Fred for windows & doors.
Book in-home measures and installs, capture energy and security questions, and qualify whole-home replacements around the clock, an AI agent that fills the consult calendar without tying up your office.
Every consult, captured and routed.
Drafty windows and a high energy bill push a homeowner to finally get quotes. Fred answers, captures the window count, the style, and the energy goals, and books the in-home consult, while whole-home replacements and commercial jobs get qualified and routed without tying up your office.
What Fred does
- Answers hours, service area, and the products you carry
- Books in-home consultations and measures
- Captures count, style, and energy-efficiency goals
- Qualifies whole-home replacement and commercial jobs
When Fred hands off to you
- Broken glass or a security issue with an entry door
- Pricing changes, change orders, or scope adjustments
- A complaint, warranty claim, or property-damage dispute
- Anyone asking to speak with a person
What Fred won’t do
- Promise a final price sight-unseen
- Guarantee specific energy-savings figures
- Advise on structural changes to an opening
Pre-configured for windows and doors: replacement windows, entry and patio doors, energy efficiency, whole-home replacement, and commercial work.
Drafty windows. Fred books the measure.
Talk to Fred.
Server-side guardrails
Example rules to review and configure for your deployment.
Every windows and doors deployment runs the Home Services & Construction pack. The panel below illustrates industry rules, custom rules, and intended boundaries. Configured checks target recognized patterns; they can miss context or flag harmless content. Confirm the active rules and test them for your deployment. Example messages are illustrative and must be adapted to your services and escalation workflow.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.home-services
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| home-safety-escalate | ESCALATE | S4 | input | This sounds like it could be dangerous. If there’s an active gas leak, electrical hazard, or structural failure, leave the area and call 911 or your utility company. Please contact our team directly through the published support channel. | contains: gas leak, smell gas, sparking wires +12 |
| home-no-hazardous-instructions | DENY | S4 | input | For safety, I can’t provide step-by-step instructions for work that requires licensed professionals. This work involves permits, inspections, and safety requirements. Let me connect you with a licensed contractor instead. | contains: rewire, gas line, electrical panel +14 |
| home-no-guarantees | DENY | S3 | output | We stand behind our work, but specific warranty terms and guarantees are provided in writing by our licensed team. Let me connect you for details. | contains: lifetime guarantee, guaranteed fix +10 |
| home-no-scope-changes | DENY | S3 | input | Scope changes, pricing adjustments, and change orders need to be handled directly with your project manager in writing. Let me connect you. | contains: change the scope, add this to the job +10 |
| home-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with our management team who can review the situation and make it right. | contains: work is defective, poor workmanship +12 |
| home-estimate-escalate | ESCALATE | S2 | input | Let me connect you with our team to get a free estimate scheduled. We’ll send someone out to assess the job and provide accurate pricing. | contains: get an estimate, schedule a quote +14 |
| home-disclaimer | DISCLAIMER | S2 | output | Licensed contractors perform all regulated work. Permit requirements and licensing vary by jurisdiction. Verify your contractor’s license at your state licensing board. | contains: permit, license, contractor +11 |
Hard limits
Intended boundaries for the configured rules. Detection and handoff are not guaranteed.
- Do not give DIY instructions for electrical, gas, structural, or asbestos work
- Configure reminders to use licensed professionals for regulated work
- Do not guarantee a lifetime fix or warranty
Your custom rules
Layered on top of the pack, unique to your business. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that aren’t your business
- WARNbefore anyone is quoted a price over chat
- LOGwhen a visitor mentions a competitor by name
These industry rules stack on top of the always-on baseline, your region’s privacy and crisis rules, and macro overlays. See how the guardrail layers work
Know which job to call back first.
With an enabled integration, Fred can send lead scores and conversation summaries to your system. Delivery depends on your configuration and the receiving system.
Windows and door questions.
Will Fred quote a price per window?
Fred explains how your pricing works and captures the count and style, but it won’t commit to a final number sight-unseen. It books the in-home consult so you measure and price the real openings.
Can Fred promise energy savings?
Fred can describe the efficiency features of your products, but it won’t guarantee specific savings figures. It captures the customer’s energy goals and books the consult.
What about a broken window or a security issue?
Configured patterns can flag broken-glass or entry-security inquiries for your team. Test notification delivery and confirm receipt; for an immediate threat, contact emergency services directly.
Does it handle whole-home and commercial?
Yes. Whole-home replacements and commercial jobs are qualified separately and flagged as higher-value leads so they reach the right estimator quickly.
Book every window consult. Stay in your lane.
Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.