Background
Documentation

How CleaningBiz AI Works

A comprehensive guide to our AI-powered solution for cleaning businesses

Overview

Platform Overview

CleaningBiz AI is a comprehensive automation platform designed specifically for cleaning businesses. Our solution combines artificial intelligence, powerful integrations, and industry-specific tools to help cleaning businesses automate customer acquisition, booking management, and payment processing.

The platform seamlessly integrates with Retell AI for voice agents, Thumbtack for lead generation, and Square for payment processing, creating an end-to-end solution that handles everything from initial customer contact to payment collection.

24/7
Customer
Engagement
95%
Automation
Rate
Platform Overview
Integrations

Powerful Integrations

CleaningBiz AI seamlessly connects with industry-leading platforms to automate your entire business workflow

ChatGPT

Our intelligent AI integration powered by ChatGPT handles complex conversations and provides natural language understanding.

Natural language processing

Intelligent response generation

Customer data collection

Contextual conversation handling

Twilio

Seamlessly handle SMS and voice communications with our robust Twilio integration.

Automated SMS messaging

Voice call support

Reliable message delivery

Two-way communication

Thumbtack

Automatically capture and process leads from Thumbtack through our webhook integration.

Automated lead capture

Real-time lead processing

Webhook integration

Lead qualification

Square

Process payments seamlessly with our Square payment gateway integration.

Secure payment processing

Automatic invoicing

Pre-authorization support

Payment status tracking

Workflow

How It Works

Understand the automated workflow that powers your cleaning business

1. Lead Generation

Leads are automatically captured from Thumbtack via webhook integration or can be manually added to the system.

Automatic lead data collection from Thumbtack

Manual lead entry option available

2. Initial Contact

The system automatically sends an SMS to the lead's phone number to initiate contact.

Automated SMS sent immediately to new leads

SMS AI Agent handles text conversations

3. Follow-up Call

If the lead doesn't respond to the SMS within 5 minutes, the system automatically triggers an outbound call using Retell AI.

Automated outbound calling via Retell

Natural voice conversation with potential clients

4. Booking Process

When a lead shows interest, the AI agent collects all necessary details and creates a booking in the system.

Collection of property details (square footage, bedrooms, bathrooms)

Service selection based on your configured pricing

Scheduling based on cleaner availability

5. Payment Processing

After booking confirmation, an invoice is automatically generated and shared with the client for payment.

Automatic invoice generation

Secure payment processing via Square

Option for instant payment or pre-authorization

Setup

Launch Your AI Assistant

From zero to hero in 7 simple steps

1. Create Your Account

Sign up in less than 60 seconds and unlock the power of AI for your cleaning business.

  • Quick email verification
  • Secure authentication
Get Started

2. Set Up Your Business

Customize your business profile with your brand identity and service area.

  • Define your service territory
  • Upload your logo and branding
Learn More

3. Connect Retell AI

Integrate with Retell AI to give your virtual assistant a voice that sounds human.

  • Set up your business phone
  • Configure your AI voice agent
Connect Now

4. Connect Thumbtack

Automatically capture and process leads from Thumbtack in real-time.

  • Instant lead notifications
  • Automated follow-up system
Connect Now

5. Connect Square

Set up secure payment processing and automated invoicing with Square.

  • Secure payment processing
  • Automated invoicing system
Connect Now

6. Customize Sarah

Personalize your AI assistant's personality, services, and conversation flow.

  • Adjust voice and personality
  • Set up your service pricing
Customize Now

7. Launch Your AI

Test your setup and activate your AI assistant to start handling calls and bookings.

  • Run a complete system test
  • Activate and go live
Launch Now

Ready to Transform Your Business?

Get started today and let Sarah handle your customer calls while you focus on growing your business.

Experience

See Sarah In Action

Watch how our AI assistant handles real customer interactions

Sarah - CEO Cleaners
AI Assistant
Live Demo

Hello! Thank you for calling CEO Cleaners. This is Sarah, your virtual assistant. How can I help you today?

Just now

Hi, I need a quote for cleaning my house.

Just now

I'd be happy to help you with that! To provide an accurate quote, I'll need some information about your home. First, could you tell me your name?

Just now

My name is John Smith.

Just now

Nice to meet you, John! Could you please tell me the approximate square footage of your home?

Just now
Try typing: "About 2,000 square feet"

Watch Sarah in Action

Natural Conversation

Sarah engages in natural, flowing conversation that sounds completely human.

Accurate Quotes

Sarah collects property details to provide precise, personalized cleaning quotes.

Instant Booking

Sarah can schedule appointments and process payments in real-time.

Watch Full Demo

See a complete customer interaction from start to finish

Help

Frequently Asked Questions

Everything you need to know about CleaningBiz AI

CleaningBiz AI is an intelligent virtual assistant platform specifically designed for cleaning businesses. It combines advanced AI technology with industry-specific knowledge to automate customer interactions, lead capture, appointment scheduling, and payment processing.

Our AI assistant, Sarah, can handle phone calls, answer customer questions, provide quotes, and book appointments - all while sounding completely human and representing your brand professionally.

Most cleaning businesses can complete the entire setup process in under 2 hours. The basic account creation takes just minutes, while integrating with third-party services and configuring your AI assistant's personality and services might take a bit longer.

Our step-by-step guide walks you through each part of the process, and our support team is available to help if you encounter any issues.

No technical skills are required! CleaningBiz AI is designed to be user-friendly for cleaning business owners regardless of technical background. Our setup wizard guides you through each step with clear instructions and visual aids.

