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Let an AI virtual agent named Karen book HVAC maintenance calls when a promo text floods the phones

who Randi Thompson, service operations manager at Bill Joplin's Air Conditioning and Heating (Dallas-Fort Worth), as told in a ServiceTitan customer story

What it does

ServiceTitan's AI Virtual Agent, which the team named Karen, books and reschedules maintenance calls directly inside ServiceTitan and escalates to a human CSR when needed. Callers press 1 to talk to Karen instead of a person.

Tool cost

See the vendor’s pricing

Setup

Easy · or we do it from $497

Tools

ServiceTitan AI Virtual Agent

The problem

A preventive-maintenance text to roughly 400 customers sent droves calling at once, tying up four CSRs with a queue of 15 callers and counting. Summer heat makes hold times worse, and seasonal hires take too long to train.

What happened

As reported by ServiceTitan: 1,300+ calls handled in three and a half months; over 90% of the calls Karen answered ended in a booked job, 72% with zero human intervention. Thompson says setup took about 20 minutes, and the team kept up after going from five CSRs to four.

Vendor case study Quoted in the source: Randi Thompson, Service Operations Manager, Bill Joplin's Air Conditioning and Heating. Source: ServiceTitan customer story: Bill Joplin's AI virtual agent Karen (2026-04-20) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.

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How to set it up yourself

  1. Start the AI agent on one narrow job, like booking and rescheduling maintenance visits.
  2. Connect it to your field-service software so it books real slots, not messages.
  3. Give callers a choice (press 1 for the AI) and keep a clear handoff to a human CSR.
  4. Turn it on before you send a promo text or email blast so the rush doesn't hit hold.

Rather not do it yourself?

We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.

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