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Service lane 04 / 06

Services // 04 Voice Agents

Phone agents that update your systems.

Voice Agents answer your business line, ask the questions your team would ask, and route the call. They write the outcome into your CRM, ERP, field-service, or scheduling system. When a call needs a person, the agent hands it over with the details.

Category
Inbound phone calls
Core Systems
Phone line, CRM, ERP, scheduling, field service
Engagement
30-Day Pilot → Monthly Retainer
Oversight
Handoff to a person & full call records
Man wearing a headset at a desk with two monitors and a desk phone.

Operational Environment

Man wearing a headset at a desk with two monitors and a desk phone.

Live Pipeline State

One call, one clean record

Node: 01
01 Call answered Done
02 Request qualified Done
03 Handed to staff Waiting
04 CRM record updated Done
Run log
[event:call_answered] gate:handoff
write:crm_record_updated run:#call-1042
01 / Operational scope

Built for the calls your team answers the same way every day.

Voice Agents work on inbound calls. They follow a written list of the reasons people call, collect the details your team needs, and update the system of record. Anything outside that list goes to a person.

Common calls handled
  • New customer inquiries
  • Appointment booking
  • Rescheduling and cancellations
  • Order status questions
  • Service requests
  • After-hours calls
  • Overflow when the team is busy
  • Routing to the right team
  • Messages with follow-up tasks

Systems a call can update

  • Business phone lines
  • HubSpot
  • Salesforce
  • Pipedrive
  • NetSuite
  • Google Calendar
  • Outlook Calendar
  • Scheduling software
  • Field-service software
  • Helpdesk tools
  • Slack
  • Teams
  • Custom CRMs
  • Custom ERPs
02 / Execution loop

One call, start to finish.

Each call follows the same steps. Every call is recorded with what was said and what changed.

01 Phase // Answer

Answers the call

Picks up on your business number during set hours, after hours, or when your team is busy.

02 Phase // Intent

Works out why they called

Matches the request to your written list of call reasons, such as a booking, an order question, or a service request.

03 Phase // Qualify

Asks your questions

Collects the details your team would ask for, such as name, account, location, order number, or preferred time.

04 Phase // Context

Checks your records

Looks up the customer, open orders, or available slots in your systems before it answers.

05 Phase // Human gate
Human-in-the-loop Gate

Hands the call to a person when needed

Transfers the call or books a callback when the caller asks for a person, the request is outside the list, or your rules say so. Your team gets a written summary.

06 Phase // Execution

Writes the outcome

Creates or updates the booking, job, ticket, or CRM record with the call details.

07 Phase // Accountability

Logs the call

Keeps the transcript, the summary, and every record change so your team can review any call.

03 / Engagement scope

Start with one phone line.

The first pilot should cover one inbound number and a short, written list of call reasons.

Worked Pilot Example

A customer calls to book a service visit. The agent confirms the account, checks open slots, books the visit in the scheduling system, and sends a summary to the team. A caller with a complaint is transferred to a person.

What is delivered in 30 days

Then month-to-month retainer
  • Call reasons, questions & handoff rules
  • Phone agent live on one inbound number
  • System updates for the agreed call types
  • Call transcripts, summaries & review queue
  • Paid 30-day pilot with one written deliverable
Book a discovery call
Get started

Start with the calls your team answers the same way every day.

Bring one phone line and we will scope a 30-day pilot with a clear deliverable.

Book a discovery call View services