AI Agent

HeavySet Tech - Turning Leads Into Booked Appointments — Automatically

HeavySet AI Agent · Your 24/7 appointment setter

An appointment setter that answers every lead in minutes, not hours.

The AI Agent texts every new lead, qualifies them with your script, books the appointment in your CRM and confirms it before your rep drives out. It never forgets a follow-up, and your team can step in at any point.

See how it works ↓Talk to HeavySet

Capital Construction lifted its appointment set rate about 5% year over year

Summit Bath & ShowerAI Agent · after hours

Example

SUN 9:48 PM · WEB FORM

Hi Dan, it's Jenna with Summit Bath. Thanks for reaching out about a new shower! Is the home at 2210 Ridge Rd yours?

AI · 2 minutes after the form

Yes we own it

Great. I have Tuesday at 10:00 AM or Wednesday at 5:30 PM open. Which works?

Wednesday evening

Appointment booked in CRM · Wed 5:30 PM

What you get

A setter on every lead, without adding headcount

Leads go cold while they wait for a callback. The AI Agent reaches them while they're still thinking about the project, then does the follow-up work your team never has time for.

Speed to lead

Every new lead gets a personal text within minutes, nights and weekends included.

Booked in your CRM

The agent offers real open times and writes the appointment straight into your CRM.

Confirmed before the drive

It checks in before the visit and turns "can't make it" into a new time.

Lost deals revisited

A No Sale or No Demo result can start a fresh, tailored conversation.

24/7booking without a round-the-clock call center

If you think about what it would cost to have a 24-hour call center doing what HeavySet does, it's a no-brainer.

Jennifer LeeCustomer Experience Coordinator, Care Free Homes, Inc.

Read the full story →

01Setup

Built from your call-center script

Send us the script your setters already use. HeavySet turns it into an AI agent with your company name, your service area, your products and your qualifying questions, then tests it with you before it ever texts a lead.

Your process, not generic AI. It asks the questions your best setters ask, in the order you want.
Preview before go-live. Walk through example conversations and adjust the script until it sounds right.
We manage it for you. Need a change? Request it and HeavySet updates the script.

Your setter scriptExample

Greeting in your voiceYour company, your setter name
Your qualifying questionsThe ones your team already asks
Offer open timesFrom your real availability
Book the appointmentSaved to your CRM

Built and tested with your team before go-live

02Every new lead

First text in minutes, follow-ups that never slip

The moment a lead lands in your CRM, the agent starts the conversation. If they go quiet, it follows up on a schedule you set, so no lead is dropped because someone got busy.

Day or night. Evening and weekend leads get answered too.
Feels personal. Conversations read like a helpful person from your office, not a bot.
Aimed at the right leads. Use different scripts by product or lead source.

Dan WhitfieldNew lead · shower

Example

MON 12:06 PM

Lead created in CRM

Hi Dan, it's Jenna with Summit Bath. Are you replacing a tub or updating an existing shower?

TUE 10:00 AM

Just checking back, Dan. Happy to get a free estimate on the calendar whenever you're ready.

Follow-up 1 of 4

Sorry, busy week. Replacing the tub

03Booking

Real appointments, written straight to your CRM

The agent offers only open times, books the one the homeowner picks, and records the appointment in your CRM along with what it learned. Your team sees a note with the full transcript.

Qualified before booking. Your reps show up knowing the project and who will be there.
Your team is notified. Email or Slack alerts when the agent schedules, confirms, reschedules or cancels.

Dan WhitfieldBooking

Example

TUE 10:14 AM

Got it. Will anyone else be part of the decision on the project?

Yes, my wife will be there too

Perfect. I have Thursday at 4:00 PM or Saturday at 11:00 AM. Which is better?

Saturday

Appointment set · Sat 11:00 AM

CRM note added with transcript

04Before the appointment

Confirms the visit and saves the reschedule

Ahead of the appointment the agent asks the homeowner to confirm. If plans changed, it offers new times before anyone talks about canceling, and alerts your team.

Reschedule before cancel. New times are offered right in the same thread.
Replies to reminders are handled. If someone answers a reminder text, the agent picks it up.

Dan WhitfieldConfirmation

Example

THU 11:00 AM

Hi Dan, confirming your free estimate Saturday at 11:00 AM. Does that still work?

Actually something came up, we may need to cancel

No problem at all. Would Monday at 5:30 PM, Tuesday at 10:00 AM or Tuesday at 6:00 PM be easier?

Tuesday at 6 works

Rescheduled · Tue 6:00 PM

Reschedule alert sent to your team

05After a No Sale

Brings lost deals back to the table

When an appointment result comes back as No Sale or No Demo, the agent can reopen the conversation with a message written for that situation.

Rachel KimFollow-up · No Sale

Example

3 WEEKS LATER

Result: No Sale

Hi Rachel, it's Jenna with Summit Bath. Have you had a chance to think over the shower project? We have new financing options this month.

Maybe. What would the monthly payment look like?

Your consultant can run real numbers with you. Want me to set up a quick follow-up visit?

06Always

Every conversation, summarized for your team

Every conversation the agent has is saved with the full transcript, an AI summary and how it ended. A dashboard tracks conversations, appointments, confirms and cancels over time.

Easy to review. Find any conversation and see how it ended at a glance.
Jump in any time. Pause the AI from the SMS inbox, reply yourself, and it stays out of the way.

Dan WhitfieldAppointmentComplete

Project: Tub-to-shower conversion
Ownership: Homeowner, both spouses attending
Booked: Sat 11:00 AM, 2210 Ridge Rd

AI summaryDan replied after one follow-up, confirmed ownership and address, and booked a Saturday estimate. Prefers texting over calls.

One agent, more places

The same agent works wherever leads reach you

Website chat

Chat on your website

Can someone come out this week?

Put the same agent in a chat window on your site, with your branding and quick-reply buttons, so visitors can book without filling out a form.

Drip campaigns

Answers replies to your drips

Day 14 offer→AI reply

When a lead answers a nurture text weeks later, the agent picks up the conversation and works toward an appointment.

SMS inbox

Suggests replies for your team

✦ Suggested reply

When a person is handling a thread, the inbox can draft a reply for them to review and send.

Built to stay in your control

Helpful to homeowners, accountable to you

You approve the script

Preview full conversations before go-live, and request changes any time after.

People can step in

Pause the AI on any thread from the SMS inbox and take over the conversation yourself.

Knows when to stop

Conversations that go off track are wrapped up politely and flagged for your team.

Opt-outs honored

Opt-out replies are honored automatically and recorded in your CRM.

You set the limits

Decide what the agent handles on its own and what it hands to your team.

Everything on record

Every conversation is saved with a transcript and an AI summary.

Send us your script. We'll build your setter.

HeavySet builds the agent from the script your team already uses, connects it to your CRM and texting number, and tests it with you before it goes live.

Talk to HeavySet

Send us your call-center script and offers
Preview example conversations and fine-tune
Connect your CRM and SMS number
Go live and watch appointments land in your CRM

Conversations shown are examples.