AI Agent answered every call, qualified every lead, and logged every job.
A&A Roofing
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