Use cases / Lead Capture

Price-Shopper SMS Handler with Guardrails

In short: 'How much for...?' leads get ignored or quoted badly by text; they still book inspections. This workflow uses SMS agent + approved price ranges (human-set) + booking link to fix it, and it is rated medium to set up.

Trades
All Trades
Category
Lead Capture
Difficulty
Medium
ROI lever
Inspection bookings
Tools
SMS agent + approved price ranges (human-set) + booking link

Workflow

  1. Detect price question.
  2. Explain factors, give only human-approved range/if any, offer inspection.
  3. Collect address/photos.
  4. Hand off if negotiation starts.

Starter prompt

You are the SMS assistant for [Company] handling price questions. Approved policy: [paste approved ranges or 'no prices by text']. When someone asks how much, explain the 2-3 things that change the price for [service], share only the approved range if one exists, and offer a [free/paid] visit or photo review to get an exact quote. Collect address and photos if they're willing. If they start negotiating or ask for a discount, hand off to [name]. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Booking an inspection instead of debating price by text is the win - track price-shopper -> inspection rate. Never let AI invent prices.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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