We build custom AI agents and software for your business.
AI agents that answer your calls, follow up with every lead, and book jobs straight into your CRM. Plus custom CRMs, software, and workflows. Built for your business and run by our team.
Regulance operations · Rivera Plumbing, sample day
Overview · Sample business
Everything running for Rivera Plumbing
All systems on
14Calls answered
6Jobs booked
5Leads called
9Review texts
The Regulance team
Watching every agent
Monitoring
Receptionist
Calls, quotes, booking
Booked Sun 8 am
Speed to lead
New leads called in a minute
Called in 41s
Quote follow up
Open quotes, yes or no
Won, booked Mon
Custom CRM
Built for Rivera Plumbing
Every job logged
Review agent
Texts after each job
Sent to Maria G.
01/AI agents
Seven AI agents, built and run for your business.
Each agent is built for your business, connected to your CRM and calendar, and run by our team. It works like another person on your staff. Start with one and add more whenever you want.
Callers get real answers, a quote from your own price list, and a booked appointment instead of voicemail. It works inside your calendar and CRM, and you get a summary of every call.
Books and reschedules appointments in your calendar or CRM
Answers two calls at once, so nobody hears a busy signal
Screens telemarketers and wrong numbers
Hands urgent calls straight to your cell
Receptionist · Live call
Inbound · Rivera Plumbing, sample
Live call
Live
1Answer
2Qualify
3Quote
4Book
5Summary
JC
Jordan C. (213) 555 0142 · 00:47
CallerHi, my kitchen sink is backed up and it is getting worse. Can someone come out today?
ReceptionistI can help with that. A drain clear starts at $149. The earliest opening is today at 4:30 pm. Should I book it?
CallerYes, please.
ReceptionistYou are booked for today at 4:30 pm. See you then.
Writing the call summary
Call outcome
Booked
Today, 4:30 pm
Calendar
Google Calendar
Quote
Drain clear from $149
Summary
Emailed to the owner
Rules it follows
Speaks only from your approved info
Quotes from your own price list
Says it is an AI if you want it to
Hands urgent calls to your cell
Transfer to owner
Calls new leads in a minute
Calls, texts, and emails every new lead within a minute.
When a lead comes in from your ads or your website, the agent reaches out right away, while they are still interested. It keeps following up by phone, text, and email until they book or say no.
Starts within one minute of the lead coming in
Follows up on a schedule you approve
Books the appointment straight into your CRM
Stops the moment they book or opt out
Speed to lead · New website lead
Leads · Rivera Plumbing, sample
Priya S., new lead
Booked, follow ups stopped
Website form2:14 pm
Name
Priya S.
Phone
(626) 555 0188
Message
My water heater is leaking. Can someone look at it this week?
New lead from your website form
Priya S. wrote in about a leaking water heater.
Lead in
Called Priya 41 seconds after she sent the form
No answer, so the follow ups keep going.
No answer
Sent a text
Offered Thursday 10 am or Friday 2 pm.
Text sent
Sent an email
The same two times, in case she checks email first.
Email sent
Priya replied and booked
Thursday 10 am, written into your CRM.
Booked
Second call
Cancelled. She booked, so the agent stopped.
Stopped
The text Priya got
Sent 2:15 pmHi Priya, this is Rivera Plumbing about your water heater. We can come Thursday at 10 am or Friday at 2 pm. Which works? Reply STOP to opt out.
Every CRM is full of people who asked about a job and never booked. The agent calls and texts them, finds out who is still interested, and books them in.
Old quotes, past customers, and cold leads
Maintenance plans and seasonal work
Booked straight into your calendar
Lead reactivation · Saved list
CRM list · Rivera Plumbing, sample
Past customers and old leads
Done for today
LM
Linda M.Water heater flush, last one in 2024Replied to the text
Booked Sat 9 am
CD
Carlos D.Maintenance plan, customer since 2023Answered the call
Interested
BT
Ben T.Water heater flush, last one in 2023Replied STOP, skipped
Opted out
GH
Grace H.Old quote for a water softenerReplied to the text
Interested
NR
Nina R.Maintenance plan, customer since 2022Text sent 10:40 am
No answer
OB
Omar B.Old lead for a leak repairTry again in spring
Not now
The text Linda got
Sent 10:12 amHi Linda, this is Rivera Plumbing. Your water heater is due for its yearly flush. Want us to come out this week? Reply STOP to opt out.
