Connect visitors to the right agent, right inside the chat
Whether a visitor has a specific agent in mind or just needs a recommendation, Roof AI matches them to the right person on your roster instantly.
When a visitor is ready to work with an agent, the last thing you want is friction. A directory page they have to navigate, a form they have to fill out, or a phone call they have to make. Roof AI handles the connection in chat – matching visitors to the right person on your team before the moment passes.
The right agent, right away
When a visitor already has a name in mind, Roof AI surfaces their contact card on the spot, complete with photo, email, and phone number – all pulled directly from your roster. No searching, no clicking around, no dead ends.
Turn undecided visitors into routed leads
Not every visitor knows who they want – they just know they need someone. Roof AI asks the right questions, captures their contact information, and routes them as a lead so your team can follow up and make the match.
Your roster, always up to date
Roof AI syncs with your agent roster automatically, so every agent card your visitors see reflects current, accurate information.


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