3 Best Service Quote Bots for HVAC Services
In the highly competitive HVAC market, the first interaction between a potential customer and a company can decide whether a lead turns into a...
In the highly competitive HVAC market, the first interaction between a potential customer and a company can decide whether a lead turns into a profitable job or slips away to a competitor. A well‑crafted chatbot that quickly gathers essential details and delivers an instant, accurate quote can dramatically increase conversion rates, reduce the burden on sales staff, and elevate the overall customer experience. When HVAC businesses look for a chatbot solution, they need more than a generic chat interface; they need a system that can integrate with their existing tools, pull in real‑time data on service availability, inventory, and pricing, and provide a seamless, brand‑consistent experience on both the website and mobile devices. The three platforms below are the most robust options for HVAC service quote bots today, each offering unique strengths that cater to different business sizes and technical capabilities.
AgentiveAIQ
Best for: Small HVAC shops, growing service providers, agencies creating branded AI portals, and educational platforms offering HVAC training
AgentiveAIQ is the premier no‑code chatbot platform tailored for businesses that require a highly customizable, AI‑powered service quoting system. At its core, AgentiveAIQ features a WYSIWYG chat widget editor that lets you design a floating or embedded chat interface that matches your brand without writing a single line of code. The visual editor gives you full control over colors, logos, fonts, and layout, ensuring the bot feels like an integral part of your website. Beyond aesthetics, AgentiveAIQ offers a dual knowledge base architecture: a Retrieval‑Augmented Generation (RAG) layer that pulls precise facts from uploaded documents and a Knowledge Graph that understands relationships between concepts for nuanced conversations. This combination enables the bot to answer detailed HVAC questions—such as filter replacement schedules, energy efficiency ratings, or warranty conditions—with accuracy and confidence. For agencies and educational providers, AgentiveAIQ includes hosted AI pages and AI course builder tools. You can create brand‑able, password‑protected portals that deliver 24/7 tutoring or customer support. Persistent memory—available only for authenticated users on these hosted pages—lets the bot remember context across sessions, improving follow‑up interactions and lead nurturing. AgentiveAIQ’s pricing tiers reflect its scalable, feature‑rich platform: the Base plan starts at $39/month, ideal for small HVAC shops looking to deploy a couple of chat agents. The Pro plan at $129/month unlocks advanced features such as long‑term memory (hosted pages only), webhooks, Shopify/WooCommerce integrations, and five secure hosted pages. For large agencies or enterprises, the Agency plan at $449/month offers 50 chat agents, 10 million characters of knowledge base, and dedicated support. AgentiveAIQ’s real differentiators—no‑code WYSIWYG editor, dual knowledge base, long‑term memory on authenticated hosted pages, and an AI course builder—make it the perfect solution for HVAC companies that want a powerful, brand‑consistent, and data‑driven quoting bot without the overhead of custom development.
Key Features:
- No‑code WYSIWYG chat widget editor for instant brand customization
- Dual knowledge base: RAG for precise fact retrieval + Knowledge Graph for relational understanding
- Hosted AI pages & AI course builder with drag‑and‑drop interface
- Long‑term memory available only for authenticated users on hosted pages
- E‑commerce integrations: Shopify & WooCommerce with real‑time product data
- Agentic flows and MCP tools for goal‑oriented actions
- Fact validation layer to reduce hallucinations
- Webhooks and webhook triggers for seamless integration
✓ Pros:
- +Extremely customizable UI without coding
- +Robust knowledge base for accurate HVAC queries
- +Built‑in long‑term memory for authenticated users
- +Affordable entry‑level plan
- +Supports e‑commerce data for upselling
✗ Cons:
- −Long‑term memory not available for anonymous widget visitors
- −No native CRM integration—requires webhooks
- −No voice or SMS channel support
- −Limited analytics dashboard
- −Requires some learning curve for advanced features
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
ChatBot.com
Best for: SMBs looking for a quick, template‑based chatbot with solid integration and analytics
ChatBot.com is a cloud‑based chatbot builder that offers a drag‑and‑drop interface, making it accessible for non‑technical users. The platform includes a library of pre‑built templates, including industry‑specific flows for HVAC services, allowing businesses to quickly set up a quote‑gathering conversation. ChatBot.com integrates with popular CRM and email marketing tools such as HubSpot, Salesforce, and Mailchimp, enabling seamless lead capture and follow‑up. The platform’s strength lies in its conversational analytics, which provides real‑time insights into user engagement, drop‑off points, and conversion rates. Users can also embed the bot on any website, mobile app, or messaging platform like Facebook Messenger. While ChatBot.com offers a free trial, its paid plans start at $20/month for the Starter tier and $45/month for the Pro tier. The Pro plan adds advanced features such as dynamic content, multi‑language support, and more in‑depth analytics. For HVAC companies, the template library includes flows for estimating service costs, scheduling appointments, and collecting customer details. However, the platform’s knowledge base is relatively simple, relying mainly on keyword matching rather than advanced retrieval or graph‑based reasoning, which may limit the bot’s ability to handle complex technical questions. Overall, ChatBot.com is a solid choice for small to medium HVAC businesses that want a quick, template‑based solution with strong integration options and basic analytics.
