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kelvin.ai

How it works

Kelvin chases.
You stay in charge.

No black box. Kelvin finds the opportunities, drafts the follow-up and reads the replies. You approve every word, and your team does what it does best — book and close.

01

You + Kelvin ops

Audit your FSM

Upload one export (or connect Housecall Pro). Our team checks the numbers by hand, spot-checks records against your data and publishes a report within 48 hours.

Your data is deleted after 30 days if you don't continue.

02

You, the owner

Approve every message

For each customer group, you see five real messages rendered with your customers' details. Edit the copy, change the cadence, then approve. Approved templates are locked; edits need a fresh approval.

One switch pauses one campaign — or everything — in under a minute.

03

Kelvin

Follow up, politely and legally

Email first. Text messages only to customers with documented consent. Every conversation opens with “This is Kelvin, your company's AI assistant” and a way to reach a person. Replies are read in seconds; anything unusual goes to a human on our ops desk.

Sends only 9am–7pm in the customer's time zone, max one a day and three a week.

04

Your CSR + comfort advisor

Your team books the work

“Yes, renew me” and “Can you come Tuesday?” land as clean tasks for your office. When an estimate customer is ready to talk, your advisor gets a text within five minutes with the quote and the conversation.

From spring 2027, bookings go straight into Housecall Pro.

05

You, every Monday

See the dollars

A dashboard and a Monday-morning email show renewals, won estimates and the revenue Kelvin influenced — with the attribution rule printed right next to the number. A small random holdout group is never contacted, so we can show what changed because of Kelvin, not just alongside it.

No vanity metrics. Revenue, by agent, vs. what you pay.

What Kelvin will not do

Hard lines, enforced in code.

The AI reads replies and drafts answers only from your own price book and FAQ. If it isn't sure, a person handles it.

✕

Diagnose equipment

No “sounds like your compressor”. Ever.

✕

Invent a price

Every $ must match your approved price book.

✕

Talk financing terms

No rates, no monthly payments, no “approved”.

✕

Pretend to be human

It says it's an AI, and never denies it.

Free · 48 hours · Your own data

Find out what's stuck in your FSM before you pay a cent.

Twenty minutes of your time, one export from your software, and a dollar number built from your own tickets.