Custom Scripts & Personalized Follow-Ups — Alivo
Platform Feature

Your AI Talks
Like You.

Custom scripts, smart replies, and follow-up sequences that reflect how your business qualifies leads — so homeowners feel like they're talking to your company, not software.

Custom Scripts Smart Replies Follow-Up Sequences Drip Stoppers
New Google LSA Lead
1
What's the address of the property?
2
Is the leak related to storm damage?
YesHave you already filed with insurance?
NoHow old is the roof?
📞
Call — Immediate
"Calling re: the roof leak you submitted..."
💬
SMS — Day 1
"Still want to get eyes on that leak..."
✉️
Email — Day 2
"A small leak can become a big problem fast..."
100%
of leads qualify with the
same script, every time
5–7x
more follow-up touchpoints
than the average front desk
Zero
missed questions or
forgotten follow-ups

An AI That Actually
Pays Attention

Generic AI tools run the same script on every homeowner. Alivo's agents adapt to the conversation — asking the right next question based on what the homeowner actually said.

💬

Sounds Just Like a Human

Homeowners can't tell the difference. Your agent introduces itself naturally, keeps the conversation flowing, and handles the entire interaction — from first message to booked appointment — without ever sounding robotic.

🕒

Follow-Up That Never Stops

A lead that doesn't book on the first contact needs 5–7 touches to convert. Most offices manage one or two. Alivo's drip sequences run every step automatically, whether your office is slammed or closed for the weekend.

🎯

Asks the Right Questions Based on What the Homeowner Says

The script adapts in real time. Storm damage? The AI asks about insurance. Not storm-related? It asks about roof age instead. Every path feels like a real person paying attention — because the logic was built around your actual workflow.

Every Agent Built Around
Your Business

Each Alivo agent is configured with a complete set of instructions — business context, qualification scripts, smart replies, and follow-up sequences — all tailored to the way you work.

Your AI Knows Your Business Before It Says a Word

Business context is the foundation every agent is built on. Before your AI talks to a single lead, it already knows where you work, what you do, and how you communicate.

  • Set service areas down to the zip code — the AI won't book outside your territory
  • Define your job types: insurance, retail, storm, gutters, siding, windows, and more
  • Choose your tone: friendly and conversational or polished and professional
  • Add background context — certifications, differentiators, and company story — so the AI can handle off-script questions without going off-brand
⚙️  Agent Settings — Business Context
Company Name
Summit Roofing Solutions
Service Areas
Northern VirginiaMarylandDC Metro
Job Types
InsuranceRetailStormGutters
Tone
Friendly & Professional ▼
Company Background
Licensed & insured since 2008. GAF Master Elite certified. Specializing in insurance claims and storm damage. BBB A+ rated...

The Right Question, Based on What They Just Said

Scripts are the ordered list of qualifying questions your AI works through with every lead. On SMS, it asks one question at a time — and adapts the next question based on the homeowner's actual answer.

  • Simple mode: a short list of key qualifying questions, fast to set up
  • Advanced mode: branching logic for more complex qualification paths
  • On SMS, the AI waits for a clear answer before moving forward — no skipping ahead
  • On phone calls, the same adaptive script logic drives the voice conversation
  • Capture address, storm vs. retail, insurance status, roof type, and timeline before setting an appointment
💬  Qualification Script — Google LSA Leak Lead
Hi! I'm reaching out from Summit Roofing about the leak you submitted. What's the address of the property?
4521 Maple Dr, Arlington VA
Got it — Arlington is in our service area. Is the leak related to storm damage?
Yes, we had hail two days ago
So sorry to hear that! Have you already filed a claim with your insurance company?
Not yet
↳ If no storm → "How old is the roof?" instead
No problem — we help with that. What type of roof do you have?

On-Brand Answers When Homeowners Go Off-Script

Smart Replies are pre-written answers for the questions your leads ask most often. When a homeowner pushes back or asks something unexpected, your AI responds from your playbook — not a generic template.

  • Pre-write answers to pricing questions, reschedule requests, cancellations, and objections
  • Handle pushback the way your best rep would — with the exact phrasing you approve
  • The AI uses Smart Replies to stay on-brand when homeowners go off-script
  • For anything not covered, the AI draws on your business context to answer naturally
💡  Smart Replies (FAQs)
❓ "How much does a roof repair cost?"
Every situation is different — it depends on the size and type of damage. We'll give you a full assessment at the inspection. Most homeowners are surprised by what insurance covers.
❓ "Can I reschedule my inspection?"
Absolutely! Just let me know what date and time works better for you and I'll get that updated right away.
❓ "Are you licensed and insured?"
Yes — fully licensed and insured. We carry full liability and workers' comp. Happy to provide certificates before your inspection.

