What does a conversation between a buyer’s agent and a business’s Agent Concierge actually look like? Here is one, turn by turn, for a roofing contractor. The tool names are the real ones a home improvement pack registers on a contractor’s site.
The setup: a homeowner in Atlanta noticed water staining on a bedroom ceiling after last week’s storm. They ask their agent to find a roofer who can look at it soon, and to set something up.
Turn 1: the agent checks fit before it asks for anything
The agent has found the contractor’s site. Before requesting anything, it calls check_fit with what it knows: roof leak, storm damage, a ZIP code.
check_fit is read-only and safe to call first. It screens the request against what this contractor actually takes on and answers may_qualify, outside_scope or a review verdict, with the reasons and the routing. It is a screening, not a quote.
The Agent Concierge answers: yes, roof leaks and storm damage are work this contractor does, and the ZIP is inside the service area. The contractor’s licence is on file with the state, and here is where to check it. Pricing depends on the roof’s size, pitch and material, and an estimate visit settles it.
Two things matter in that answer. Every fact comes from what the contractor has published, and where the contractor attached a proof (the licence lookup, the service-area list), the agent gets the link. And the answer ends with what is worth asking next: what should the homeowner have ready for the visit? and request an estimate.
Turn 2: what to have ready
The agent takes the offer and calls get_prep_checklist. The answer is practical: photos of the stained ceiling and of the roof from the ground if it is safe, the rough age of the roof, and an insurance claim number if the homeowner has opened one.
This turn exists because a visit that starts prepared is a better visit for both sides. The agent passes the list to its person, who now has a reason to trust this contractor over the one whose site said “Call for a free quote!” and nothing else.
Turn 3: the request, pre-filled
The homeowner says to go ahead. The agent calls request_estimate with every fact it already has from the conversation: the problem, the storm, the ZIP, a preferred window for the visit.
Three things still have to come from the homeowner: a name, a phone or email, and their agreement to be contacted about this request. Nothing reaches the contractor without them.
Turn 4: the homeowner’s go-ahead, one of two ways
On the contractor’s page. If the homeowner is on the contractor’s site, the confirm step (confirm_request) renders as a card on the page, under the contractor’s name. They read the details, tick the consent, and confirm.
Through their own agent. If the homeowner is talking to their agent somewhere else and has told it to go ahead, the agent completes the request for them, with their name, a way to reach them and their go-ahead, and gets a reference back to tell them.
Either way, the request reaches the contractor, and the lead records which way the homeowner said yes. The reference the agent reads back is the one the contractor’s team will see.
What the contractor receives
A request that arrives scoped:
- the homeowner’s own words
- the facts the agent gathered
- how the homeowner said yes: on the card, or through their own agent
- consent recorded, per channel
- what their agent asked first, with a link to replay the conversation
It lands in the team’s Leads inbox and in an email that opens with what their agent asked first. The homeowner gets the reference and what happens next, on the card or from their agent.
Compare that with the contact form it replaces: a name, an email and a textarea that says “roof leak”. With the form, the first call is spent finding out what happened. With this request, the estimator already knows, and the first call can be about when to come out.
What the Agent Concierge will not do
Some of the most important behaviour is what it refuses:
- It answers from what you have published. It does not invent a price, a slot or a credential. When a fact has a proof attached, the agent gets the link.
- It says no. When the job is outside what the contractor takes on,
check_fitsays so, with the reason. A turned-away agent is better than a lead your team has to call back and decline. - It sends nothing without a yes. Nothing is delivered without a name, a way to reach the person and their go-ahead, given on the contractor’s card or relayed by their own agent. Every lead records which.
- An agent can’t opt anyone into marketing. It can complete a request, and the contractor can answer it, but only the person’s own tick signs them up for the contractor’s marketing.
- In regulated verticals, the rules are in the code. A health tool that asks a clinical question, or a housing tool that asks about a protected class, fails the build before it can ship.
Where this stands
The home improvement pack, these tools, both ways of saying yes and the delivery are built and deployed. We have not yet run it end to end for a customer. Until we have, everything here describes what the product does, not results.
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