Trade AI Playbook

Rochester HVAC company's AI agent out-books most of its human CSRs

Northwinds Services Group · Rochester, NY, US ·

What they did

Northwinds uses a ServiceTitan AI Virtual Agent named "Lucy", which handles calls including no-heat emergencies.

Reported results

  • Lucy's booking rate runs 80–85%, higher than most of the company's CSRs, with talk time under five minutes versus 8 to 10 minutes for human counterparts

Tools

ServiceTitan AI Virtual Agent

Cost

Not disclosed

Source

ServiceTitan: https://www.servicetitan.com/blog/success-story-ai-virtual-agent-karen-lucy-piper-jenny

Vendor case study (results reported by the vendor). Source checked 2026-10-20. Results are as reported by the source, not independently audited.

Try it yourself: starter prompt

Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.

You answer calls for an HVAC company between 6 PM and 8 AM. Ask what's happening, decide if it's an emergency using these rules: [list your emergency rules]. If it is, page the on-call tech with the address and issue. If not, offer the next two open morning slots and confirm by text.

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