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For Whole-house retrofit designers

AI call handling for
Whole-house retrofit designers.

A whole-house retrofit enquiry may begin with cold rooms, high energy use or a collection of surveys that need turning into one coherent plan. Ziverly can gather the property, household priorities and existing evidence while you are coordinating another design, without recommending measures on the call.

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A familiar moment

The older home with several surveys but no joined-up plan

You are reviewing junction details for another project when a homeowner calls with an energy assessment, damp report and ideas for insulation and heating. Ziverly can record the property age and construction as supplied, occupancy and comfort priorities, existing heating, ventilation and energy information, moisture observations without diagnosis, surveys, assessments, plans or funding documents available, work already completed, architect, assessor, coordinator, installer or lender involvement, project stage, caller-supplied budget and preferred contact. It does not diagnose defects, produce recommendations, sequence measures, model performance, assess eligibility, specify products or construction, interpret PAS standards, funding, planning or Building Regulations, estimate savings or cost, accept the engagement or promise an outcome.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

Measures interact across the home

Insulation, airtightness, ventilation, moisture, heating and occupants cannot be considered as isolated products.

Evidence may come from several sources

Surveys, energy data, plans and earlier work need to be understood before design begins.

Coordination deserves uninterrupted thought

A new homeowner can be welcomed without breaking concentration on risk, junctions or sequencing elsewhere.

What a better handover can change

Less interruption.
More useful context.

The whole-house context arrives together

Review property, occupancy priorities, systems, observations, evidence, project team and stage before responding.

No measure is promoted prematurely

Your approved boundaries can keep diagnosis, recommendations, modelling, funding and compliance with the design process.

Your evidence request can persist

Add the approved survey, energy document or earlier-work question for that known homeowner's next call.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the property, occupancy priorities, existing systems, observations, surveys, earlier work, professional team, stage and preferred contact.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add the approved survey, energy-document or previous-work question so Ziverly can use it if the homeowner calls again.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current design files and client evidence are secure, verify your PIN to hear which retrofit enquiries await documents or a response.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

PAS 2035 or funding-scheme competency may be required; designs must manage moisture, ventilation and building-regulation interactions.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Can Ziverly recommend which retrofit measure comes first?

No. It gathers the evidence and household priorities; recommendations require coordinated professional assessment.

Will it predict savings or grant eligibility?

No. It gives no performance, cost, funding or eligibility promise.

Can it confirm compliance or accept a design engagement?

No. Standards, permissions, terms, fees and appointment remain with qualified professionals and you.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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