Does AI Chat work outside business hours?

Yes. That is most of the point. After hours conversations are qualified and queued so reps start the day with real appointments to make.

Can it answer questions about my company specifically?

It is grounded in your account data, so it answers from your services and service areas rather than generic roofing information.

What happens when it cannot answer?

It hands off to a person and the transcript stays on the lead, so whoever picks it up has the full context.

Where do the leads go?

Into your Trussi pipeline as real leads with the transcript attached, routed by your rules.

AI Chat integration

A Claude-powered assistant for your account data.

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How it works with Trussi.AI

Ask questions about your projects, customers, and financials in plain English with an Anthropic Claude-powered assistant built into Trussi.AI.

Storm calls do not arrive between nine and five. AI Chat answers on the website when nobody is at a desk, asks the qualifying questions a good intake person would ask - address, roof age, insurance claim or retail, urgency - and creates the lead in Trussi with those answers attached.

Because the assistant is grounded in your account data, it answers from what is true about your company rather than improvising. It can speak to the services you actually offer and the areas you actually cover, and hand off to a person when the conversation moves past what it should handle.

Qualified conversations route to the right rep by territory or round robin, which is what turns an after hours chat into a morning appointment instead of a message somebody reads three days later.

What you can do

Enable the AI assistant for eligible users
Query project, customer, and financial data via chat
Get answers grounded in your live data
Toggle availability per account

What syncs

Lead creation: Conversations create a lead with the qualifying answers attached.
Routing: Qualified leads assigned by territory or round robin.
Transcripts: Full conversation saved to the lead record.
Handoff: Escalation to a person when the conversation exceeds what the assistant should answer.

How to connect AI Chat

1Open Settings › Integrations and select AI Chat.
2Add the chat snippet to your website.
3Set your service areas, services, and the qualifying questions to ask.
4Configure routing rules and after hours behavior.
5Run a test conversation and confirm the lead lands with the transcript attached.

Connections are managed in Settings › Integrations by an account admin, and can be disconnected at any time without affecting the job history already in Trussi.

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