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Construction and installation: AI enquiry assistant for sun-shading installers

An AI enquiry assistant for sun-shading installers that answers questions about controls, remotes and wind sensors from approved manuals and passes faults on to your service team.

AI enquiry assistant for sun-shading installers. An AI assistant that answers from approved sources or hands over to a colleague. Example with demonstration data.

Which questions sun-shading installers keep getting.

After installation, sun-shading installers get questions that are mostly about controls: the awning does not respond to the remote, how do I pair a second one, why does it retract by itself, how do I make the wind sensor more sensitive. Some of these customers can sort out themselves with the right instructions. Others are genuine faults, or situations where a customer should not attempt anything, such as fabric rolling up crooked or an arm coming loose. The office and service engineers currently handle all of it by phone, including outside working hours in the first warm weeks.

AI enquiry assistant for sun-shading installers

Example
  1. 1

    Select guides per control type

    Done

    The assistant only uses instructions you have approved: short guides per motor type and control, explanations of wind sensors and end positions, care advice and information on service and warranty.

  2. 2

    Identify product and question

    In progress

    The assistant asks which type of shading and which control the customer has, possibly with a photo of the remote or the product label.

  3. 3

    Instructions or service request

    Next

    For a control question, the assistant gives the approved instructions step by step, with a warning to stop if in doubt.

From question to answer or colleague.

Select guides per control type

The assistant only uses instructions you have approved: short guides per motor type and control, explanations of wind sensors and end positions, care advice and information on service and warranty. Supplier manuals are only used if you have cleared them for this purpose. Anything outside those sources it does not answer.

Identify product and question

The assistant asks which type of shading and which control the customer has, possibly with a photo of the remote or the product label. For known customers it can use the unit installed at that address. If the question sounds like damage or a mechanical problem, it treats it as a fault report.

Instructions or service request

For a control question, the assistant gives the approved instructions step by step, with a warning to stop if in doubt. If that does not work, or there is damage, it creates a service request with product, address, description and photos. A member of staff gets in touch; the assistant promises no date or compensation.

On your own information, with a person behind it.

Questions reach sun-shading companies by phone, email, the website and sometimes messaging apps. Manuals sit with suppliers, on paper at the customer's home or in the heads of service engineers. The assistant uses a selection you compile and approve. Service requests land in the inbox, service system or schedule you already use. Details of what is installed at each address come from the job cards, where those have been recorded.

General guidance or per installed unit

General guidance per motor type is quick to set up and helps many customers. Guidance tied to what is installed at an address is more precise, but requires well-kept job cards and a way for the customer to identify themselves. At the start the assistant usually works with general guidance and asks about the product.

Let customers reset units or not

Some faults can be fixed by re-teaching a motor or pairing a remote. That saves a service visit, but a wrong step can wipe the end positions. You decide which procedures the assistant may explain and which always go to a service engineer, whatever the customer asks.

Answer outside office hours or not

Answering outside office hours helps customers who cannot get their awning out on a sunny Saturday. A fault report then waits until the next working day. The assistant says so honestly, so the customer knows when to expect a response and what they are better off leaving alone meanwhile.

What the AI assistant may answer.

The assistant is given your approved guides for the most common motor types and wind sensors, and creates service requests with photos. We put a routine question to it together about pairing a second remote, and a harder one: a customer reporting that the fabric rolls up crooked after a gust of wind, which belongs with a service engineer straight away. Guidance per address, based on what the job card says is installed, and more control types can be added later.

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Can the assistant see which unit a customer has?

Only if the installation is recorded on a job card and the customer can identify themselves, for instance with postcode, house number and a job reference. Otherwise it asks about the type of shading and the controls, possibly with a photo. Other customers' details are never visible.

Does it advise on wind sensor settings?

It explains how to adjust the wind sensor according to the approved guide. Which setting suits a particular exposure is not something it judges; for that it refers to a service engineer. That keeps customers from receiving advice that could lead to damage in high winds.

What happens when a customer reports damage to an awning?

The assistant asks for a description and photos, advises not to operate the unit if the approved text says so, and creates a service request. A member of staff assesses it and gets in touch. The assistant says nothing about warranty or cost.

Which questions should we keep away from the assistant?

Prices for new shading, made-to-measure requests and warranty claims belong with a person. The assistant can give general information about how you work and point to the enquiry form for a quote. You decide which topics it answers and which it always passes on.

Questions answered, also after hours.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeAI enquiry assistant for sun-shading installers Being filled in Ready for the call
What you want

AI enquiry assistant for sun-shading installers: control, remote and wind setting questions answered from approved guides, faults passed to service.

Parts
  • Select guides per control type
  • Identify product and question
  • Instructions or service request
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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