For the integrations with services like Square and Thumbtack, we provide direct links and step-by-step instructions. If you ever need help, our support team can assist you via chat or schedule a screen-sharing session to walk you through any challenging steps.

CleaningBiz AI offers flexible pricing plans starting at $99/month for our Basic plan, which includes up to 100 AI-handled calls per month. Our Professional plan at $199/month includes up to 300 calls and additional features like priority support and advanced analytics.

For larger cleaning businesses, our Enterprise plan offers custom pricing with unlimited calls and dedicated account management. All plans include a 14-day free trial so you can experience the full benefits before committing.

The CleaningBiz AI subscription covers all core platform features. However, there may be additional costs from third-party services:

  • Retell AI: Requires a separate subscription (starting at $49/month) for voice AI capabilities
  • Square: Standard payment processing fees apply (typically 2.9% + $0.30 per transaction)
  • Thumbtack: Standard lead fees apply based on your Thumbtack plan
  • Phone number: If you choose to get a new dedicated number rather than using your existing business line

We're transparent about these costs during the setup process, and many businesses find that the time saved and increased booking rates more than offset these expenses.

Yes, you can cancel your CleaningBiz AI subscription at any time with no cancellation fees. Your service will continue until the end of your current billing cycle.

If you cancel during your 14-day free trial, you won't be charged at all. We believe in earning your business every month through the value we provide, not through restrictive contracts.

CleaningBiz AI currently integrates with the following services:

  • Retell AI: For voice AI and phone call handling
  • Square: For payment processing and invoicing
  • Thumbtack: For lead capture and management
  • Google Calendar: For appointment scheduling
  • Twilio: For SMS notifications
  • Mailchimp: For email marketing

We're constantly adding new integrations based on customer feedback. If there's a specific service you'd like to see integrated, please let us know!

No, the integrations are modular and optional. You can choose which ones make sense for your business:

  • Retell AI is strongly recommended as it powers the voice capabilities
  • Square is recommended if you want to accept payments through the platform
  • Thumbtack is only necessary if you use Thumbtack for lead generation
  • Other integrations can be added as needed

Many businesses start with just the core Retell AI integration and add others as they become comfortable with the system.

Yes, you can use your existing business phone number with CleaningBiz AI through Retell's call forwarding feature. This allows you to maintain your established business identity while leveraging our AI capabilities.

Alternatively, you can get a new dedicated number through Retell specifically for your AI assistant. Some businesses prefer this approach to keep their personal line separate or to track AI-generated leads more easily.

The Retell AI voices used by CleaningBiz AI are remarkably natural and human-like. Most callers cannot distinguish them from a real person. The voices include natural speech patterns, appropriate pauses, and conversational fillers that make them sound authentic.

You can listen to sample conversations on our demo page to hear the quality for yourself. The voices can be customized with different accents, tones, and speaking styles to match your brand identity.

Sarah, our AI assistant, can handle a wide range of customer interactions:

  • Answer common questions about your services
  • Collect customer information (name, address, contact details)
  • Gather property details (square footage, number of rooms, etc.)
  • Provide accurate quotes based on your pricing structure
  • Schedule appointments within your business hours
  • Process payments and send confirmation details
  • Follow up with leads who haven't booked
  • Handle appointment rescheduling and cancellations

Sarah is trained specifically for the cleaning industry and understands common terminology, service types, and customer concerns.

While our AI assistant is highly capable, there may be complex situations it can't handle. In these cases:

  • The AI will politely explain that it needs to transfer the call to a human team member
  • You'll receive an immediate notification via your preferred method (SMS, email, or app alert)
  • If you're available, you can take over the call directly
  • If you're unavailable, the AI will take a detailed message and schedule a callback
  • All information collected before the transfer is saved and accessible to you

Over time, the AI learns from these situations and improves its handling of similar scenarios in the future.

Still Have Questions?

Our support team is ready to help you with any questions about setting up or using CleaningBiz AI.

Support

Need Help?

Our support team is ready to assist you with any questions or issues

Contact Information

info@cleaningbizai.com

+1 (206) 279-0892

Monday - Friday, 9am - 5pm EST

Documentation Resources

Technology

Advanced AI Capabilities

Powered by cutting-edge technology that adapts to your business

Dynamic System Prompts

Our AI Voice Agent uses a sophisticated template system that automatically customizes conversations for your business:

  • Templates stored in database with placeholders for business details
  • Runtime substitution of company name, services, hours, and pricing
  • Intelligent fallbacks to defaults when specific settings aren't available
// Dynamic prompt generation
function generatePrompt(business) {
  return template.replace(
    "", 
    business.name || "our cleaning service"
  );
}

Intelligent Conversation Flow

Sarah follows a structured conversation flow optimized for cleaning service inquiries:

1
Greeting & Introduction

Sarah introduces herself and identifies your business

2
Customer Information

Collects name, phone, email, and address

3
Property Details

Gathers square footage, bedrooms, bathrooms

4
Service Selection

Presents options and provides pricing

5
Scheduling & Confirmation

Books appointment and sends confirmation

Smart Conversation Summaries

Sarah automatically extracts key information from conversations for booking and follow-up:

Example Summary:
Customer: John Smith (555-123-4567)
Property: 2,000 sq ft, 3 bed, 2 bath
Service: Deep Cleaning ($250)
Appointment: March 20, 2025 at 10:00 AM

Powerful Tools & Integrations

Sarah leverages a suite of integrated tools to deliver a seamless experience:

Availability Checker
Price Calculator
Booking System
Notification System

Ready to Experience AI-Powered Customer Service?

Join the growing number of cleaning businesses transforming their operations with CleaningBiz AI.