Calls arrive while the team is busy
On site, managing a survey, speaking with another customer or overseeing an active project, answering every call is difficult.
UZ PROCONSTRUCTION
CASE STUDYEvery phone call.
A clear next action.
How UZ Pro Construction connected incoming calls, lead qualification, home surveys and CRM updates with a custom AI Receptionist.
UZ Pro case study voice agentReady when you are
- Client
- UZ Pro Construction
- Industry
- Construction & bathroom renovations
- Service area
- London
- Solution
- AI Receptionist & Voice Agent
24/7
Available while the team is on site, with customers or outside office hours.
Call to calendar.
Qualify the enquiry and book a home survey during the conversation.
Conversation to CRM.
Structured customer context, a call summary and a clear next action.
Every missed call
could mean a missed project.
Homeowners across London contact UZ Pro about bathroom renovations, ensuites, wetrooms and walk-in showers. Many enquiries start with a phone call.
But calls can arrive while the team is on site, speaking with another customer or managing an active project. Valuable enquiries could be missed, delayed or handled inconsistently.
The business needed consistent call handling without another full-time administrative role.
Missed calls create more administration
Callbacks, handwritten notes and manual CRM updates add work before an enquiry can progress.
Every caller needs a different next step
A new renovation enquiry, an existing customer and a supplier should not follow the same call flow.
Opportunities need consistent follow-up
Qualification, appointment booking and next actions need to carry through from the conversation to the team.
An AI Receptionist
that can take action.
Adeptive Solutions implemented a custom Voice Agent connected directly to UZ Pro’s CRM, calendar and business information. It became the first point of contact for incoming calls.
Part of the business, from the first conversation.
The agent works with UZ Pro’s services, service areas, project process, frequently asked questions and qualification criteria. It understands why someone is calling and determines the appropriate next step.
Answer new enquiries
Understand whether a caller needs a bathroom renovation, ensuite, wetroom, walk-in shower or another relevant project.
Qualify the opportunity
Capture customer, property and project details, budget, specification and desired start date.
Check postcode coverage
Confirm the caller is within UZ Pro’s service area before progressing the enquiry.
Provide indicative pricing
Use approved business pricing guidance. A final fixed quotation is confirmed after a home survey.
Book a free home survey
Check available calendar slots and book directly into the diary during the call.
Update the CRM
Create or update the lead, store a structured call summary and record the next action.
Route and transfer calls
Connect existing customers, quote questions and complex issues to the appropriate team member.
Trigger outbound follow-ups
Support confirmations, visit reminders, estimate follow-ups and re-engagement for leads that did not book.
The right context for a qualified lead.
Consistent information gives the team a useful opportunity to work with.
Customer namePhone numberEmailPostcodeProperty typeBathroom sizeProject typeDesired specificationIndicative budgetDesired start dateAdditional requirements
From phone call
to CRM, automatically.
A typical new enquiry can progress from the first conversation to a booked survey without staff manually coordinating every step.
Answer and understand
The customer calls. The AI Receptionist answers immediately and understands the project.
Capture the details
Collect customer and property information, then check postcode coverage.
Guide the customer
Answer common questions and provide approved indicative pricing guidance.
Qualify the opportunity
Understand project requirements and whether the enquiry meets UZ Pro’s criteria.
Check and book
Check calendar availability and book a free home survey.
Update the CRM
Create or update the lead, including qualification status and appointment details.
Record the next action
Store the call summary, transcript or recording reference and follow-up requirements.
Confirm and notify
Send confirmation to the customer and notify the UZ Pro team.
The team receives a qualified opportunity rather than a missed-call notification.
Understand the intent.
Route the call intelligently.
The agent does not treat every caller the same. Select a call type to see how the next action changes.
A new enquiry becomes a qualified opportunity.
The AI understands the proposed renovation, collects customer and property details, checks postcode coverage and offers a free home survey.
