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Getting Started

Configure your AI voice agent in 10 minutes. Fully live within 48 hours.

Introduction

KestrelVoice is an AI-powered voice operations platform designed specifically for HVAC and home service businesses. Our platform handles incoming calls 24/7, books appointments, routes emergencies, and integrates seamlessly with your existing tools.

What You'll Need

  • A KestrelVoice account (sign up at kestrelvoice.com)
  • Your business information (name, service areas, hours)
  • Optional: ServiceTitan or Jobber account for CRM integration

Setup Guide

1

Create Your Account

Sign up at kestrelvoice.com/signup and choose your plan. Credits are included based on your tier: Personal (80/mo), Business (1,200/mo), Business Plus (2,500/mo).

1. Visit kestrelvoice.com/signup
2. Enter your email and create a password
3. Select your plan (Personal $29/mo, Business $499/mo, or Business Plus $999/mo)
4. Complete payment setup
2

Configure Your AI Agent

During onboarding, you will choose an industry template (HVAC, Plumbing, Medical, Dental, Legal, Restaurant, etc.) and customize your greeting. After going live, refine your AI at /settings/ai-agent.

  • Business Info: Company name, industry, service areas
  • Business Hours: Set your operating hours and timezone
  • Call Mode: Choose Smart Adaptive (3 credits/min), Smart Hybrid (1 credit/min), Premium Streaming (6 credits/min), or Basic AI (0.5 credits/min)
  • Emergency Keywords: Configure emergency detection (gas leak, no heat, etc.)
3

Get Your Phone Number

Purchase a dedicated phone number for your AI agent or forward your existing number.

Option 1: Purchase New Number

Go to Settings → Phone Numbers and select a local number in your service area. Credits are consumed per minute based on your selected call mode.

Option 2: Forward Existing Number

Set up call forwarding from your current business line to your KestrelVoice number. See our forwarding guide.

4

Optional: Connect Your CRM

Integrate with ServiceTitan or Jobber to automatically create jobs and sync customer data.

View Integration Guide

Make Your First Test Call

Once your AI agent is configured, test it to ensure everything works correctly.

Test Call Checklist

  • Call your KestrelVoice number

    Verify the AI answers and greets you correctly

  • Test appointment booking

    Ask to schedule a service appointment

  • Test emergency detection

    Mention an emergency keyword (e.g., "gas leak")

  • Check call logs

    Review the call in your dashboard with transcript and recording

💡 Pro Tip

Use the Test Call feature in your dashboard to run automated test scenarios and verify your configuration.

Next Steps

API Reference

Integrate KestrelVoice with your custom applications

Configuration Guides

Advanced setup and customization options

Need Help Getting Started?

Our team is here to help you succeed

Contact SupportSchedule Onboarding Call