Follow-Up That Doesn't Depend on Your Front Desk

Follow-up sequences are timed call, SMS, and email steps that run automatically after the first contact — starting with a live call within one minute of the lead arriving.

  • A call goes out within 60 seconds of every new lead — always
  • Each message is personalized and references what the homeowner reached out about
  • Fully customizable timing and copy to match your sales cadence
  • If the goal is a booking, the AI sends a scheduling link. If it's a signature, drips push toward document sign
  • Each agent (Evan, Alex, Jenna) has default sequences tuned for their specific job
⌛  Follow-Up Sequence — Roof Leak Lead
📞
Immediate — Outbound Call
Within 1 minute of lead arriving
"Hi [Name], this is [Agent] from Summit Roofing calling about the roof leak you submitted — do you have a quick moment to chat?"
💬
Day 1 — SMS Follow-Up
2–3 hours after first contact
"Hi [Name]! Following up on your roof leak — we'd love to get eyes on it before more rain hits. When's a good time to connect?"
✉️
Day 2 — Email Check-In
Day 2 after first contact
"Hi [Name], just following up on your roof leak inquiry. A small leak can become a much bigger problem quickly — we're happy to take a look at no charge."
📞
Day 4 — Second Call
Day 4 after first contact
"Hi [Name], calling back about the leak on your property. We have availability this week and want to get out before more weather moves in."
💬
Day 7 — Final SMS
Day 7 after first contact
"Hi [Name], last follow-up on your roof leak. We've helped dozens of homeowners with similar damage — happy to assess at no charge. Just say the word!"

Follow-Up That Knows When to Stop

Drip Stoppers are rules that automatically pause or cancel follow-up sequences when they're no longer needed — so customers never feel harassed after they've already converted.

  • Stop automatically when a homeowner books an appointment or clicks a scheduling link
  • Stop if they sign a document or estimate
  • Stop the review sequence if they report a negative experience
  • Stop if they've already left a review (for the Jenna agent)
  • Custom stop conditions for any workflow-specific trigger
🚫  Drip Stoppers — When Follow-Up Pauses
Stop if homeowner books an appointment
Stop if they click the scheduling link
Stop if they sign the estimate
Stop if they report a bad experience
Stop if they've already left a review
Stop if they opt out of messages

Consistent Qualification.
Persistent Follow-Up.

Custom scripts and follow-up sequences remove the biggest variable in your sales process: whoever happened to be at the desk today.

Every Lead, Qualified

Your script runs on every lead automatically — at 9 AM on a Tuesday and 11 PM on a Sunday during storm season. The same questions, the same process, without exception.

📈

More Touchpoints, Zero Extra Effort

The average deal closes after 5–7 contacts. Alivo's drip sequences run automatically so every lead gets a complete follow-up cadence without manual effort from your team.

🌟

Sounds Like Your Company, Not a Bot

Your AI uses your language, handles your objections, and follows your script — not some boilerplate that sounds the same as every other contractor's chatbot.

🔒

Follow-Up That Knows When to Stop

Drip Stoppers automatically pause sequences at the right moment — so a customer who already booked doesn't keep getting follow-up messages two days later.

Real Results from Real Roofers

★★★★★
"We were paying an answering service and they were not taking very good notes. Alivo was able to answer much faster, text back, follow up, and set appointments much easier."
Jonathon Y.The Roofing Dudes
★★★★★
"The AI is very real and able. I love not having to do personal responses to each and every customer."
Val S.CS Roofing Company
★★★★★
"Alivo has been a huge game changer. I can jump on a call and not worry, because I know Lilly is backing me up."
Sawyer G.Roofing and More

Got Questions? We've Got Answers.

Yes — scripts are fully customizable. You write the exact qualifying questions your office would ask, in the order you'd ask them. Our onboarding team helps you configure and fine-tune everything before you go live.
Yes. Script logic branches based on responses — if a homeowner says the leak is storm-related, the AI asks about insurance. If not, it asks about roof age instead. Every path feels like a real conversation, not a rigid checklist.
The AI falls back to your business context — the background information you provided during setup. It handles off-script questions naturally without making things up or going off-brand.
Both. In fact, the same adaptive script logic that drives SMS conversations also powers phone call, email, and Google LSA conversations. Your qualification questions, smart replies, and follow-up sequences apply across every channel your leads use to reach you.
Most businesses are live within a few days. Our team handles white-glove setup — we build your scripts, configure your follow-up sequences, set your drip stoppers, and make sure everything sounds right before your AI starts talking to customers.

Ready to Build Your
Custom AI Playbook?

Get a personalized demo and see exactly how Alivo will be trained on your scripts, your voice, and your follow-up process.

Go live with your custom trained AI agents within days, not weeks.