Restoration · AI intake
AI phone and chat intake for restoration inquiries
When someone calls about restoring a building, the first job is writing down who they are and what the project is. We've built and tested a GoHighLevel (GHL) voice assistant and chat assistant that do that, then answer the questions you picked. You try both on a test page and in your account, and edit them, before any customer reaches either one.
The job
Take down the project, answer the questions, then hand it over
The assistants cover the first conversation. Your estimator covers everything after it.
A new restoration inquiry has two halves. The person wants to describe what the building needs and leave a way to reach them, and they want answers: whether you take this kind of work and what happens next. Both halves can be handled the same way every time, by phone or by chat. The one thing nobody can handle well before the building has been seen is the price.
What we built. Our build was for a construction firm whose restoration work is commercial and office buildings. In HighLevel we gave it two assistants, one on the phone and one in chat. Each one collects the caller's contact and project information and answers the questions the firm configured. Neither quotes and neither books. Both of those were on the table early in the project; the owner later took them out of the assistants' job, and the build followed.
A test page before your website. A chat assistant is easiest to judge on a web page, so we built a plain test funnel with the chat widget on it. Our team chatted with the assistant there first, and it passed that test before the owner was asked to look. The page gave everyone a place to talk to the assistant without it going near the production site.
The owner tested it and changed it. Next the owner called the voice assistant, chatted with the chat assistant, and edited both in the account. The person who knows how your inquiries actually sound is the right one to fix a question that reads stiffly or an answer that is close but not quite yours.
Moved over, still off. Once the owner had tested and edited them, a snapshot carried the assistants into the firm's main account. The owner confirmed it had arrived and kept the activation hold in place, so the assistants stay off until they have been tested again in the account they will answer from.
Built for building inquiries, not emergency calls. This build takes inquiries about planned restoration of commercial and office buildings. It is not an emergency line for water, fire or mold. It sends no technician, gives no arrival time, decides nothing about insurance, and in the build we've tested the assistants do not read notes your team types on a contact.
What we set up
The pieces of a restoration intake build
Written into the plan you approve, then built and tested before it reaches your main account.
- A HighLevel voice assistant that takes down the caller's contact and project information
- A chat assistant with the same job, for people who would rather type
- Answers to the questions you choose, in wording you approve
- A plain test funnel with the chat widget on it, for testing away from your website
- Your own test and edit of both assistants in the build account
- A snapshot into your main account, held off until you test it there
- No pricing answers and no booking step in either assistant
How a setup runs
Five steps between a first call and a live assistant
A call with Rob
Thirty minutes on what a new inquiry sounds like at your company, what callers tend to ask, and what your estimator needs on paper before walking a building.
Questions and answers in writing
Each question the assistants ask, each answer they give and the way they close are in the plan document word for word. You sign off before we build.
Test page, then our test
The chat assistant goes onto a plain test funnel and we put it through its paces ourselves. It reaches you only after it passes.
Your turn to test and edit
You call the voice assistant, chat with the chat assistant and edit either one. Anything that strays outside the scope you set is fixed before the move.
Snapshot, QA report, switch-on
A snapshot moves the build into your main account, switched off. You get a QA report with screenshots of each part, and the assistants go on after you test them there.
What you bring
Four things to have ready
The questions your office asks
What you ask a new caller about the building and the project. Those become the questions the assistants ask.
The questions callers ask you
Whether you take a certain kind of job, how your process runs, what happens after the call. You approve each answer before it is used.
Someone to test and edit
The person who knows how your inquiries sound. They try both assistants and change the wording wherever it reads wrong.
A decision on price and booking
In our build the owner kept both away from the assistants. Tell us where you stand, and the plan is written to match.
Where it stops
The assistants take down contact and project information and answer the questions you set. They give no price or estimate, book nothing, dispatch no one, promise no arrival time and make no insurance decision. Every step after the conversation belongs to your team.
Services used
Where the voice and chat assistants get set up
HighLevel AI Employee setup
Chat and voice agents plus the knowledge base behind them, planned word for word and tested before launch.
See AI Employee setupHighLevel Voice AI agents
Inbound and outbound voice agents on HighLevel's own builder, with transfers, booking and the consent rules outbound calling needs.
See Voice AI agentsQuestions
What restoration companies ask about AI intake
Can we try the chat assistant before it goes on our website?
What does the assistant ask a caller?
What happens when a caller asks what the job will cost?
Is this an answering service for water and fire emergencies?
Who decides when it goes live?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryWalk Rob through a restoration inquiry
Bring a recent inquiry, by phone or by chat. In 30 minutes Rob maps what an assistant would have asked, what it could have answered, and the point where your estimator picks it up.