AI Agent & Sales Bot

We built a powerful, production-grade AI Agent for DEVO Roofing & General Contractors — not a simple FAQ chatbot, but a sales and operations assistant that consults, closes, schedules, and checks out.

Project Type: AI Agent / Bot AI (commerce + field services)
Client: DEVO Roofing & General Contractors
Demo: Private admin console (no public demo URL)

Project Overview

The DEVO assistant combines hybrid RAG, curated AI Training, live chat logs, a feedback → promote learning loop, and full shop flows (proposed cart, bill lines, checkout). Operators can train it to match brand voice and business rules — and the agent can self-correct from shopper feedback.

Core capabilities

• Self-learning RAG — Products, FAQs, crawled pages, and teachings indexed for hybrid retrieval; vectors embed automatically
• Interactive consulting — Roofing materials, shingles, tools, delivery, member pricing, coupons
• Sales closing — Guided answers that move shoppers toward purchase or a paid quote
• Survey appointment planning — Schedule on-site roof surveys; quote & survey leads in admin
• Autonomous sales advising — Multilingual (EN / VI / ES) recommendations and intent handling
• Bills, cart & checkout — Proposed cart cards in chat, line edits, confirm → cart, full Stripe checkout
• Self-correction — Thumbs-down queue → curated fix → promote to AI Training
• Trainable by design — Operators add teachings, import glossaries, learn from URLs, and crawl knowledge sources

Admin AI surfaces (screenshots)

Operator console under SEO & AI: settings tabs, training, knowledge sources, quality, feedback, and chat logs.

Outcome

A modern AI sales agent for a roofing brand — trainable, self-improving, and wired into real commerce and survey workflows — private deployment, no public demo URL.