Qualify a project
Collect property type, location, floor area, ownership status, budget and timeline.
Housing & home improvement
Real estate, energy renovation, home improvement and quote-based services
Projects qualified before the site visit.
Property type, energy report, renovation budget and timing: Alvio prepares the file, identifies cost concerns and coordinates the handoff to your expert.
Energy report & auditTechnical visitRenovation budgetOut-of-pocket cost
Your Brand
Your assistant on WhatsApp
Today
Assistant:
Hi Emma, you requested a quote to insulate your house. What is the approximate floor area?
Customer:
About 110 m², built in the 1980s.
Assistant:
Thank you. Do you have a recent energy performance report or audit? You can send it here.
Customer:
Yes, I’ll send the report. My main concern is the remaining cost.
Energy-report.pdf
Assistant:
Received. An expert will review the solutions, qualified contractors and potential support before the visit.
Customer:
I’m available on Friday morning for the visit.
Assistant:
Your technical visit is confirmed for Friday at 9am. The expert will have your energy report and cost question to prepare the assessment.
Visit confirmed · Energy report shared with the expert
Industry use cases
From a quote request to the site visit.
Re-engage a request
Resume a quote or valuation request when the prospect is available.
Prepare a visit
Gather the information required for a viewing, energy audit or technical intervention.
Collect project material
Receive photos, documents, energy reports and technical details in the conversation.
Move the quote forward
Identify the blocker, financing or out-of-pocket cost before involving an expert.
Confirm the visit
Remind customers of the technical visit, check property access and notify the team of a reschedule or on-site constraint.
Humans at the right time
AI prepares. Your team decides and advises.
The expert receives property data, documents and the main blocker before the visit or quote.
Notification and routing to the right person
Handoff with the full context
Ability to take over at any time
What your team receives
Summary of the illustrated conversation
- Property
- 110 m² house · Built in the 1980s
- Documents and concerns
- Energy report received · Remaining cost to clarify
- Next action
- Technical visit Friday at 9am · Potential support to review
All the context, without asking the customer to repeat themselves.
Integrations & compliance
Designed to fit your operational and regulatory requirements.
Designed to govern project data and document collection with consent, traceability and the Alvio Compliance Pact.
CRMAPIWebhooksSlackCalendarsMCP
Your industry. Your journeys. Your demo.
Choose one priority case, connect your systems and measure the value created with your teams.