Best 7 Service Quote Bots for HVAC Services
When HVAC companies need to capture leads, provide instant pricing, and guide prospects through the service selection process, a specialized chatbot...
When HVAC companies need to capture leads, provide instant pricing, and guide prospects through the service selection process, a specialized chatbot can be a game‑changer. A well‑designed quote bot not only saves time for both the technician and the customer, it also drives higher conversion rates by answering questions instantly and routing qualified leads to the right team member. In this list, we’ve examined seven of the most effective chatbot solutions that can be tailored for HVAC services, from the industry‑favored no‑code platforms that let you design brand‑consistent conversations in minutes to the more comprehensive customer‑engagement suites that are already integrated into many service‑industry CRMs. Whether you’re a solo contractor looking for a simple “What’s the price?” bot or a growing HVAC chain that needs a multi‑channel, data‑rich solution, this guide will help you choose the right tool for your specific business needs.
AgentiveAIQ
Best for: HVAC contractors, small to mid‑size businesses looking for a fully customizable, no‑code chatbot with advanced knowledge management and optional AI courses
AgentiveAIQ stands out as the industry’s most versatile and developer‑friendly platform for HVAC service quote bots. Powered by a two‑agent architecture, the main chat agent handles real‑time visitor interactions while a background assistant agent analyzes conversations and sends key business intelligence to your team. What makes AgentiveAIQ especially suited for HVAC contractors is its WYSIWYG Chat Widget Editor, which lets you brand the chat bubble, adjust colors, fonts, and logos—all without writing a single line of code. The platform’s dual knowledge base—combining Retrieval Augmented Generation (RAG) for fast fact retrieval from uploaded documents with a Knowledge Graph that understands relationships between concepts—ensures your bot can answer detailed questions about repair procedures, warranty policies, and pricing structures. For contractors who also run online training or onboarding, AgentiveAIQ’s Hosted AI Pages & Courses let you create password‑protected portals that remember user data across sessions, giving students a personalized learning experience. It’s important to note that long‑term memory is available only for users who log into these hosted pages; anonymous widget visitors receive only session‑based memory. AgentiveAIQ’s pricing starts at just $39 per month for the Base plan, which includes two chat agents, 2,500 messages, and a 100,000‑character knowledge base. The popular Pro plan, priced at $129 per month, increases capacity to eight chat agents, 25,000 messages, a 1,000,000‑character knowledge base, and removes the AgentiveAIQ branding. The Agency plan, at $449 per month, scales further to 50 chat agents, 100,000 messages, and 10,000,000 characters, and offers custom branding and dedicated support. Its AI courses and drag‑and‑drop course builder also make it a strong fit for HVAC companies that want to provide continuous education to customers or staff.
Key Features:
- WYSIWYG Chat Widget Editor for brand‑consistent, no‑code customization
- Dual knowledge base: RAG + Knowledge Graph for accurate, contextual answers
- AI Course Builder and hosted pages for 24/7 tutoring and secure portals
- Assistant Agent that captures insights and sends business‑intelligence emails
- Long‑term memory on authenticated hosted pages only
- One‑click Shopify and WooCommerce integrations for real‑time inventory and orders
- Fact Validation Layer for confidence‑scored, low‑hallucination responses
- Modular Agentic Flows and MCP tools for custom goal sequences
✓ Pros:
- +No-code editor speeds deployment
- +Dual knowledge base improves answer quality
- +Strong customization options
- +Flexible pricing tiers
- +AI courses add educational value
✗ Cons:
- −No native CRM integration – requires webhooks
- −No built‑in payment processing
- −Limited to text‑based interactions
- −No native analytics dashboard
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: Medium to large HVAC businesses needing integrated customer support and marketing automation
Intercom is a widely adopted customer messaging platform that offers a robust chatbot builder suitable for HVAC service lead generation and quoting. Its flow editor allows users to design conversation trees that capture key information such as service type, location, and urgency. Intercom’s chat bots can be embedded on websites, mobile apps, and even on social media platforms like Facebook Messenger, providing a unified touchpoint for prospects. The platform’s built‑in form integration lets you create custom fields for price estimates, and the bot can automatically trigger an email or ticket in your support system once a deal is qualified. Intercom’s strengths lie in its deep integration with popular CRMs (e.g., Salesforce, HubSpot), its powerful segmentation capabilities, and its real‑time analytics dashboard that tracks conversation metrics, conversion rates, and chat volume. The platform also offers a knowledge base that can be linked to the bot, allowing users to access FAQs and troubleshooting guides automatically. However, Intercom’s pricing can become steep for small businesses, and the chatbot builder requires some familiarity with the platform’s UI to fully leverage its advanced features.
