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AI Phone Agents for Home & B2B Service Companies

AI Phone Agents
That Answer Calls
and Take Action

Lacy.ai deploys AI Phone Agents that help Home Services and B2B Service companies answer inbound and after-hours calls, qualify leads, book appointments, capture orders, route urgent requests, and automate the work that follows every conversation.

AI Optimization included
CRM and calendar ready
Inbound and after-hours
Built for service teams
Customer00:28
Intelligence Layer
Lacy AI robot

CRM

Updated

Customer Profile Look Up

★★★★★

Service Request

SR-4287

Appointment

Booked

May 23, 2025 • 10:00 AM

Calendar

Connected scheduling system

Follow-Up

Sent

Analytics

Operational performance insights

Workflow Action

Completed
Capture Every Customer Conversation
Transform Conversations Into Operational Intelligence
Trigger Workflows and Actions in Real Time
Deliver Faster, More Consistent Service
Real AI Phone Calls

Hear how Lacy handles real service business calls.

Inbound call handling Repeat customer support Order and job intake Clear next steps

Listen to real examples of Lacy answering calls, capturing details, recognizing customer needs, and moving each conversation toward the right next action.

Trusted by service businesses modernizing customer operations

Customer Proof + Operational Action

A Better Customer Conversation Should Move the Entire Operation Forward.

Lacy.ai does more than answer the phone. Every conversation is understood, structured, and converted into the next operational action across scheduling, CRM, routing, follow-up, and service delivery.

K2 Roofing and Remodeling testimonial about working with Lacy.ai
01 · CaptureEvery customer conversation
02 · UnderstandIntent, urgency, and context
03 · ActBookings, routing, and workflows
04 · ImproveFaster, more consistent service
Implementation Partner

More than AI voice software. A launch partner for your call operations.

Lacy.ai gives service teams the platform to run AI Phone Agents and the hands-on implementation support to make them work inside the way your business actually operates. We help configure call flows, booking logic, CRM updates, workflows, testing, and performance optimization so your AI agent is built around your customers, your team, and your operating process.

Call flow design Booking logic CRM updates Workflow automation Testing and optimization

Launch Readiness

Configured
Call intake mapped Service type, urgency, location, contact details, and next step.
Ready
Booking logic configured Appointment rules, availability, qualification paths, and handoff logic.
Ready
Systems connected CRM fields, calendar updates, summaries, dispositions, and workflows.
Ready
Performance optimized Real call testing, prompt tuning, scenario review, and launch improvements.
Live
Phone Agent CRM Calendar Dispatch Follow-up
Built around your call reality. We help shape the AI agent around the calls your team actually receives, not a generic script.
Configured for your systems. Lacy.ai can support CRM updates, calendar logic, lead routing, workflows, and structured post-call data.
Improved after launch. Your AI Phone Agent can be reviewed, tuned, and optimized as real calls reveal new scenarios.

The Operating Problem

Service companies, from ice delivery providers to field service teams, receive time-sensitive calls around the clock. Restaurants, hotels, events, home-owners, and businesses need fast delivery, after-hours support, and accurate order capture. When details are missed, response slows, or requests are routed incorrectly, operations break down fast.

Customer testimonial style image featuring a Lacy.ai robot and San Francisco Ice Company

Every missed call can become a missed job. Lacy.ai turns the phone into a connected growth system that captures demand, qualifies customers and homeowners, books the next step, and moves every outcome into the CRM, calendar, and workflows your team already uses.

Missed calls cost jobs Speed decides conversion Follow-up must be consistent Systems need clean call data

Stop losing jobs to voicemail.

Lacy answers when your office is closed, your team is busy, or call volume spikes after campaigns, storms, referrals, and peak-season demand.

Know who is ready to book.

Lacy captures service type, address, urgency, timeline, contact details, and next-step readiness before your team spends time chasing the lead.

Connect calls to your systems.

Lacy can sync summaries, transcripts, recordings, variables, dispositions, appointments, and follow-up triggers into the tools that run your business.