Linda, 10:20 amSaturday morning works.
Next round, Thursday
Nina R.Call again
Ben T.Skipped, opted out
Rules it follows
Only people who gave you permission
Texts only 9 am to 8 pm
STOP opts out for good
Booked straight into your calendar
Gets a yes or no
Follows up on every quote you send until you get an answer.
Every customer gets the same polite ask, with one gentle follow up at most. More reviews come in without you chasing anyone.
Texts only between 9 am and 8 pm
STOP opts a customer out instantly
Customer replies are sent to your email
Can start on its own when your CRM marks a job done
Review agent · After every job
Texts · Rivera Plumbing, sample
Review requests
Quiet hours 9 am to 8 pm
Customer
Job
Status
Detail
MG
Maria G.Today
Water heater
Sent
4:10 pm
DP
Dev P.Today
Leak repair
Held
Sends 9:00 am
AR
Alicia R.Friday
Repipe
Follow up
One, on day 3
TW
Tom W.Thursday
Toilet install
Replied
Sent to your email
SK
Sam K.Monday
Drain clear
Opted out
Replied STOP
The text Maria got
Sent 4:10 pmHi Maria, thanks for choosing Rivera Plumbing today. If you have a minute, a quick Google review would really help a small business like ours.
Rules it follows
The same polite ask to every customer
Never before 9 am or after 8 pm
One follow up at most
STOP opts out instantly
Replies go straight to your email
Sells the extra work
Follows up on the extra work your techs recommend.
Your technician spots more work on the visit. The agent knows those recommendations, then calls and texts the customer afterward to explain them and book the job.
Trained on your services and your techs' notes
Calls and texts at times you approve
Booked jobs go straight into your CRM
Upsell · After the visit
Upsell · Rivera Plumbing, sample
Ken A., leak repair today
Follow up job booked
✓Visit notes
✓Call
✓Text
✓Booked
Visit notesLuis, Tue 11:20 am
Fixed the leak under the kitchen sink. Water pressure is high at 95 psi. Hard water buildup on the faucets.
Luis recommends
Pressure regulatorBooked Fri 1 pm
Water softenerFollow up in 2 weeks
Follow up job
Job
Pressure regulator install
When
Fri 1:00 pm
From
Luis's visit notes
CRM
Booked
Rules it follows
Only customers who gave you permission
Trained on your services and your techs' notes
Calls and texts at times you approve
STOP opts out for good
Booked jobs go straight into your CRM
The call and text Ken got
Upsell agent · call, 4:30 pmHi Ken, this is Rivera Plumbing about today's visit. Luis found your water pressure is high and recommended a pressure regulator. We can put one in Friday at 1 pm. Should I book it?
KenYes, book it.
Text · 4:34 pmYou are booked Friday at 1 pm for the pressure regulator. Luis also recommended a water softener for the hard water. Reply if you want it added. Reply STOP to opt out.
Handles the rush
Answers the flood of calls when everyone needs you at once.
Storms, heat waves, and busy seasons bring more calls than any office can handle. The agent answers all of them, knows your whole process, and tells callers where they stand.
Answers many calls at the same time
Gives updates from your schedule
Shares arrival times when we connect your dispatch or GPS tracking
Overflow support · Freeze morning
Inbound · Rivera Plumbing, sample
Freeze morning, Tuesday 7:10 am
6 calls at once
6Calls now
0On hold
14Stops today
3Trucks out
Line 103:12
Rosa P.Giving an update
Second stop today. Arrival about 10:40 am.
Line 201:48
Mike S.Booked
Frozen pipes. Booked the first open time, 1 pm.
Line 300:36
Joan W.Urgent, sent to your cell
Water will not shut off. Handed to the owner.