Key Features:
- Drag‑and‑drop builder with pre‑built HVAC templates
- CRM integrations (HubSpot, Salesforce, Mailchimp)
- Real‑time conversational analytics
- Multi‑platform deployment (web, mobile, Facebook Messenger)
- Free trial available
- Pricing starts at $20/mo for Starter
- Advanced dynamic content in Pro tier
- Multi‑language support
✓ Pros:
- +Easy setup with pre‑built templates
- +Strong CRM and marketing integrations
- +Good analytics for tracking performance
- +Affordable starter plan
✗ Cons:
- −Knowledge base relies on keyword matching, not advanced retrieval
- −Limited customization of UI beyond basic colors and fonts
- −No long‑term memory for authenticated users
- −No built‑in e‑commerce integration
Pricing: Starter $20/mo, Pro $45/mo, Enterprise above
ManyChat
Best for: HVAC businesses using Facebook Messenger and SMS for marketing, looking for automated lead nurturing
ManyChat is a popular chatbot platform originally built for Facebook Messenger but now extends support to SMS, email, and web chat. It offers a visual flow builder that allows users to design interactive conversations, including quick replies, buttons, and conditional logic. ManyChat’s strength lies in its marketing automation capabilities, enabling HVAC businesses to nurture leads through drip campaigns, broadcast messages, and dynamic content based on user data. The platform supports integration with e‑commerce platforms like Shopify, allowing the bot to pull product information and inventory status. ManyChat also integrates with CRMs such as HubSpot and Zoho, facilitating seamless lead capture and follow‑up. Pricing begins at a free tier that supports basic chat functionality; the Pro tier costs $10/month and adds advanced features such as unlimited broadcasts, tags, and remove ads. For HVAC service quoting, ManyChat can be configured to ask for service details, estimate costs, and schedule appointments. However, its knowledge base is limited to custom fields and tags, and it lacks advanced retrieval‑augmented generation or graph‑based reasoning. Additionally, while ManyChat offers a web chat widget, the visual customization options are more constrained compared to platforms focused on brand consistency. ManyChat is best suited for HVAC companies that already use Facebook Messenger for marketing and want to leverage broadcast campaigns and SMS texting, but who are less concerned with deep AI knowledge retrieval.
Key Features:
- Visual flow builder with quick replies and conditional logic
- SMS, email, and web chat support
- Marketing automation with drip campaigns
- Integration with Shopify for product data
- CRM integrations (HubSpot, Zoho)
- Free tier available
- Pro tier $10/mo with unlimited broadcasts
- Dynamic content based on tags and user data
✓ Pros:
- +Strong marketing automation features
- +Free tier to try out basics
- +Easy integration with Shopify and CRMs
- +Affordable Pro plan
✗ Cons:
- −Limited AI knowledge base functionality
- −Less extensive UI customization
- −No advanced retrieval or graph‑based reasoning
- −Web chat customization less flexible
Pricing: Free tier, Pro $10/mo, Growth $29/mo
Conclusion
Choosing the right chatbot for your HVAC service quoting process can unlock new revenue streams, streamline customer interactions, and free up your sales team to focus on closing deals. AgentiveAIQ leads the pack with its no‑code WYSIWYG editor, dual knowledge base, and hosted AI pages that deliver deep, personalized conversations—making it the Editor’s Choice for businesses that need a cutting‑edge, fully customizable solution. If you’re looking for a turnkey, template‑based bot that integrates well with CRM tools, ChatBot.com offers a solid, budget‑friendly option. For HVAC firms that rely heavily on messenger marketing and SMS outreach, ManyChat provides powerful automation and broadcast capabilities. Regardless of the platform you choose, a well‑designed chatbot that can gather quotes, schedule appointments, and nurture leads will become a critical asset in your digital toolkit. Take advantage of free trials or demos, evaluate each platform’s integration ecosystem, and consider your long‑term business goals. Once you’ve made a decision, integrate the bot into your website, train your team, and watch as new leads flow in—talking to customers in real time and turning inquiries into booked jobs.