# Voice intake agent — blank scoping template

Newly written portfolio template. No client data or production configuration.

## 1. Business objective
- What problem should this agent address?
- Which calls must remain with a human?
- How will success be measured?

## 2. Audience and languages
- Supported languages:
- Accessibility needs:
- Languages requiring an alternative speech provider:
- Human fallback for unsupported languages:

## 3. Agent identity and disclosure
- Name and role:
- Automated-assistant disclosure:
- Tone and terminology:
- Boundaries: what it must never claim or promise:

## 4. Intents
For each intent, document: example request, required information, permitted tools, confirmation steps, completion condition, and failure handling.
- General enquiry:
- Appointment request:
- Change or cancellation:
- Human assistance:

## 5. Booking and tool access
- Booking system:
- Availability lookup:
- Time-zone handling:
- Confirmation before creating or modifying a booking:
- Duplicate-request handling:
- Behavior when a tool times out or returns inconsistent information:

## 6. Escalation and handoff
- Business hours:
- Transfer destination (use role labels in shared documentation):
- After-hours fallback:
- Urgent-request handling:
- Context passed to a human:
- Maximum retries before escalation:

## 7. Data handling
- Minimum data required:
- Recording and transcription policy:
- Applicable review and consent requirements:
- Retention and deletion:
- Access controls and audit trail:

## 8. Cost model
- Expected monthly minutes:
- Voice and speech costs per minute:
- Model and tool costs:
- Carrier charges:
- Monthly fixed charges:
- Expected monthly total and upper-bound scenario:

## 9. Acceptance checklist
- [ ] Language and pronunciation review
- [ ] Latency measured with the chosen stack
- [ ] Booking confirmations verified
- [ ] Tool failures and timeouts tested
- [ ] Duplicate requests tested
- [ ] Human escalation tested
- [ ] Data handling reviewed
- [ ] Costs approved
- [ ] Rollback and support ownership agreed

## 10. Handoff
- Business owner:
- Technical owner:
- Support runbook:
- Change approval process:
- Review date: