Question 1

Is this an HVAC virtual receptionist?

Accepted Answer

Yes. AI CSR Live is a manually approved HVAC virtual receptionist add-on for overflow and after-hours phone answering. It collects basic job details like name, phone, city, issue, urgency, and callback preference, then gives your owner or team a clean follow-up summary.

Question 2

What does AI CSR Pro do?

Accepted Answer

AI CSR Pro is for shops that want a more advanced AI call-intake workflow. It adds deeper intake guidance, stronger urgency routing, more structured summaries for complex calls, and priority setup support.

Question 3

What is the difference between Live and Pro?

Accepted Answer

Live is the simpler add-on for capturing overflow or after-hours calls and flagging urgent issues. Pro adds more guided qualification, stronger routing rules, and more setup help for shops with higher call complexity.

Question 4

Does AI CSR replace staff or an answering service?

Accepted Answer

No. It can support your phone answering service path when your team cannot answer in real time, but your staff still owns booking, dispatch decisions, follow-up, and quality control. The core CallBack HVAC product remains missed-call text-back and lead recovery.

Question 5

How does approval and setup work?

Accepted Answer

AI CSR is manually approved before it is enabled. Setup confirms the intake questions, overflow or after-hours window, urgency handling, and team handoff expectations before any customer-facing call intake is turned on.

Question 6

Is AI CSR included in the free trial or base plan?

Accepted Answer

No. The 14-day trial and $149/month plan cover the core missed-call text-back product. AI CSR Live and AI CSR Pro are paid add-ons shown with the current base subscription and are not included in the free trial.