AI Search

Modernizing Search with Trust-First AI

Reducing Friction from Problem Discovery to Booking

Discovery & Strategy Lead

I led discovery and strategy for Roto-Rooter’s AI-augmented search experience, owned the initial prototyping and interaction model, and partnered with delivery teams to guide implementation and rollout.

AI Experience Design

I was accountable for reframing search as a trust-critical customer experience, leading early discovery, defining AI behavior and guardrails, and designing the initial prototype. I worked closely with engineering and delivery teams to translate strategy into a production-ready approach, advising on AI behavior, tone, safety constraints, and experience design as the solution moved toward launch.

Challenge

  • Legacy keyword-based search was brittle, manually configured, and largely ineffective

  • Customers described problems in emotional, unstructured language that search could not interpret

  • High friction between “What’s wrong?” and “Who do I call?”

  • Opportunity to introduce AI, but with high risk around misinformation, safety, and trust

  • Plumbing emergencies introduce liability, urgency, and brand risk if guidance is incorrect

Goals

Modernize

a failing legacy search system with a reliable, scalable alternative

Enable

customers to describe problems in natural language and receive meaningful guidance

Build Trust

through safe, accurate, brand-appropriate AI responses

Reduce Friction

between customer discovery, diagnosis, and booking service

Support Growth

by improving lead capture, e-scheduling, and cross-sell relevance

Why This Approach Was Different:

Rather than treating this as a simple search upgrade, the work reframed search as a moment of customer vulnerability—often occurring during stressful or emergency situations. Discovery focused on how customers actually describe plumbing problems (“my basement is full of water”), how urgency and emotion shape intent, and where legacy search failed to respond meaningfully.

The solution used AI as an augmentation layer, not a replacement. A unified retrieval-augmented generation (RAG) and vector search index, natural-language understanding, and context awareness (location, intent, emergencies) allowed the system to interpret messy, human queries while guardrails ensured safety, brand alignment, and liability control.

Special attention was given to AI trust mechanics: hallucination prevention, moderation rules, confidence thresholds, disclaimers, and user feedback loops. This ensured the experience felt helpful and authoritative without overreaching—escalating to booking or human support when appropriate.

Strategic Deliverables

  • Discovery and reframing of search as a trust-critical experience

  • Natural-language interaction models for problem diagnosis and guidance

  • Context-aware logic (location, intent classification, emergency detection)

  • AI behavior definition, tone guidelines, and safety guardrails

  • High-fidelity prototype of AI-augmented search experience

  • Delivery guidance for production rollout and monitoring

Outcomes

Launched a live, public-facing AI-augmented search experience

Replaced a failing manual keyword system with natural-language search

Enabled customers to find answers and next steps faster

and with greater confidence

Improved qualitative outcomes

in e-scheduling flow and lead capture

Established a scalable, monitored, production-ready AI foundation

Positioned Roto-Rooter credibly in AI-enabled customer experience

About

A public-facing, AI-augmented search experience that helps Roto-rooter's customers describe plumbing problems in natural language, receive safe and reliable guidance, and move confidently into scheduling service.

Impact at a Glance

  • Legacy search system modernized and replaced

  • AI-augmented, trust-first search launched to production

  • Context-aware guidance based on location, intent, and urgency

  • Reduced friction from problem discovery to booking

  • Foundation established for future AI-driven customer support