AI Features Overview
Use AI to score leads, draft follow-ups, review pricing, and connect approved agents to CE Pro.
AI Features Overview
CleanEstimate Pro includes AI-powered tools that help you sell smarter, respond faster, and price more accurately. AI features are managed from Admin > AI.
What AI Can Do
CE Pro's AI features fall into six categories:
| Feature | What It Does |
|---|---|
| Lead Scoring | Automatically scores incoming leads as Hot, Warm, Cool, or Cold based on their profile and behavior |
| Pricing Analysis | Reviews your pricing history and margins against market benchmarks and recommends adjustments |
| Proposal AI Writer | Generates professional proposal text, scope descriptions, and follow-up messages |
| AI Draft in Messaging | Suggests follow-up message drafts when you open a customer conversation |
| Brand Voice & Training | Lets you define how customer-facing AI should represent your business and learn from approved examples |
| AI Voice Agent | Handles inbound phone qualification, tries warm transfer, and creates callback fallback when a rep is unavailable |
| AI Agent Access | Lets approved assistants connect with scoped tokens, read business data, and perform a small set of guarded actions when write access is enabled |
AI Hub Navigation
The AI area includes pages for analysis tools as well as agent management. Depending on your plan and permissions, you may see:
- Lead Scoring - View and manage AI-scored leads
- Pricing Analysis - Get pricing recommendations
- Conversations - Browse AI-assisted conversation history
- Voice Agent - Configure call handling, warm transfer behavior, and outbound AI calling
- Agents - Create and manage secure access tokens for approved assistants
- Settings - Configure AI preferences and review usage
How It Works
CE Pro's AI features combine the data already in your account with protected OpenAI model calls and internal business rules. When you use an AI feature, CE Pro sends only the relevant context needed for that task, such as lead details, pricing history, conversation context, and your saved Brand Voice profile for customer-facing replies.
For AI agent access, CE Pro issues scoped tokens, limits which tools each token can use, and records activity so your team can review how the agent interacted with your data.
If your workspace has not configured an OpenAI key yet, some AI tools fall back to built-in rule checks or statistical summaries instead of failing silently.
Business Assistant quick actions run through CleanEstimate Pro's secured app API, which avoids browser-side Edge Function failures and keeps the assistant scoped to your organization data.
The Business Assistant now renders markdown-style formatting in the chat panel, so emphasis such as bold, *italics*, inline code, underlines, and simple bullet lists display properly instead of showing raw symbols. Tone changes in the AI Hub still affect the internal assistant prompt, while the separate Brand Voice profile controls how customer-facing AI drafts, website chat, and the voice agent represent your business.
AI Credits
AI features may consume credits depending on your plan and which tool you use.
Check your available usage and settings at Admin > AI.
Getting Started
If AI is enabled on your account, start with these:
- Review your lead scores. Go to AI Lead Scoring and see which leads are ranked hottest.
- Run a pricing analysis. Go to AI Pricing Analysis to get recommendations on your rates.
- Set up Brand Voice. Go to Brand Voice & AI Training so customer-facing AI uses your wording and examples.
- Use AI Draft in Messaging. Open a conversation and generate a suggested follow-up before sending.
- Set up the Voice Agent. Go to AI Voice Agent if you want AI to answer calls and create callback fallback automatically.
- Set up agent access. Go to AI Agent Access if you want an approved assistant to read CE Pro data or complete guarded inbox actions.
Tips
- AI scores are a starting point. Always apply your own judgment before acting on a score or recommendation.
- Use AI drafts as templates. Edit generated text so it matches your voice before sending it to customers.
- Start agents with read-only access. Enable write access only when your workflow is ready for it.
- Review activity regularly. Audit logs make it easy to confirm how an agent used its access.
- Public landing page: You can visit /ai to preview AI features and tool links before signing in to the admin portal.
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