Welcome to the very first Hearth AI Newsletter.
We’ll keep it short, simple, and focused on things that actually help you run your business. Each month you’ll get: best practices, real stories from other contractors, and quick tips to make sure your AI Receptionist is doing its job so you can stay focused on yours.
Taylor @ Hearth, Product Marketing
Best Practices: Getting the Most from Your AI Receptionist
1. Personalize Your Agent
Think of your AI like a new crew member. It needs clear directions. If you don’t want unqualified leads on your calendar, make sure to include what jobs, services, and materials you don’t do. It’s better to book no job than waste time on the wrong one.
Here’s why that matters: when the AI knows what jobs you want (and what jobs you don’t) it can qualify leads the way you would. That means fewer wasted appointments, more booked jobs that fit your business, and less time chasing homeowners who were never going to hire you in the first place.
Be specific. List out the services you offer, the materials you use, and even the areas you cover. Just as important → call out the jobs that aren’t a fit. The clearer you are, the better your AI can screen and schedule work that keeps your pipeline full of real opportunities, not dead ends.
The payoff? One quick setup saves you hours down the road. Your AI handles the busy work, so you and your team can focus on showing up, doing the job, and closing more business.
And you can have a Hearth team member do it all for you! Schedule time to work with an AI specialist to customize your receptionist.
2. Setting Up Call Forwarding: “Ring First”
Most homeowners still trust talking to a real person first. With Ring First call forwarding, your phone rings to you before the AI picks up, but most importantly, keep you in control.
How it works: Your phone rings first, giving you or your team the shot to answer. If you’re busy, the AI steps in so the customer never hits voicemail. It’s the best of both worlds: human when possible, AI when needed.
Good news, it’s easy to set up. Click below to get instructions to connect your AI Receptionist to your business line. If you need any help, call our team at (512) 851-8611.
Hear from Real Businesses using Hearth AI: Saving 35+ Hours of Admin Work with the AI Receptionist
For Travis Lawler at Two8 Construction, missed calls and endless admin work were eating up his team’s time. After setting up his Hearth AI Receptionist, things changed:
- 35+ hours of admin work saved
- Calls are answered and appointments get booked with notes flowing straight to the team.
- His crew focuses on qualified jobs—not chasing down unqualified leads.
Travis took the time to set it up right, and now his AI runs like a well-trained team member. All it took was 10 minutes of setup. If you want the same results, investing those first 10 minutes is the first step.
Want to know how you can get months of Hearth AI for free?
Ready to try Hearth AI for yourself? And find out why hundreds of contractors are choosing our AI instead of anyone else? Click here to schedule a demo and get started.
And, do you want AI for free?
For every referral you send us that signs up, both you and your referral get 1 month free. Send us 3 referrals and that’s up to 3 months of AI on us.
Plus, if your referral stays a customer for 3 months, we’ll send you a $500 bonus as a thank you.
Need Assistance?
We’re here to help make sure you’re getting the most from your AI Receptionist.
- Call us: (512) 851-8611
- Schedule a time: Book a Session with a Team Member Here
– The Hearth AI Team