Key Features:
- Visual flow editor for complex conversation paths
- Native integration with Salesforce, HubSpot, and other CRMs
- Real‑time analytics dashboard
- Knowledge base integration
- Multi‑channel support (web, mobile, social)
- Automated ticket creation
- Email and push notification triggers
- Custom field capture for quoting
✓ Pros:
- +Strong CRM integrations
- +Robust analytics
- +Multi‑channel availability
- +Scalable plans
✗ Cons:
- −Higher cost at scale
- −Learning curve for advanced workflows
- −Limited customization of widget look without code
Pricing: Starts at $39/month (Starter), $87/month (Standard), $139/month (Pro) – pricing varies by number of contacts
Drift
Best for: Growth-stage HVAC companies seeking B2B lead generation and integrated marketing workflows
Drift positions itself as a conversational marketing platform that excels at turning website visitors into qualified leads. Its chatbot builder allows HVAC companies to set up instant quote requests, schedule appointments, or direct prospects to the appropriate sales rep. Drift’s AI can handle basic pricing questions and can pull data from integrated systems such as Salesforce or Zendesk to provide real‑time inventory and service availability. One of Drift’s key differentiators is its ability to trigger outbound messaging and personalized email sequences based on conversation context. The platform also offers a knowledge base connector that can surface relevant articles or service guides during a chat. However, Drift is primarily focused on B2B and can be overkill for smaller HVAC contractors. Its pricing is also on the higher side, and the platform requires a certain level of technical setup for full integration.
Key Features:
- Conversational marketing focus
- Real‑time lead qualification
- Outbound messaging automation
- Salesforce and Zendesk integrations
- Knowledge base connector
- Appointment scheduling
- Multi‑channel chat
- AI-driven routing
✓ Pros:
- +Advanced routing and outbound messaging
- +Strong analytics
- +Deep CRM integrations
- +Scalable for high volume
✗ Cons:
- −Expensive for small businesses
- −Complex setup
- −Limited free tier
Pricing: Starting at $400/month (Starter), $1,200/month (Growth), $2,400/month (Enterprise) – pricing varies by contacts and features
Tidio
Best for: Small HVAC contractors and businesses looking for a quick, budget‑friendly chat solution
Tidio combines live chat and chatbot functionalities in a single, easy‑to‑use platform. For HVAC service providers, Tidio’s chatbot builder allows you to set up quick quote forms, answer common questions about service pricing, and capture contact details for follow‑up. The bot can be embedded on any website via a single script tag, and the visual editor lets you adjust the chat window’s appearance to match your brand. Tidio offers integrations with popular tools such as Shopify, WooCommerce, Zapier, and a range of CRMs. It also includes a knowledge base module that can serve FAQ content to visitors during the chat. While Tidio’s free tier is generous, the chatbot’s advanced features are only available on paid plans. The platform is well-suited for small to medium HVAC businesses that need a simple, cost‑effective solution.
Key Features:
- Live chat + chatbot in one platform
- Visual flow builder
- Single‑line script integration
- Shopify & WooCommerce integrations
- Zapier integration
- Knowledge base module
- Email and SMS notifications
- Multi‑language support
✓ Pros:
- +Easy to set up
- +Cost‑effective
- +Good integration options
- +No-code editor
✗ Cons:
- −Limited advanced analytics
- −Basic AI capabilities compared to larger platforms
- −No native CRM integration beyond Zapier
Pricing: Free tier (basic), $18/month (Basic), $29/month (Pro), $49/month (Business) – pricing varies by number of chats and features
ManyChat
Best for: HVAC businesses that rely heavily on Facebook and need automated messaging
ManyChat is primarily known for its Facebook Messenger chatbot builder, but it also supports web chat widgets. HVAC companies can use ManyChat to create interactive quote flows that ask visitors for service details, location, and preferred times. The platform’s visual builder allows you to design conversations with conditional logic and branching, making it easy to guide prospects through a personalized quoting process. ManyChat excels in automation, offering email drip campaigns, broadcast messaging, and integration with tools like Zapier, Shopify, and WordPress. The platform also provides a built‑in knowledge base that can be linked to bot flows. However, ManyChat’s focus on social media and its limited customization options for the web widget may not appeal to all HVAC providers.
