HVAC / Field Services · Voice Workflow
When the agent calls dispatch_job, the workflow looks the customer up in ServiceTitan, finds the next available window, books the job, and texts the technician ETA — all under a real-time timeout.
Workflow
How it runs, step by step
Tool call: dispatch_job
The voice agent calls the dispatch_job tool mid-conversation; the engine has under four seconds to respond.
Read customer history
Pull the caller's equipment and service history from Zep.
Look up customer
Search ServiceTitan for the customer by phone or address.
Existing customer?
Branch on whether the customer already exists in ServiceTitan.
Create customer
Create a new customer and service-location record in ServiceTitan.
Get dispatch windows
Fetch the next available dispatch windows for the service type.
Offer available windows
Read the next available arrival windows back to the caller.
Book job
Create the job in ServiceTitan and assign it to the selected window.
Send ETA text
Text the caller the technician window and a job reference via Twilio.
Save to Zep
Persist the booked job and context to memory.
Return tool result
Return the booking result to the voice agent to speak back.