TradepilotUSA Business Operations Suite

Tradepilot AI Agent

An autonomous business agent that handles missed calls, reads inbound texts, analyzes leads, routes jobs, and drafts replies — all inside Tradepilot, all under your control.

Secure cloud accessModular setupBuilt for operations
Tradepilot AI Agent Dashboard

Autonomous AI — Built Into Tradepilot

Your business runs 24/7.
Your AI agent should too.

Tradepilot's AI Agent watches your communications, scores every opportunity, drafts responses, and routes work — so nothing slips through the cracks even when your team is off the clock.

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What the Agent Does

Six things running automatically.

Phone

Missed Call Handler

When a customer calls and no one answers, the AI agent instantly drafts a personalized SMS follow-up — name, context, and a call-to-action — ready for your approval in seconds.

Chat

SMS Inbox Intelligence

Every inbound text is analyzed in real time. The agent identifies what the customer needs, scores urgency, and drafts the best response so you can reply in one click.

Lead

Lead Analysis & Routing

New leads are scored, categorized by service type, and matched to the right contractor or team member automatically — no manual sorting required.

Tasks

CRM Auto-Notes

After every interaction the agent adds structured notes to the lead record — what was discussed, next steps, and urgency level — so your team is always in the loop.

Search

Contractor Matching

When a job comes in, the agent scans your contractor network, scores fit by location, skill, and availability, and surfaces the top 10 recommendations instantly.

Secure

Safety Controls

You stay in control. Set business hours, max auto-replies per contact, approval requirements, and STOP word detection. The agent never goes rogue.

How It Works

From trigger to action in seconds.

STEP 01

Event Comes In

A missed call, inbound SMS, new lead, or form submission triggers the agent automatically.

STEP 02

AI Analyzes

GPT-4o reads the context — caller history, lead data, message content — and builds a finding with urgency score and recommended action.

STEP 03

Draft Created

The agent writes the reply, routes the lead, or adds the CRM note — all staged for review.

STEP 04

You Approve

One click in the AI Agent dashboard approves the action. Or set it to fully automatic if you trust it.

You Stay In Control

Three approval modes.

Recommendations Only
Agent surfaces findings and suggested actions. You decide everything.
Require Approval
Agent drafts every action. Nothing executes until you click approve.
Fully Automatic
Agent executes approved action types automatically within your safety rules.

Full Transparency

Every action is audited.

Tradepilot keeps a complete audit log of everything the AI agent does — what triggered it, what it decided, and what you approved or rejected. Full accountability, zero black boxes.

YesEvery action logged with timestamp and reason
YesBefore/after state saved for every change
YesFull approval and rejection history
YesAdmin-only visibility — customers never see agent activity

Your AI agent is ready.
Activate it today.

Included in every Tradepilot account. No extra setup. No extra charge.

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