The issue is not just call volume. The issue is inconsistent intake, delayed response, missed context, and manual handoff between the customer conversation and your operating systems.
The opportunity is operational clarity. Every customer call can become structured data your team can act on immediately, from booking to dispatch to follow-up.
Inside the Platform

Built like SaaS. Launched with a team behind you.

Lacy.ai gives home service teams a real AI Phone Agent platform for calls, workflows, call records, performance, and integrations. Your team gets the software, plus AI Optimization support to help configure it around your business.

Live Platform View

AI Advisor

Optimization recommendations help your team improve agent settings, call quality, reliability, and performance as real customer calls come in.

Optimization Performance
Product Screenshot
Lacy.ai AI Advisor interface
Connected Call Operations

Every call becomes usable business data.

Lacy.ai captures call summaries, transcripts, recordings, extracted variables, dispositions, booking outcomes, and follow-up triggers so your team gets more than a conversation. They get the next step.

Call History Screenshot
Lacy.ai call history interface
Integrations

Connect calls to the tools that run your business.

Lacy.ai connects phone conversations to your CRM, calendar, SMS, email, spreadsheets, dispatch process, webhooks, and internal workflows. The result: every qualified call can update systems, alert teams, and move work forward automatically.

300+integration pathways
HubSpot
Salesforce
Zapier
Slack
Google
Microsoft
Stripe
Twilio
ServiceTitan
Housecall Pro
Builder Prime
Zoho CRM
WhatsApp
QuickBooks
Airtable
Open API
Webhooks
Calendars
See all 300+ integrations → CRM, calendar, SMS, email, webhook, API, and workflow connections for home service teams.
AI Optimization Included

You get the platform. We help optimize the launch.

Most home service teams do not want to spend weeks figuring out AI prompts, call routing, booking rules, CRM fields, workflow logic, and edge cases on their own. They want an AI Phone Agent that can be configured around how their business actually handles calls.

That is why Lacy.ai includes AI Optimization support. Our team helps map your call flow, configure your agent, connect your systems, test real scenarios, and improve performance after launch.

Call Flow DesignWe map services, lead types, service areas, urgent requests, booking rules, and escalation paths.
Agent ConfigurationWe help configure voice, model behavior, prompts, variables, qualification questions, and call logic.
Workflow SetupWe connect outcomes to CRM updates, calendars, SMS alerts, email follow-up, and internal notifications.
Ongoing OptimizationWe review real performance signals so your agent gets sharper after launch.
Low-Lift Launch Path
01

Discovery

We map your services, call flows, service areas, booking logic, CRM, and follow-up process.

Guided
02

Agent Build

Lacy.ai configures the AI Phone Agent, business rules, prompts, tools, and call handling logic.

Built
03

System Connections

We help connect outcomes to CRM updates, calendars, SMS, email, booking workflows, and internal alerts.

Connected
04

Testing and QA

We test real call scenarios, adjust the agent, validate variables, and review outcomes before launch.

Tested
05

Launch and Improve

Your AI Phone Agent goes live with a path for continuous optimization as more calls come in.

Live
Customer Story

"We no longer handle 99% of our incoming calls. Lacy.ai greets customers, answers questions, captures orders and notifies drivers instantly. It is not just impressive, it is genuinely useful to our day-to-day operations."

Paul Wisecarver · Owner · San Francisco Ice Company · sfice.com
★★★★★
Outcomes

Put an AI Phone Agent on the front line of your business.

Your customers are already calling. The question is whether each call is being answered, qualified, captured, booked, and followed up on with the speed your business needs.

Appointment BookedCalendar ready
Lead QualifiedSales ready
CRM SyncedData updated
Workflow TriggeredNext step fired
SMS SentFollow-up active
Team AlertedOffice ready
Quote Request CapturedEstimate ready
Call Summary GeneratedTeam informed
Lacy.ai — AI Phone Agents That Answer, Book & Convert 24/7