Consults booked and order questions answered while your consultants are in living rooms.
Your consultants spend their day inside customers' homes and your installers are on ladders. The AI receptionist answers in your company's name, books consults into the right calendar, answers where-is-my-order calls from the CRM and sends partners to a person.
Two kinds of calls, and neither should interrupt a consult
Most calls to a window treatment dealer are one of two things. A new buyer wants to schedule a consultation, or an existing customer wants to know when their shades will arrive. The first should be booked right away, before the buyer calls the franchise down the road. The second needs an accurate answer from your order records. A consultant halfway through a presentation should not have to take either call.
A third, smaller group matters more than its size suggests: interior designers, builders, remodelers and property managers. They send repeat work and expect quick, knowledgeable answers. An answering service that takes a message and treats them like a homeowner lead can cost you a relationship that brings in dozens of jobs a year.
What an AI receptionist for window treatments has to do
We build the script from your real calls and your answers.
Qualify and book consults
Which rooms, how many windows, any odd shapes, the main goal (light, privacy, heat, safety, motorization) and a time when the problem is visible, booked into the right consultant's calendar by area.
Answer order status from the CRM
Whether the order is in production, shipped or ready to install, and offer install dates once everything has arrived, without making up a delivery date.
Handle the common questions
Whether the consult is free, what products you carry, whether you do motorized shades or shutters, what areas you cover and how long custom orders take, all in your words.
Recognize partners
Known designers, builders and property managers are routed to the person who handles their accounts, with a summary texted ahead of the handoff.
Flag service and remake calls
A shade that stopped working, a motor that will not pair or a damaged slat is logged as a service request on the existing job instead of a new lead.
How we set it up for a blinds and shades dealer
It runs on your number and your calendars.
Consultant calendars by zone
Consults book into the right person's schedule with travel time between visits, and the receptionist offers times that cluster appointments by area.
Order lookup tied to the CRM
Callers are matched by phone number or name and order, and the receptionist reads the current status of each order line rather than guessing.
Your answers, in your voice
Product, area, warranty and timing answers come from you and are updated whenever your lineup or lead times change, and it never quotes a price you did not approve.
Texts after each call
New buyers get a confirmation with the consultant's name and a few prep tips, such as clearing the window area; existing customers get the order status in writing.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
AI Reception for blinds & window treatments, answered.
Can it tell a customer exactly when their order will arrive?
Only what your records show. If a manufacturer has given an expected ship date, it can share that; otherwise it explains the order is in production and someone will confirm the install date.
Will it try to sell products on the phone?
No. It books the consult and answers basic product questions. The selling happens in the home with samples, where it belongs.
Can it handle calls from designers?
Yes. It recognizes known partners or asks, then routes the call to the right person or texts them a summary.
What about after hours?
It answers every call. Most after-hours callers want to book a consult, so it schedules them into the next available opening.
AI Reception for blinds & window treatments. Owned by you.
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