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An AI answering service for your contracting business

A remodel enquiry needs the project scope, rough budget, and timeline before it's worth an estimate visit — not a same-day dispatch. Cysora qualifies the project, books the estimate, and keeps existing-job questions moving to whoever's actually running that job, instead of guessing.

An AI answering service for your contracting business

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Worked examples

How a call becomes a qualified estimate visit

New project enquiry

Caller: "We're thinking about redoing our kitchen — new cabinets, maybe moving a wall. Do you do that kind of work?"

The agent asks:

  • Roughly what's the scope — cosmetic updates, or structural changes like moving a wall?
  • Do you have a rough budget range in mind, or a timeline you're working toward?
  • What's the property address, and is it inside our usual service area?

Job summary

Issue
New remodel enquiry — kitchen, possible structural change
Service area
Address confirmed inside the configured service area
Preferred time
Estimate visit offered from the business's supplied availability
Next action
Estimate visit booked; logged to the Lead Inbox with the scope details captured, no price quoted on the call.
Captured details
Project scope as described · Rough budget range or timeline · Property address

Why this outcome: The business's own configured minimum project size and scope — not the agent's judgment — decides whether this is worth an estimate visit; the agent never prices the job itself.

Existing job, status question

Caller: "You're mid-project on our bathroom right now — any update on when the tile guys are coming back?"

The agent asks:

  • Can you confirm the property address so I can flag the right project?
  • What's the best number for your project manager to reach you back?

Job summary

Issue
Status question on an active project — no new scope requested
Service area
n/a — existing project, not a new enquiry
Preferred time
Not scheduled — routed for a callback
Next action
Routed to the project's own team; the agent doesn't invent a schedule update it doesn't have.
Captured details
Property address · Callback number · Nature of the status question

Why this outcome: Active-job status lives with the crew and project manager running that job, not with the agent — it logs and routes rather than guessing at a timeline.

Outside scope or minimum

Caller: "We just need one light fixture replaced in a bathroom — is that something you do?"

The agent asks:

  • Just to confirm, is this a single fixture swap with no other work involved?

Job summary

Issue
Small single-item job — below the business's configured minimum project size
Service area
n/a — scope mismatch, not a location issue
Preferred time
Not scheduled
Next action
Told plainly this falls outside the business's usual project scope, with whatever referral guidance is configured — never booked as an estimate visit the business won't actually take on.
Captured details
Job description: single fixture replacement

Why this outcome: The business's own configured minimum — not the agent's judgment — decides fit, and a mismatch is stated honestly rather than booking a visit that wastes both sides' time.

How it’s built

The same configurable engine, applied to your business

Every Cysora agent runs on the same four-step engine — what makes it yours isn’t a different template, it’s the rules you configure inside each step. Here’s how those four steps actually play out for a business like yours:

Needs Discovery

Asks the right questions to understand exactly what the caller needs — configured by you, not a fixed script.

It qualifies scope, rough budget, and timeline before anything gets booked — the same questions you'd want an office coordinator asking before your time gets committed.

Similar Projects

Checks the request against your own configured rules and examples before deciding what happens next.

It checks the job against your configured minimum project size, so a mismatch is said plainly instead of wasting an estimate visit.

Proposal Creation

Turns what it learned into a concrete next step, following your pricing, scheduling, and escalation rules.

It never prices a job on the call — that's what the in-person estimate is for.

Next Steps

Books the visit, logs the lead, or hands off — exactly the way you've configured it to end.

It ends in a booked estimate visit, never a signed contract or an invented number.

Personalize

How your scope and minimums are configured

You set your minimum project size or scope, your real service area, what counts as a project you don't take on (and what to tell those callers), and your estimate-visit availability. The same qualifying questions you'd train a new office coordinator to ask before booking your time.

Scale

Every channel, one conversation

You edit the modules and rules above once, in one place — the resulting agent deploys across every channel below without separate setup for each.

WebsiteLive

Embedded on the contracting business's own website.

WhatsAppLive

Same conversation continues over WhatsApp for callers who prefer to text.

PhoneLive

Answers your phone line directly — the same agent, the same configured rules, whether the call comes in by voice, web, or WhatsApp.

EmailLive

Replies from your business inbox with the same configured rules — the same agent whether the conversation started by phone, WhatsApp, web, or email.

The same configured agent answers every channel it's deployed on, so a lead who starts on the website and later calls gets the same qualifying questions instead of starting over with someone else.

Questions before you try it

What buyers ask first

Can it give me a ballpark price over the phone?

No — it qualifies the project (scope, rough budget range, timeline) and books an estimate visit. Pricing comes from your team once they've actually seen the job.

Does it handle change orders or updates on a project already underway?

No — it routes those to your project manager or crew lead. It doesn't have visibility into daily job-site progress, so it doesn't guess at a status update.

What if a project is smaller or bigger than what you usually take on?

It says so plainly, using whatever minimum project size or scope you've configured, and gives your referral instructions if you have them — it doesn't book an estimate visit for work you won't actually take on.

Can I keep my existing business number?

Yes — forward your existing number to the agent rather than handing out a new one.

What does setup involve?

Your minimum project size, real service area, and estimate-visit availability — a configuration pass with your team, not custom software development.

What’s out of scope today

  • Does not price a job or provide an estimate on the call — schedules an in-person estimate visit instead.
  • Does not track or report status on projects already underway — routes those questions to the project team.
  • Does not commit to a start date until the estimate and contract stage.

Also built for

Advertise

Once intake is converting reliably, the project language callers actually use — not your marketing site's terms — is what should drive the business's paid search.

How this example was produced

Reproducible internal demonstration, synthetic caller data

The scenarios above reflect how a contractor-style agent is actually configured in the Cysora builder, run against synthetic caller scenarios.

Last checked 2026-09-08

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