The fast reply is only the surface. Underneath it is an assistant trained around the way you run the job: your services, pricing rules, warranties, policies, availability, service area, and preferred next steps. Every customer gets the same complete, confident experience at 9 in the morning or 11 at night.
Meridian Assistant
Answers in seconds
Behind the conversation
The customer sees a natural conversation. You see the work happening underneath, every step logged.
Waiting for the first message.
Illustrative demo based on a live setup. Fictional names and numbers. The assistant identifies itself as AI where required.
Meridian trains the assistant on approved information from your business, not generic industry answers. Your website is the starting point. We then add the details that make the assistant useful: completed-job pricing, quote ranges, warranties, licensing, payment terms, service-area rules, availability, common objections, specialty fees, and the language you use to explain the work. It represents your business according to rules you approve.
Retrieving approved information
Configure only the roles the business needs. Each one follows its own rules, calendar, goals, escalation points, and approved knowledge.
Answers the phone, day or night, and turns the call into the right next step.
Demonstration
Completed-job history can help the assistant recognize similar work and give an approved estimate range. It does not lock in a price the business cannot honor. You decide which services can receive a range, which variables must be collected, how much confidence is required, when only a visit can determine pricing, which amounts require approval, and when the conversation must be handed to a person.
Customer request
Replace a standard residential water heater.
| Similar job A | $2,050 |
| Similar job B | $2,275 |
| Similar job C | $2,180 |
Approved estimate range
$2,050 to $2,400
Customer request
Commercial custom installation with unknown access.
Outcome
Human review required
Handed to you with the details collected.
The same system that gives a confident range also refuses to guess when it should not. You set where that line is.
The assistant handles the routine. The moment a conversation needs judgment, approval, expertise, or a real human connection, it can hand the customer directly to you or your team.
Triggers you control: customer requests a human, price exceeds approval range, repeated misunderstanding, complaint, emergency, custom work, financing exception, owner-defined keyword, low confidence.
Conversation summary
Customer is qualified and requested guidance on a custom configuration.
Available context
The system screens likely spam, flags suspicious activity, and holds anything uncertain for you to look at, so robocalls stop costing you attention without real customers getting caught in the filter.
Extended vehicle warranty solicitation
Filtered, no agent time
Repeated robocall pattern
Filtered, no agent time
Invalid callback number
Filtered, no agent time
Unusual payment request
Held for your review
Conflicting location details
Held for your review
High-risk wording detected
Held for your review
Service request
Answered
Existing customer
Answered
Appointment change
Answered
Clear spam is screened. Anything uncertain is kept and flagged, never quietly thrown away.
Every customer interaction stays visible. From the dashboard, the business can review conversations, summaries, transcripts, call recordings, actions taken, appointments created, follow-ups triggered, response timing, and outcomes. You choose who can view, manage, or change the assistant.
| Contact | Channel | Status | Last message | Next step | Handoff |
|---|---|---|---|---|---|
| Sarah M. | Web chat | Qualified | AC not cooling, Richmond area | Estimate booked | Not needed |
| James R. | Call | Booked | Reschedule to Friday | Reminder set | Not needed |
| Maria T. | SMS | New | Roof damage after storm | Callback queued | Requested |
| Derek L. | Web chat | Booked | Garage door spring replacement | Confirmation sent | Not needed |
We do not publish numbers we cannot stand behind. From day one, your dashboard tracks the measures below, and any figure we ever show will state its definition, date range, and sample.
How quickly the system sends its first reply in a supported channel.
Total supported-channel conversations received and engaged during the period.
Leads that reach a defined qualifying action after initial contact.
Bookings confirmed through the system over the measurement period.
Conversations escalated to a team member after AI engagement.
Inbound calls not answered by the AI or a team member during operating hours.
Scheduled follow-up sequences that ran to their final step without errors.
Share of eligible reviews that received a response in the period.
Categories above are tracked from the first active day. Verified figures, with definitions and date ranges attached, will appear here as they become available.
Both. The Meridian assistant answers inbound phone calls and messages across supported channels, including text, web chat, email, and supported social messaging. Every channel is covered so an inquiry does not slip through.
It can be configured to identify itself as an AI assistant at the start of any conversation. Disclosure language and call-recording notices can also be set to match applicable laws and your own policy.
It uses natural voice and language, and it follows your wording and tone. It is an assistant, not a person, and it is straightforward about that when asked. Most customers find the interaction responsive and easy to follow.
Meridian configures it from approved business information: your website, service descriptions, pricing and policy data, warranties, and the language you prefer. You review and approve what it is allowed to say before it goes live.
Yes. Completed-job history can be loaded to help the assistant recognize similar work and offer an approved estimate range, within the limits you set. You define the floor, the ceiling, and the conditions under which a range is offered.
The assistant does not guess. It collects the relevant details, lets the customer know a real person will follow up, and routes the conversation to your team for review.
Yes, at any time. Any request for a human is treated as an immediate handoff trigger. The conversation is routed to the right person on your team without delay.
Yes. You or any authorized team member can step into any active conversation at any point. The assistant steps back automatically when a team member joins.
Yes. It checks live availability and can book, reschedule, cancel, confirm, and send reminders for the appointment types you configure. Everything stays inside your calendar, with no double-booking.
It offers the next available times or takes a callback request based on your rules, rather than overbooking. No slot is offered that does not actually exist.
Emergencies can be designated as an immediate handoff, routed to you or an on-call contact right away. You define what counts as an emergency so the routing matches your business.
It can be configured to screen likely spam and flag suspicious activity for your review. When a caller is uncertain rather than clearly spam, the interaction is preserved rather than discarded, so you make the final call.
Yes. Conversations, transcripts, and call recordings are stored and visible in your dashboard, along with a log of the actions taken during each interaction.
Yes. You decide who can view conversations, who can manage the assistant, and who can make configuration changes. Access is set by role, not shared across the board.
No. You keep your existing number. The assistant works with a business line configured for you, and setup is handled with you step by step rather than left for you to figure out.
Yes. You set the conditions: after hours, when you are on another call, on missed calls only, or any combination. It answers only when you want it to.
The assistant stays available around the clock, answering, qualifying, and booking within your rules. After-hours leads are captured and ready for your review in the morning rather than lost to a voicemail that goes unchecked.
It depends on how much we configure together. Meridian handles the build with you rather than handing you a platform and leaving you to set it up. The timeline reflects the scope we agree on.
You share the updated approved information and the assistant follows the new rules going forward. Meridian helps keep it current so it never gives a customer outdated details.
It can request reviews after completed jobs and draft or publish brand-consistent responses within your rules. Sensitive or negative reviews are flagged for your attention before any response goes out. It supports a consistent local reputation and a more responsive public presence, and it does not claim to change search rankings automatically.
Let Meridian build an assistant around the way your business actually works, then test it before a customer ever reaches it.
Or call (855) 691-1650 and talk to Michael now.
Interactive demo available above
