Name, balance, tank
Read before the agent answers
The agent greets the caller by name and answers from the account: balance, last delivery, tank level, delivery type, and service plan.
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Industries · Propane and Heating Fuel
Know the customer and the tank before the agent says hello.
When a customer calls about a delivery or a balance, your office has to open the account before it can help. We build a voice agent that reads Cargas first, so it greets the caller by name and answers from the account.
How a day’s calls would sort
Sample data
- Team alertedSmell of gasSafety steps given, alert sent
- AnsweredWhen was my last delivery?Answered from the account
- AnsweredWhat do I owe?Balance read back
- AnsweredHow full is my tank?Level read from the account
- LoggedAfter-hours requestMessage taken, note added
Four handled from the account. One safety call went straight to your team.
What we built
Built for dealers on Cargas.
We built this for fuel dealers running Cargas Energy, then called it ourselves to prove each part worked.
2
Dealer builds on Cargas
Two separate builds for fuel dealers running Cargas.
Leak, CO, out of gas
Emergency calls covered
Gas leak and carbon monoxide calls share one path, out-of-gas calls have their own, and each sends a text alert to your team.
How an evening runs
One winter evening after close.
The times are illustrative. Each step is something we built and proved by phone.
- 5:31 pm
The office closes
The agent picks up and looks the caller up in Cargas by phone number before it speaks.
- 6:10 pm
A balance question
It answers from the account: balance, last delivery, tank level, delivery type, and service plan.
- 7:22 pm
A caller smells gas
The agent gives your safety steps and sends a text alert to your team.
- 8:05 pm
The call wraps up
A note goes on the customer’s account, and your office gets the recording, transcript, and summary by email.
What this looks like
What we build for fuel dealers.
Built on Cargas Energy. Every Cargas setup is different, so we scope each dealer’s connection up front.
Caller lookup
Finds the account by phone number before the agent speaks, so it can greet the customer by name.
Account answers
Balance, last delivery, tank level, delivery type, and service plan, read from the account.
Emergency steps
One path for gas leaks and carbon monoxide, another for out-of-gas calls, each with a text alert to your team.
After-hours messages
Answers common questions and takes messages when the office is closed.
Tune-up requests
Offers open times and places a tentative tune-up on the calendar for your staff to confirm.
Notes and call summaries
Writes a note to the account and emails your office the recording, transcript, and summary.
Where it fits
Who this fits.
Propane dealers
Tank questions, leak calls, and winter out-of-gas calls that can’t wait for morning.
Heating oil dealers
Delivery and balance questions that tie up the office in cold weather.
Dealers with HVAC service
Fuel accounts and service work on one line. Our HVAC page shows the same pattern with live results.
Ready to put this to work?
If you run Cargas, tell us which calls take up your office’s day. We’ll map what the agent would read and where it would hand off.