Line 402:05
Lee H.Giving an update
Fourth stop today. Arrival about 2:15 pm.
Line 501:10
Ana C.Taking details
No hot water. Getting the address and the problem.
Line 600:04
New callerAnswering
Just picked up.
Rules it follows
Answers many calls at the same time
Gives updates from your schedule
Arrival times only when your dispatch is connected
Line 1 · Rosa P.
CallerMy pipe burst. When is your plumber coming?
Overflow agentYou are the second stop today. Your plumber is about 25 minutes away, so around 10:40 am.
CallerOur pipes froze. Can someone come today?
Overflow agentYes. The first open time today is 1 pm. You are booked.
CallerWater is pouring out and the shutoff will not turn.
Overflow agentI am connecting you to the owner right now. Please stay on the line.
CallerIs my appointment still on for today?
Overflow agentYes. You are the fourth stop today, so around 2:15 pm.
CallerWe have no hot water this morning.
Overflow agentI can help. What is the address, and is the heater gas or electric?
Overflow agentThanks for calling Rivera Plumbing. How can I help?
CallerHi, I think my pipes are frozen.
Arrival timesConnected
Rosa P.10:40 amSecond stop, about 25 min away
Lee H.2:15 pmFourth stop today
From your dispatch system
More agents
We also build email agents and text agents that answer and follow up in your inbox and over text.
We build custom AI agents and software for local businesses, and we run them for you. Agents that answer your calls, call back new leads within a minute, follow up on quotes, reach out to old leads, sell the extra work your techs recommend, handle the rush in your busy season, and grow your Google reviews. We also build custom CRMs, software, workflows, and websites. You tell us what you need on one call, the team builds it, you approve it, and we run it every day.
Do I have to set anything up?
No. The team builds everything and runs everything. You never touch software or settings. For the receptionist we set up forwarding from your existing line, so the number on your trucks, your storefront, and your Google profile stays the same. If you ever cancel, you turn the forwarding off. The line is yours.
Does it work with my CRM?
Our agents book into Google Calendar, Cal.com, and Calendly, and we build them into your CRM when it has an API, so they can see your schedule and book, move, and confirm appointments. Tell the team what you use on the first call. If your tools cannot connect, or you do not have a CRM yet, we can build you a custom one.
Do you build custom CRMs and software?
Yes. If the tools you have do not fit how you work, we build ones that do: a custom CRM, internal tools for your team, or workflows that move leads and jobs between your apps on their own. Your agents plug straight into whatever we build.
Can I start with one agent?
Yes, and most businesses should. Start with the agent that fixes your biggest problem, like missed calls or quotes nobody follows up on. Once it is running we already know your business, so adding the next agent is quick.
What if the AI says something wrong?
It only speaks from the information your business approves: your services, your prices, your rules. You hear your receptionist and approve it before it ever answers a real customer, and if you want anything said differently, tell the team and we change it.
Will it sound robotic?
Call our AI at (213) 953 8076 and decide for yourself. It is a real voice with real pacing that handles interruptions. We can also have the agent identify itself as AI at the start of every call if you prefer or your industry requires it.
Can you grow my Google reviews?
Yes. After every completed job the review agent texts your customer a friendly request for a quick Google review, with one gentle follow up at most. The ask is neutral and goes to every customer, so it stays within Google's rules. It works on its own or alongside the receptionist.
What does it cost?
Agents run on a monthly plan, and custom software is quoted for the job. Tell the team what you need and you get a clear quote on the first call.
What about recording, calling, and texting rules?
We make no compliance certifications or legal guarantees. Recording, calling, and texting rules vary, so before anything goes live the team walks through how your agents handle disclosures and consent. Agents only call and text people who gave you permission to contact them, and they stop the moment someone opts out. In regulated industries, talk to the team first about what your agents should and should not discuss.
07/About
regulance.is one team that builds custom AI agents and software for local businesses and runs them every day. We learn how your business works on a single call, build the agents and tools you need, and keep them running, so the phone gets answered and every lead gets followed up while you do the job.