Inbound CSR

An AI voice agent that answers every call and books the job.

Inbound CSR is Cita's AI answering service for home services companies. It picks up on the first ring, day or night, pulls the customer's history from your CRM, books the appointment on the spot and transfers to a person the moment a call needs one.

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How it works
How it works

What Inbound CSR does, step by step.

  1. 01

    It answers on the first ring

    Route your main line, your after-hours line or just the overflow to the agent. It answers in your company's name, works out why the customer is calling and follows the call flow your office signed off on.

  2. 02

    It looks the customer up

    Connected to Housecall Pro, GoHighLevel or Cargas, the agent finds the caller's account, sees past jobs and equipment, and uses that context in the conversation instead of asking for details you already have.

  3. 03

    It books or hands off

    Routine jobs get booked into your schedule using the rules you set. Anything urgent, unusual or outside scope goes straight to a person. The agent never makes a caller answer a list of questions before it transfers.

What you get

Built for the front office, not the demo.

24/7 coverage

Nights, weekends, holidays and the 10am rush when every CSR is already on a call.

Live CRM lookup

Knows the caller, the address, the equipment and the last job before the customer finishes their first sentence.

Books the appointment

Offers real slots from your dispatch board or calendar and confirms by text.

Instant transfer

Say the word and the call goes to a human. Emergencies route to your on-call person with the details already captured.

Customers

Real results from real operators.

Budget Heating, Cooling and Plumbing

Budget Heating, Cooling & Plumbing

St. Louis, Missouri

“Cita AI has booked us 76 appointments in the first four weeks of March and saved my staff 33 hours. What I didn’t realize at the time was how much time it freed up and how it allowed me to re-orchestrate what people do and focus on more important jobs while the AI takes care of everything else.”
Nick Marchesano

Nick Marchesano

COO, Budget Air

Questions

Common questions about Inbound CSR.

Is this an AI answering service or a call center?

It is software that answers your phone, trained on your business, and it plugs into your CRM. There is no offshore team reading a script. Most shops keep their human CSRs and use the agent for overflow, nights and weekends first.

What if a caller wants a person?

Anyone who asks for a person gets transferred straight away, no questions first. After hours, the agent takes the details and your team calls back on the rules you set.

What happens with emergencies?

You define what counts as urgent, such as no heat in January or an active leak. Those calls go straight to your on-call person, with the caller's name, address and problem already captured.

Which systems does it work with?

GoHighLevel, Housecall Pro and Cargas today, with Twilio on the phone side. If you run something else, we check the API before we promise anything.

See what Cita can do
for your business.

Book a 15-minute demo and see how AI agents can recover revenue, save time, and handle your calls.