§ 01
Lead capture from inbound calls
Calls come in at 4:30 on Friday. Your AI answers, captures the lead, qualifies it (residential vs. commercial, what camera count, when?), logs it to your CRM, and texts you a summary by Saturday morning.
← All use cases
AI for security industry & dealer networks
We work in this industry every day. UltraWeb Labs runs TechPro Security and TechVision USA — distribution + dealer network with 1,800 partners. Your AI assistant ships with patterns and skills built from those operations.
§ 01 /What it handles
The work, broken down.
§ 02
Customer history from your CRM
When a dealer calls, your AI pulls their last 6 months of orders, open tickets, RMA status, and current credit position from Zoho/HubSpot/your-CRM-of-choice. You get the brief before you say hello.
§ 03
Install scheduling
AI cross-references your tech crews' calendars, customer timezones, and route efficiency to suggest install windows. Sends the customer a Calendly-style picker with only the slots that actually work.
§ 04
Dealer pricing lookup
Customer asks about pricing on a specific Dahua/Hikvision/UniView SKU. Your AI checks current TVUSA / SCK pricing, applies their dealer tier, surfaces the correct quote in seconds.
§ 05
Quote generation
From your standard templates. AI gathers the project specs, applies your markup rules, generates a clean PDF, sends it to the customer with you on cc, and creates a Zoho deal record.
§ 06
Service ticket triage and follow-up
Tickets come in via email, phone, dealer portal. AI categorizes (warranty, install issue, configuration, RMA), routes to the right tech, follows up if a response stalls more than 24 hours.
Example · A TechPro dealer with 4 staff and ~$1.5M annual revenue
I'd love to know who called when I was on the road, with the call already in CRM, and a draft of my reply ready when I sit down at 5pm.
Your agent:Your AI answers calls, logs them, drafts replies, schedules follow-ups, and coordinates installs across your tech crews — without needing you to remember any of it.
We work with security distributors and dealers every day at TechPro Security and TechVision USA. If you want a conversation about an industry-specific package — including dealer pricing automation and CRM-specific skills — we're the right people.