How it works
You keep running the business. Heron handles the phone.
Heron is an AI customer service representative (CSR) that answers the calls you cannot get to. It works alongside the phone setup you already have. No new number, no new equipment, no software to learn.
Getting started takes three steps, and we do the heavy lifting.
From your first request to Heron answering live calls is usually under 48 hours.
- Step 1
We build your AI CSR
Tell us about your business: your services, hours, service area and the questions callers usually ask. We configure your AI customer service representative around how you want callers handled. You do not write scripts or set up any software.
- Step 2
You forward calls to Heron
You keep your existing phone number. Forward your calls to your Heron number, either all the time or only when you miss them or it is after hours. Most carriers make this a two-minute setting, and we walk you through it. Nothing else about your setup changes.
- Step 3
Heron starts answering
From that point on, every call you cannot take is answered by your AI CSR. You get a summary after each call and follow up when it suits you. Your first month is free while you see it work.
What happens on every call
Steps 1 to 5 happen while you are on the job. You only get involved at step 6.
- 01
A customer calls
A homeowner with a leaking water heater, a driver needing a brake job, a landlord clearing out a unit. They call your normal business number like they always do.
- 02
Heron answers right away
When you cannot pick up, the call forwards to Heron. Your AI CSR answers in your business's name, with a natural voice, any time of day or night. No ringing out, no voicemail.
- 03
It understands what they need
The caller explains the situation in their own words. Heron listens, asks the right follow-up questions and works out what the job is, where it is and how urgent it is.
- 04
It answers basic questions
Because it is configured around your business, Heron can answer the questions callers ask most: your hours, your service area, whether you handle their type of job. When it does not know something, it says so and arranges a human follow-up instead of guessing.
- 05
It captures their information
Name, callback number, what they need and how soon. The details you would have written down yourself, captured on every single call, even at 11pm on a Sunday.
- 06
You receive a call summary
Seconds after the call ends, you get a clear summary: who called, what they need, how urgent it is and their callback number. You can read it between jobs in under a minute.
- 07
You follow up and book the work
You call back the leads worth your time, when it suits you. The caller already spoke to someone, already gave their details and is expecting your call. That is a much warmer conversation than returning a voicemail.
Fair questions, straight answers
- Do my customers know they are talking to an AI?
- Heron answers in your business's name and speaks naturally. Most callers simply care that someone picked up and helped them, which is exactly what happens.
- What if a caller has an emergency?
- You decide how urgent calls are handled when we build your AI CSR. Heron can flag emergencies as high priority in the summary so you see them first.
- What if Heron does not know an answer?
- It never invents one. It takes the caller's details, tells them someone from your team will follow up, and includes the question in your summary.
- Can I still answer my own phone?
- Yes. Heron only takes the calls you miss or choose to forward. When you are free, you answer like you always have.
See it work on your own phone line.
We build your AI CSR for free, ready within 48 hours. Use it free for your first month.
Get yours built free