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Agentic Workflow

AI Voice Agent
Phone Handling

Inbound calls answered by AI when staff is unavailable. Handles FAQs, captures leads, books appointments, and routes urgent calls to a human — automatically.

1
📞

Inbound Call Arrives

Customer calls your business number. The AI agent picks up instantly — no hold music, no missed calls.

VapiTwilio
2
🤖

AI Agent Answers

Greets the caller by your business name with a warm, human-like voice. No menus, no "press 1" — just a natural conversation.

Claude AIVoice Synthesis
3
🎧

Listen & Classify Intent

Real-time intent detection determines what the caller needs: scheduling, pricing, general question, urgent issue, or complaint.

NLUReal-time
4

Take Action

Checks your live calendar, books appointments, looks up existing clients, answers FAQs from your knowledge base — all while on the call.

Google CalendarCRMKnowledge Base
5
👤

Capture Lead Info

Collects name, phone, email, and what they need. New contacts are automatically saved as leads in your CRM.

SQLite / CRM
6
🔔

Notify Your Team

Instant post-call summary sent to Slack or SMS — caller name, intent, action items, urgency level, and full transcript.

SlackTwilio SMS
7
📊

Log & Dashboard

Every call is logged with intent, duration, outcome, and transcript. View it all on a real-time dashboard with metrics.

FastAPIDashboard

Smart Intent Detection

📅

Scheduling

Book, reschedule, or cancel appointments

💰

Pricing

Service costs and custom quotes

General Q&A

Hours, location, services, parking

👥

Existing Client

Project updates and status checks

🚨

Urgent

Immediate warm transfer to staff

😬

Complaint

Empathize, escalate, flag as priority

What You Get After Every Call

📋

Call Summary

Caller name, phone, intent, 2-3 sentence summary, and all action items — delivered to Slack or SMS instantly.

📅

Auto-Booked Appointments

Appointments land directly on your Google Calendar. Caller gets a confirmation text automatically.

🎯

Lead Capture

Every new caller saved as a lead with full context — no more sticky notes or missed opportunities.

🔄

Smart Escalation

Urgent calls get warm-transferred. Complaints get flagged. Failed transfers trigger instant SMS alerts.

Powered By

Vapi Claude AI FastAPI Twilio Google Calendar Slack