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Agentes IA

Los agentes de IA en ServiceHub automatizan tareas repetitivas de comunicación con clientes para que tu equipo pueda enfocarse en el trabajo real.

How It Works

Each agent handles a specific domain of your business. They work together behind the scenes — triggered by events like new leads, booked jobs, or sent quotes — so the right action happens at the right time without manual effort.

  • Agents run automatically based on real business events
  • Every action is logged in the activity timeline
  • You stay in control — agents follow your business rules and templates
  • No AI credits required for most agent actions

Concierge Agent

Customer-facing communication

Handles all outbound communication with your customers — from lead notifications and booking confirmations to quote delivery and status updates.

  • Sends email and SMS notifications when new leads arrive
  • Delivers booking confirmation messages
  • Sends quotes with one-click approval links
  • Triages inbound SMS and routes to the right response
  • Uses your business-approved templates for every message

Scheduling Agent

Appointments and reminders

Keeps your calendar running smoothly by sending reminders and handling schedule changes automatically.

  • Sends appointment reminders via email and SMS
  • Handles job declined → reassignment flow
  • Keeps customers informed of schedule changes
  • Reduces no-shows with timely notifications

Nurture Agent (AutoFollow)

Automated follow-up sequences

Runs follow-up sequences on leads and quotes so opportunities don't go cold. When a customer replies, AI reads the message and alerts you with a summary.

  • Starts lead nurture sequences automatically after first contact
  • Runs the 5-email quote follow-up sequence (AutoFollow)
  • Stops sequences automatically when customer takes action
  • Parses inbound replies with AI to detect intent
  • Schedules AI auto-responses when enabled

Billing Agent

Invoices and payment collection

Sends invoices, deposit requests, and payment reminders on policy-driven timelines so you get paid faster.

  • Sends invoice and deposit messages automatically
  • Runs payment chase sequences for overdue invoices
  • Delivers payment confirmation receipts
  • Follows your billing policies and timing rules

Ops Agent

Internal team coordination

Keeps your staff informed and aligned with automated reminders, assignment notifications, and daily summaries.

  • Sends staff invite emails
  • Delivers job assignment and update notifications
  • Runs daily staff summary emails
  • Sends job reminders before scheduled start times

Reputation Agent

Reviews and feedback

Collects reviews from satisfied customers and analyzes sentiment to help you build your online reputation.

  • Sends review request emails after job completion
  • Follows up with reminders if no review is left
  • Notifies you when a new review is received
  • Analyzes review sentiment with AI

AI Credit Usage

Most agent actions use pre-built templates and cost zero AI credits. Credits are only used for AI-powered features like reply parsing and sentiment analysis.

ActionCost
All email/SMS notifications0 credits
Quote follow-up sequence (all 5 emails)0 credits
Appointment reminders0 credits
Invoice and payment messages0 credits
Parsing a customer reply (intent detection)1 credit
Review sentiment analysis1 credit
AI auto-response draft1 credit

AI agents are included in all ServiceHub plans. They start working the moment you send your first quote or book your first job.