Meet Ivy: Your AI Intake Agent for Home Service Leads

A lead comes in. Just a name and a number. No address, no idea what they need, no clue if they're even in your area.

So you call back. You spend ten minutes pulling the basics out of them. Half the time they're not a fit anyway. That's ten minutes you didn't have, gone.

This is what Ivy fixes. Ivy is your AI intake agent. She asks the right questions up front, collects every detail you need, and qualifies the lead before it ever reaches you. By the time a job hits your calendar, you already have the full picture.

Here's what she does, where she works, and when to put her to work.

Who Is Ivy

Ivy is the intake agent on the Copilot Automations team.

Her job is to gather information and qualify the lead. She's the one who makes sure no lead reaches you half-baked. She asks what they need, where they are, how soon, and anything else you need to know before you commit time to the job.

She's not a form people ignore. She has a real conversation, collects the answers, and sorts the good-fit leads from the ones that would waste your day.

Ivy is one of a few agents we build, each with a specific role. She's the one focused on clean intake.

What Ivy Does

Ivy handles the questions you'd normally have to ask yourself.

• She collects the details. Name, address, service area, what the job is, how urgent it is. Whatever you need to know before you book or quote. She gets it all in one conversation.
• She qualifies the lead. She checks the lead against your rules. In your service area or not. The kind of work you do or not. Ready to move or just browsing. So you spend time on real jobs, not dead ends.
• She asks the way you would. Because we build her around your business, she asks the questions that matter for your trade. A roofer needs different details than a plumber. Ivy knows yours.
• She hands off a clean lead. Once she's gathered everything, the lead is ready. Brooke can book it. Sage can work it. Either way, nobody starts from scratch.

Where Ivy Works

Intake happens wherever a lead first reaches out, so Ivy runs across your channels.

• On your website. Ivy runs in the chat widget. She greets visitors, asks what they need, and collects their details right there instead of letting them leave a half-filled form.
• Over text and DMs. Ivy handles SMS, email, and Facebook and Instagram messages. When an ad lead comes in thin, she fills in the gaps before the lead goes anywhere.
• On the phone. Ivy can gather details on inbound calls too, so the caller's info is captured and sorted before it lands on your plate.

Wherever a lead shows up without enough detail, Ivy is the one who fills it in.

When to Put Ivy to Work

Here are the spots where Ivy earns her keep.

• Your leads come in thin. Just a name, just a number, no context. Ivy gets the rest so you're not guessing.
• You waste time chasing basics. You call back to ask the same questions every time. Ivy asks them up front so you don't have to.
• Bad-fit leads eat your schedule. Out of area, wrong service, not ready. Ivy filters those before they take a slot.
• You show up to jobs missing info. You get there and find out it's not what you thought. Ivy collects the details so there are no surprises.
• You quote a lot of jobs. Good quotes need good information. Ivy gathers what your estimate needs before it reaches you.

Why an Agent Beats Doing It Yourself

You could collect all this yourself. Most owners do, one phone call at a time.

The problem is it adds up. Every lead means another round of the same questions. Every thin lead means a callback. Every bad-fit lead means time you can't get back. That's hours a week spent on intake instead of on the job.

Ivy does it for you, the same way every time, the second a lead comes in. The good ones reach you ready. The bad ones never eat your day.

And you don't set her up or run her. We build Ivy around your trade and your rules, run her, and tune her over time. AI is your co-pilot, not another job on your list. You do the work. She handles the intake.

Want to see Ivy in action? We'll show you how she qualifies a lead, collects the details, and hands it off ready to book, set up around your business. Book a free demo at demo.copilotautomations.com/otto and see her live.

Stop losing jobs to missed calls.

Get a done-for-you Client Concierge Service.