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Lead Notifi · Electrician / Plumber / AC Repair
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Annual Maintenance Reminder Bot for Home Repair Services

When annual AC maintenance is due, the bot reaches out automatically — "book now," "remind me later," or "not now" each lead somewhere genuinely different, so the service keeps customers on schedule without a single manual call.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the last-service date, then a three-way Quick Reply split routes customers into direct booking, a timed second nudge, or a soft decline capture — all three reconverge at tagging and a closing message.

1.LogicTrigger1 year after the last AC service (CRM service-history record)
2.CommunicationQuick Reply — branches into 3 paths: Book Now / Remind Me Later / Not Now
3.LogicSet Tagmaintenance-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

1 year after the last AC service (CRM service-history record)

61/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your annual AC maintenance is due! Would you like to book?

58/1024

Buttons (Max 3)

Book Now

8/20

Remind Me Later

15/20

Not Now

7/20

IF BOOK NOW

Date Input

Prompt (Required)

Preferred date? (DD/MM)

23/1024

Time Input

Prompt (Required)

Preferred time slot?

20/1024

IF REMIND ME LATER

Wait

Wait Duration (Required)

2 weeks

7/60

Template

Template Name (Required)

maintenance_second_nudge

24/100

IF NOT NOW

Text Input

Prompt (Required)

No worries — mind sharing why? It helps us improve.

51/1024

Set Tag

Tag (Required)

declined-maintenance

20/60

Set Tag

Tag (Required)

maintenance-followup-done

25/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks for the update! Stay cool. 🔧

36/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant reads hesitation directly from how a customer responds and can address real concerns (cost, timing, whether it's actually needed) in the same conversation instead of a customer just declining and disappearing.

E

Electrician / Plumber / AC Repair

Online
Hi Vinod! Your AC is due for its annual maintenance — want to book?10:00 AM
was thinking about it but last service felt unnecessary, ac was working fine10:00 AM
That's a fair point — annual maintenance is mostly preventive, checking gas levels and cleaning filters before problems start, rather than fixing something broken.10:00 AM
oh ok so its more like a checkup10:00 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost maintenance reminders across every due customer, but "Not Now" ends the conversation with just one soft feedback question — a customer who doesn't understand WHY preventive maintenance matters never gets that explained.
AI agent: explains the actual value of preventive maintenance (efficiency, lifespan, lower bills) in terms that address the specific hesitation — often converting a decline into a booking.
Best fit here: manual bot for scaling maintenance reminders across the entire customer base at near-zero cost; AI agent for customers who've hesitated once, where explaining the real value proposition changes the decision.

Frequently asked questions

How does the service know when a maintenance reminder should fire?+
A TemplateTrigger fires a fixed time (1 year here) after the last service date stored in the CRM, so only customers who are actually due receive it.
What happens if a customer keeps saying "Remind Me Later"?+
The Wait node's duration and the nudge template can be chained into a short sequence (e.g. 2 weeks, then another 2 weeks) rather than nudging indefinitely.
Can the bot explain why preventive maintenance matters?+
The manual flow just offers the fixed three-button choice; the AI agent version can explain the actual value (efficiency, lifespan, cost savings) in conversation, as shown above.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

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