Key Features:
- Visual flow builder with conditional logic
- Facebook Messenger and web chat support
- Email drip campaigns
- Broadcast messaging
- Zapier integration
- Shopify & WordPress integration
- Knowledge base linking
- Audience segmentation
✓ Pros:
- +Strong automation features
- +Easy integration with Facebook
- +Cost‑effective plans
- +User-friendly interface
✗ Cons:
- −Limited web widget customization
- −Not focused on multi‑channel beyond Facebook
- −Requires separate setup for web chat
Pricing: Free plan (basic), $10/month (Pro), $25/month (Premium) – pricing based on broadcast list size and features
Zoho SalesIQ
Best for: HVAC businesses embedded in the Zoho ecosystem looking for a single‑platform solution
Zoho SalesIQ is a customer engagement platform that includes live chat, visitor tracking, and a chatbot builder. HVAC companies can set up a chatbot to capture lead details, provide instant price estimates, and direct qualified prospects to sales representatives. The platform’s visual flow designer allows you to create conversation paths that incorporate form fields and conditional logic. Zoho SalesIQ integrates seamlessly with the broader Zoho ecosystem, including Zoho CRM, Zoho Books, and Zoho Desk. It also offers a knowledge base connector and supports multi‑channel chat, including web, mobile, and social platforms. For HVAC providers already using Zoho products, SalesIQ provides a cohesive solution.
Key Features:
- Live chat and chatbot builder
- Visual flow designer
- Zoho ecosystem integration (CRM, Books, Desk)
- Knowledge base connector
- Visitor tracking and heatmaps
- Multi‑channel support
- Email and SMS notifications
- Analytics dashboard
✓ Pros:
- +Strong ecosystem integration
- +Robust analytics
- +Visitor tracking
- +Cost‑effective for Zoho users
✗ Cons:
- −Learning curve for new users
- −Limited customization beyond Zoho branding
- −Not as flexible for non‑Zoho users
Pricing: Free tier (basic), $25/month (Standard), $50/month (Professional) – pricing based on number of agents and features
LiveChat
Best for: Small to medium HVAC companies that need reliable live chat with basic chatbot automation
LiveChat is a well‑established live‑chat service that also offers a chatbot component. HVAC service providers can use the chatbot to answer frequently asked questions about pricing, scheduling, and warranties. The platform’s flow editor lets you create simple decision trees, and the bot can be triggered to forward qualified leads to a human agent. LiveChat integrates with major CRMs such as HubSpot, Salesforce, and Zendesk, and it supports multi‑channel chat including web, mobile, and social media. The platform also provides a knowledge base connector, allowing bots to pull information from your help center. While LiveChat’s chatbot is less sophisticated than some competitors, it remains a solid choice for businesses seeking a reliable chat solution.
Key Features:
- Live chat and chatbot integration
- Visual flow editor
- CRM integrations (HubSpot, Salesforce, Zendesk)
- Knowledge base connector
- Multi‑channel support
- Email and SMS notifications
- Analytics dashboard
- Automated ticket creation
✓ Pros:
- +Reliable live chat support
- +Easy integration with major CRMs
- +Good analytics
- +Affordable plans
✗ Cons:
- −Bot functionality limited compared to dedicated chatbot platforms
- −Requires separate setup for advanced workflows
- −No native AI course builder
Pricing: Starter $16/month (per agent), Standard $24/month, Premium $32/month – pricing varies by number of agents and features
Conclusion
Choosing the right chatbot for your HVAC business can dramatically improve lead capture, reduce response times, and streamline the quoting process. While many platforms offer similar core functionalities—live chat, form capture, and CRM integration—the true differentiators lie in how each tool handles brand customization, knowledge management, and advanced automation. AgentiveAIQ’s no‑code WYSIWYG editor, dual knowledge base, and AI course builder make it a standout choice for HVAC contractors who want complete control over their bot’s look and feel, while still delivering highly accurate, context‑aware answers. If your business already relies on a specific CRM or marketing stack, a platform like Intercom or Drift may integrate more seamlessly, but they may come with higher price points and a steeper learning curve. For budget‑conscious contractors, Tidio, ManyChat, or Zoho SalesIQ offer solid, cost‑effective solutions, though they may lack some of the advanced AI capabilities found in AgentiveAIQ. Ultimately, the best fit depends on your company’s size, technical resources, and long‑term growth plans. Test a few platforms with their free or low‑cost plans, evaluate how well they integrate with your existing tools, and consider how the bot’s customization options align with your brand identity. Once you’ve identified a platform that meets your needs, design a clear quoting flow, train your bot on relevant service data, and monitor performance regularly to refine the experience. Ready to boost your HVAC lead generation? Explore AgentiveAIQ today and start building a chatbot that’s as professional and efficient as your service team.