We use cookies to improve your experience, analyze site traffic, and serve tailored content. By clicking "Accept All", you consent to our use of cookies.

    Copilot Automations
    Book a Demo
    Back to Blog
    July 27, 2026Copilot Automations4 min read

    Meet the Copilot Automations AI Agents

    Most service businesses don't lose work to better competitors. They lose it to faster ones. The phone rings while you're on a job. You miss it. The lead calls the next contractor and never calls back.

    We fix that with a team of AI agents. Each one has a job. Together they cover the whole job, from the first call to the repeat customer a year later.

    Here's the team and what each one does.

    Brooke: Booking

    Brooke answers the lead, qualifies it, and books the job on your calendar. Phone, website chat, or text, wherever the lead shows up. She's the one who turns a ringing phone into a booked appointment while you're on the job. Read more about Brooke.

    Sage: Sales

    Sage works the leads that need more than a quick booking. She responds in under 60 seconds and follows up over days and weeks until the lead books or opts out. Most sales take five or more touches. Sage doesn't quit at one. Read more about Sage.

    Ivy: Info Gather

    Ivy qualifies the lead and collects every detail before the job reaches you. Service, location, urgency, whatever you need to know. So you stop wasting time chasing basics and showing up to jobs missing info. Read more about Ivy.

    Hazel: Support

    Hazel answers the common questions and handles routine requests all day long. Hours, pricing, service area, "can you come out." So you're not stopping work to reply to the same questions over and over. Read more about Hazel.

    Cora: Customer Support

    Cora looks after the customers you've already earned. She follows up after the job, asks for the review, and brings past customers back when it's time. The easiest revenue you have, worked for you. Read more about Cora.

    How They Work Together

    You don't need all five on day one. We look at where your business is losing jobs and put the right agents on it.

    Losing calls? Start with Brooke. Ad leads going cold? Add Sage. Drowning in questions? Hazel. Sitting on a dead customer list? Cora.

    Each agent is built around your business, run by us, and tuned over time. You don't manage any of it. AI is your co-pilot, not another job on your list.

    Want to meet the agents live? Book a free demo at demo.copilotautomations.com/otto and see them answer, qualify, and book, set up around your business.

    Stop losing jobs to missed calls.

    Get a done-for-you Client Concierge Service.

    Book a Demo
    Book a Demo
    Avatar
    Hi there! Have a question? Chat with us.
    Avatar
    Hi there! Have a question for me? Chat with me here.