What are Breezy Agents
Breezy Agents help home service businesses capture more leads and never miss a customer request.
They work through AI-powered agents that interact with customers on your behalf, gather their information, and create service requests for your team to follow up on.
These agents work automatically 24/7, allowing your business to respond to customers even when your team is unavailable.
What Breezy Agents Do
Breezy AI includes two types of agents that help capture customer requests.
Website Chatbot
A chatbot that appears on your website and talks to visitors. It can:
Answer customer questions
Guide visitors through a conversation
Collect service request details
Capture contact information
After-Hours Voice Agent
An AI phone assistant that answers incoming calls when your team is unavailable. It can:
Greet callers after business hours
Hold natural conversations with customers
Capture service details and contact information
Create service requests for your team
Both agents automatically gather customer information and create a service request inside Breezy.
How Breezy AI Works
The process is simple and happens automatically.
Step 1
A potential customer:
Visits your website
Or calls your business number
Step 2
The chatbot or voice agent:
Greets the customer
Answers basic questions
Collects service request details
Step 3
Breezy creates a service request and notifies your team by:
Email
SMS text message
Step 4
Your team:
Follows up with the customer
Books the job
Updates the request status
Getting Started with Breezy AI
Setting up Breezy AI typically takes 15–30 minutes.
Follow the steps below to configure your account.
Step 1: Log In
Go to the Breezy AI website and sign in using your email address.
Step 2: Set Up Your Company Profile
Your company profile tells Breezy AI who you are so the AI agents can accurately represent your business.
Go to:
Company Settings → Company Profile
Fill in the following information:
Company name
Your business name as customers should see it.Phone number
Your main business phone number.Website
Your website URL.Description
A short paragraph explaining what your business does.
Adding more details helps the AI respond more accurately.Logo
Upload your company logo.Timezone
Make sure this matches the location where your business operates.
Click Save when finished.
Step 3: Define Your Service Area
Your service area tells Breezy where your business operates.
This prevents the AI from accepting requests from customers outside your coverage zone.
Go to:
Company Settings → Service Area
Add:
States
Provinces
ZIP codes
Postal codes
for the locations your business serves.
Step 4: Add Your Job Types
Job types represent the services your business offers.
Examples include:
AC Repair
Furnace Tune-Up
Drain Cleaning
Go to:
Company Settings → Job Types
Add each service and include a short description so the AI understands what the job involves.
Step 5: Set Your Business Hours
Your business hours tell Breezy when your team is available.
Go to:
Company Settings → Business Hours
Set:
Opening time for each day
Closing time for each day
You can also:
Mark days as Closed
Enable emergency service outside business hours
Step 6: Configure Notifications
Notifications ensure your team is alerted when a new service request is created.
Go to:
Company Settings → Notifications
Add the people who should receive alerts.
Email notifications
Add one or more email addresses
SMS notifications
Add one or more phone numbers
You can add multiple recipients so different team members stay informed.
Step 7: Set Up the Website Chatbot
To configure the chatbot that appears on your website, go to:
Agents Hub → Website Chatbot
At minimum, configure the following settings:
Agent name
The name the chatbot uses when speaking to customers.Greeting message
The first message customers see when starting a chat.Lead fields
The information the chatbot collects, such as:Name
Phone number
Service address
Once configured, follow the embed instructions to add the chatbot to your website.
Step 8: Enable the After-Hours Voice Agent
If you want Breezy AI to answer calls outside business hours, go to:
Agents Hub → After-Hours Voice Agent
Follow the setup instructions to enable the phone agent.
You're Ready
Once your chatbot or voice agent is active, customers can start contacting your business.
Any service requests submitted will:
Appear in Service Requests
Notify your team automatically
From there, your team can:
Follow up with the customer
Schedule the job
Update the request status.