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 include the following areas:
| 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 |
| Mobile photo-assisted measurement | Suggests a cautious measurement range for one service photo and requires field verification before the price book can use it |
| AI Draft in Messaging | Suggests follow-up message drafts when you open a customer conversation |
| AI tone setting | Choose one of five organization-wide tone presets; shared-inbox AI Draft uses the selected tone |
| Post-call review | Shows a transcript and AI-generated review for eligible completed calls; it does not provide a live conversational voice agent |
| 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 hub page itself (/ai, Admin > AI) holds the AI settings panel and this month's usage summary — there is no separate Settings page. From the hub's AI tools grid you can also open:
- Lead Scoring (
/ai/leads) - View and manage AI-scored leads - Smart Pricing (
/ai/pricing) - Get pricing recommendations - Conversations - Browse AI-assisted conversation history
- Agents (
/ai/agents) - Create and manage secure access tokens for approved assistants
Phone settings control inbound forwarding and voicemail from Settings > Company calls, recording, and voicemail. The Phone area contains call activity and available post-call transcripts and reviews. Conversational AI call handling is not available in the current V2 app; see Phone Calls, Voicemail, and Call Review for the current phone capabilities.
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, or conversation context.
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. The Default tone you set in AI Hub settings (Professional, Warm, Casual, Blunt, or Chaotic) is used by AI Draft in the shared inbox. V2 does not include a separate Brand Voice profile or training-example settings; see AI Draft Tone for the current scope.
AI Credits
AI settings and this month's usage both live on the AI hub itself, at Admin > AI.
Settings
Only team members who can manage the team (manage_team) can change AI settings; everyone else sees the panel read-only.
- AI access for this organization — a single switch that turns every paid AI call off for the whole org. See "When AI Is Off" below.
- Default tone — Professional, Warm, Casual, Blunt, or Chaotic.
- Monthly AI usage limit ($, 0 = uncapped) — the estimated usage ceiling for the current calendar month, separate from your CleanEstimate subscription or payment balance.
- Usage limit action — how later requests behave as the monthly estimate is reached:
- Warn only — requests may continue past the estimate.
- Block when limit is reached — later requests are blocked once usage reaches the limit. A request that began below the limit can finish above it.
- Allow overage — requests may continue past the estimate; this does not create an automatic charge.
These settings control metered AI usage, not subscription billing. The amount is an estimate, and allowing usage past it does not create a charge. A request already in progress may take the total above the limit.
Usage this month
The hub summarizes current-month token and image activity and shows estimated provider costs. These figures are approximate and are not a subscription balance or a record of charges.
This is labeled approximate — it's built only from the AI features CE Pro currently meters:
| Feature | Adds usage? |
|---|---|
| Photo-to-Price | Reserves an estimated cost per call, rounded up to the nearest cent |
| Winter Wonderland Mockups | Adds its real estimated cost |
| Inbox Follow-Up Drafts | Reserves an estimated cost per call, rounded up to the nearest cent, then settles to the actual token cost once the draft is generated |
| Smart Pricing Analysis | Adds the configured estimated usage amount per run |
| AI Agents | Adds nothing to this usage meter |
The monthly credit cap now applies to every feature above — Photo-to-Price and inbox drafts are no longer free-to-meter. Below the usage tiles, the panel also shows an estimated cost per call, such as "About $0.01 per photo analysis, $0.01 per inbox draft." That estimate is derived from the AI provider's published per-token pricing at the time it was last reviewed, so it moves if the provider's list prices change; only Inbox Follow-Up Drafts is settled to its real per-call token cost afterward, and Photo-to-Price keeps the upfront estimate as its final recorded cost.
When AI is off
If AI access for this organization is off, the AI hub shows this banner:
AI access is off for this organization. Photo-to-Price and Winter Wonderland mockups are refused until it is turned back on below; inbox drafts fall back to the non-AI template.
AI Agents and Smart Pricing analysis are refused the same way while AI access is off.
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.
- Choose an AI Draft tone. Go to AI Draft Tone to choose the preset used for shared-inbox drafts.
- Use AI Draft in Messaging. Open a conversation and generate a suggested follow-up before sending.
- Review phone activity and call reviews. Open Company Calls and Voicemail to review call activity, voicemail, and available post-call transcripts and reviews. Inbound calls can be forwarded or sent to voicemail, based on your phone settings; conversational AI call handling is not currently available.
- 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.
- Photo measurements require field verification. A single photo may lack a reliable scale or hide part of the surface. The mobile estimator never applies an AI range until the representative confirms the on-site quantity.
- 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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