- Identify project type and requirements
- Check location and qualification criteria
- Provide approved indicative pricing guidance
- Book an available survey slot
- Create or update the CRM opportunity
New renovation enquiry → AI Sales Agent
Every conversation becomes
structured business data.
The CRM is updated as the conversation happens. The team no longer needs to listen back to missed calls, copy information from notes or manually create every lead.
Contact
- Name
- Phone
Opportunity
- Project type
- Location
- Estimated value
- Lead status
- Expected timeline
Conversation
- Call summary
- Transcript
- Key questions
- Customer requirements
Activity
- Survey booked
- Follow-up task
- Assigned team member
- Next action
Business contextControlled, relevant information
ServicesService areasProject processFAQsApproved pricing guidance
AI ReceptionistUnderstand, qualify and act
Conversation logicQualificationIntent routingEscalation rules
Connected operationsRecords, appointments and next actions
CRMCalendarConfirmationsFollow-up tasksHuman transfers
Every conversation.
Every opportunity. One view.
The management dashboard brings calls, appointments, leads, outcomes, conversions and AI activity together.
Call activity and outcomes
See inbound and outbound volume, calls answered by AI, recent conversations, duration, intent, outcome and next action.
Lead pipeline
Track opportunities from New Call to Qualified, Survey Booked, Quote Sent and Won.
Bookings and qualification
See new CRM opportunities, free home surveys booked and callers meeting project and location criteria.
Conversion and human transfers
Understand how calls become leads and appointments, and which conversations require human involvement.
A clear outcome for each conversation.
Survey bookedQualified leadQuote requestedFollow-up requiredExisting customerHuman transferOutside service areaNot qualified
A phone line became
an operational lead channel.
The biggest change was not simply that calls were being answered. Every conversation could become structured data and a clear next action, reducing administrative work for the team.
| Before | After |
|---|---|
| Calls depended on someone being available | Every call can be answered instantly |
| Missed calls required manual callbacks | New enquiries are automatically qualified |
| Customer information collected manually | Customer information captured consistently |
| Booking required back-and-forth communication | Surveys can be booked during the call |
| CRM records created manually | CRM records created automatically |
| Call notes varied between team members | Every conversation has a structured summary |
| Follow-ups depended on someone remembering | Follow-ups can trigger automatically |
| Limited visibility into phone enquiries | Call and conversion activity visible from one dashboard |
Available when the team is busy.
On site, driving between projects, with another customer or outside normal working hours: callers can receive an immediate response and the business can capture the opportunity.
More than an answering service.
The AI Receptionist understands the customer, uses business context and takes action: qualify, book, update, route, transfer and follow up.
Built around UZ Pro’s
calls, customers and process.
Adeptive Solutions connected call flow discovery, controlled business knowledge, integrations and analytics into one front-line system.
Call flow discovery
Map the main reasons customers call and identify what should be automated, transferred or escalated.
Business knowledge
Provide controlled access to services, process, areas covered, FAQs and approved pricing guidance.
Voice agent development
Create the conversation logic, qualification process, tone and escalation rules.
CRM integration
Connect calls to real business records that can be created or updated automatically.
Calendar integration
Connect appointment availability so callers can book home surveys directly.
Intelligent routing
Map caller intents to the appropriate agents, workflows and human team members.
Follow-up automation
Trigger confirmations, reminders and sales follow-ups from call activity.
Analytics dashboard
Create a central view of calls, appointments, leads, outcomes, conversions and AI activity.
An AI-powered front desk.
Part of the operation.
UZ Pro gained an always-available front desk. Every inbound call has a clear path. New opportunities can be captured, qualified customers can move towards a booked survey and conversations can update the CRM automatically.
The AI Receptionist became part of UZ Pro’s sales and operations infrastructure, with management able to see activity from one clear dashboard.
How many opportunities
go unanswered?
Adeptive Solutions builds AI Receptionists and Voice Agents that connect directly with your CRM, calendar and business systems. Turn every call into a clear next action.
Book a free AI consultation Qualify customers. Book appointments. Update records. Route calls. Trigger the next step automatically.