Your phone rings.
AI answers with your workflow.
Humans stay in the loop.
We start by mapping the calls your team cannot reliably handle, the systems those calls touch, and the handoff your operators need. Then we design a voice agent that fits the workflow, with a human fallback whenever the conversation needs one.
Start with the call flow.
Then build what helps.
We map where calls arrive, where context is lost, and where a human needs to take over. The audit identifies the first workflow worth improving and the systems it needs to connect to.
One call flow.
Clear human handoffs.
Follow a representative call from inbound ring to human handoff: the agent answers, asks the agreed questions, writes the record, and routes the next step. The phone scrolls with you.
The phone rings.
You’re in surgery. In a meeting. Asleep.
Marcus saw your Google Ad for "dental clinic Bali" and called. It’s 14:32 on a Wednesday. The first question is not how fast a system can answer; it is what should happen when the call arrives and which team member owns the next step.
AI answers.
Humans stay in control.
Maya is configured around Bali Dental’s approved scripts, FAQs, services, and escalation rules. The agent can explain what is in scope, ask the agreed questions, and make the handoff clear when a person needs to take over. Language coverage is tested for the actual call flow.
The pitch.
The qualification.
Maya runs your sales script, the same one your top closer uses. Three to five qualifying questions designed by your team: treatment type, payment method, urgency, decision-maker, budget range. Every answer is captured. Every objection is logged.
Calendar.
Slot locked.
Maya checks your team’s real calendar, Calendly, Cal.com, Google Calendar, your PMS, your dispatch. Picks the right closer for the lead type. Confirms the slot. Sends the SMS. The whole thing happens before Marcus says goodbye.
payment · self-pay
budget · ~–5k
urgency · within 2 weeks
objection · "how long’s recovery"
booked · Wed 14:30 · Sarah
Notes.
Tags. Pipeline.
The call hits your CRM as a structured record. Lead source, qualification answers, urgency tag, ICP score, the exact objection Marcus raised, all populated. No copy-paste from your team. Next morning’s pipeline review actually has data in it.
Sarah opens her laptop.
The brief is waiting.
14:30 Wednesday. Sarah receives the agreed brief: intent, answers, urgency, open questions, and the reason for the handoff. She can decide what to do next with the caller’s context in front of her instead of reconstructing the conversation from memory.
A voice system that
fits the operation.
We design the agent around the calls, systems, and people involved. Inbound, outbound, qualification, scheduling, and escalation are separate decisions that get tested against the real workflow.
Inbound & outbound
Handle inbound calls or run an approved outbound flow. Each mode gets its own script, permissions, escalation rules, and review points.
Multi-language
Support the languages your callers actually use, with reviewed prompts, fallback behavior, and test calls for each agreed locale.
Brand-trained
Grounded in the scripts, FAQs, products, and policies you approve, with explicit uncertainty and human escalation when the answer is outside scope.
Calendar integrations
Connect the calendar, CRM, PMS, dispatch, or webhook endpoint that owns the next step. We confirm the integration path and permissions before build.
Smart routing
Route by the rules you approve: lead type, language, urgency, location, or team availability. The fallback can be a closer, a queue, a callback, or a recorded outcome.
Full call records
Capture the call record your policy allows: transcript, structured fields, outcome, and handoff context. Retention, access, and replay are agreed before launch.
Different call flows
need different systems.
Six useful questions
before we build.
What happens in the audit?+
Karl maps where calls arrive, what callers need, which systems are involved, and where a human must take over. We identify the first workflow worth improving and explain what the build would need before any agent is scoped.
How do you keep the agent in scope?+
The agent works from approved scripts, knowledge, tools, and escalation rules. We test what it should answer, what it should refuse, and when it should transfer or create a callback. Uncertainty is part of the design, not something hidden from the caller.
Can it connect to our calendar, CRM, or PMS?+
We first identify which system owns the next step, then confirm its API or webhook path, permissions, and failure behavior. Calendars, CRMs, PMSs, dispatch tools, and custom endpoints can all be considered when the workflow supports it.
What about call data and privacy?+
We agree consent language, recording, transcript access, retention, and deletion rules before implementation. The system is designed around your legal, operational, and security requirements rather than a universal default.
How do we measure whether it is helping?+
We choose measures that match the workflow: handled calls, qualified conversations, booked appointments, routing accuracy, handoff quality, or another agreed signal. The baseline, owner, and review cadence are written into the scope.
What happens after launch?+
You choose the operating model. We can review real conversations and improve the next priority as the managing technical partner, or hand over the system with documentation, access, and a clear owner on your team.
It starts
with the audit call.
30 minutes with Karl. We can walk through a representative call flow, the systems it would touch, and the human handoff it would require. By the end, you know what the audit should investigate first and whether the system fits your operation.