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Upfirst (AI receptionist)

Ask window and door callers the right questions and text them a booking link

Quick answer

Windura is a window and door replacement company in Kansas City, run by Bonnie Lee and her husband since 2001. For years they were the only two people answering the phones. After another AI answering service got worse over time, they switched and trained their AI receptionist on their own workflow.

Business type: Contractors & home services. Tool used: Upfirst (AI receptionist). Result: Callers use the texted link to book their own appointments, and the sales team gets the job details before calling back. No numbers given.

Source: Upfirst case study (Company case study) · Added Thu, Oct 22 · Last updated 2026-10-23

ToolUpfirst (AI receptionist)BusinessContractors & home servicesTaskAnswering calls, Scheduling & bookings, Lead follow-upSourceUpfirst case study (Company case study)

How they set it up

  1. Add intake questions, like how many windows or doors the caller needs.
  2. Set call transfers so live sales calls reach your team.
  3. Have it text callers a scheduling link so they can book their own consultation.
  4. Add new information and questions whenever you need to.

Result

Callers use the texted link to book their own appointments, and the sales team gets the job details before calling back. No numbers given. (as reported by the source)

Guide: AI receptionist for small business: real examples and how to set one up

Guide: AI answering service for contractors: real examples and how to set one up

Questions and answers

What does the AI agent do here?

Windura is a window and door replacement company in Kansas City, run by Bonnie Lee and her husband since 2001. For years they were the only two people answering the phones. After another AI answering service got worse over time, they switched and trained their AI receptionist on their own workflow.

Which tool did they use?

Upfirst (AI receptionist).

What was the result?

Callers use the texted link to book their own appointments, and the sales team gets the job details before calling back. No numbers given. (as reported by the source)

How did they set it up?

Add intake questions, like how many windows or doors the caller needs. Set call transfers so live sales calls reach your team. Have it text callers a scheduling link so they can book their own consultation.

Answers come only from the source. Questions it doesn't answer are left out.

Starter prompt

Our own prompt for copying this setup. Swap in your details. Not quoted from the source.

You answer calls for [Company], a window and door replacement company. Ask what the caller needs, how many windows or doors, their address and their name and number. If they want a consultation, text them our booking link. If they want to talk to sales now, transfer them.
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