Nexus AI ships with general conversation ability, but it’s the business-specific training that makes it genuinely useful. A well-trained Nexus AI sounds like your best customer service rep — not a generic chatbot.

Here’s exactly what to configure, and why each element matters.

The Five Training Inputs That Matter Most

1. Service Catalog With Price Ranges

Nexus AI needs to know what you do and roughly what it costs. You don’t need exact prices — ranges work better because they set expectations without committing before diagnosis.

Example format:
- AC Tune-Up: $89–$149 depending on system size
- AC Repair: $149 diagnostic fee + parts/labor (typically $200–$800 depending on issue)
- AC Replacement: $3,500–$8,500 depending on system and home size
- Emergency Call (after hours): $149 service call fee + labor

When a customer asks “how much does it cost to fix my AC?” Nexus AI can give a helpful, honest range instead of either refusing to answer or committing to a price that doesn’t match what the tech finds.

2. Coverage Area (City and Zip Code Level)

List every city and zip code you serve. Nexus AI will tell customers within your area that you serve them, and tell customers outside your area that they’re not in your service territory — saving both parties time.

Be specific: “We serve Raleigh, Cary, Apex, Holly Springs, Fuquay-Varina, Wake Forest, and Morrisville” is more useful than “the Triangle area.”

3. Availability Windows and Scheduling Logic

Tell Nexus AI your general availability so it can offer real appointment windows:

• Standard hours: Monday–Friday 7am–6pm, Saturday 8am–2pm
• Emergency slots: Available 24/7 for no-heat/no-cool situations at the emergency rate
• Lead time: Standard appointments book 1–3 days out; urgent calls same day when available
• Appointment windows: 2-hour windows (e.g., 9–11am, 11am–1pm, 1–3pm, 3–5pm)

4. Frequently Asked Questions

Write out the 10–15 questions you get most often, with your preferred answers. Common examples for HVAC:

• Do you offer financing? (Yes/No — and how it works)
• Are you licensed and insured? (Yes — your license number if comfortable sharing)
• Do you work on [brand X] systems? (List brands you service)
• What’s included in a tune-up?
• Do you offer a warranty on repairs?

5. Tone and Escalation Rules

Define your brand voice and when Nexus AI should hand off to a human:

• Tone: Friendly and professional. Never overly formal. Use the customer’s first name. Sign off messages with the company name, not “AI.”
• Escalate to human when: Customer mentions a safety concern (gas smell, sparks, flooding), the conversation becomes confrontational, or the customer explicitly asks to speak with a person.
• Never: Commit to a specific price before diagnosis, guarantee same-day availability without confirming, share personal staff information.

Testing Before You Go Live

Before activating Nexus AI on your main business number, run test conversations from a personal phone:

• Ask about pricing for each major service category
• Request an appointment for various times and days
• Ask from an out-of-service-area zip code
• Try an edge case: “My heat isn’t working and I smell gas” (should escalate immediately)
• Ask questions that aren’t in your FAQ — see how Nexus AI handles the unknown

Most businesses are happy with Nexus AI after their onboarding configuration and one round of testing. Our team does the initial setup with you on the call and reviews your test results before going live. Learn more about Nexus AI or schedule a demo.