A tax-services firm was missing inbound calls outside office hours while serving a multilingual client base. The design needed to account for language coverage and response latency.
Automation / Solution design / CASE STUDY
From missed-call problem to a buildable plan.
AI voice agent design for inbound intake
MY CONTRIBUTION
Scoped and costed a voice-intake solution, assessed platform choices, and wrote the agent and human-handoff specification.
Designa costed, buildable proposal
EXPLORE THE SYSTEM
Follow an example intent through the proposed intake design.
INTAKE / DECISION DESIGNSolution design
EXPLORE AN EXAMPLE INTENTA clear route
A clear route
for the next step.
“I would like to arrange a call.”
01Collect the booking intent
02Offer the booking handoff
The design connects intake to a booking backend. This example does not reserve an appointment.
Choose a pay-per-use approach, evaluate the stack against latency and language needs, include Arabic through a separate speech provider, and select an open booking backend.
A costed proposal with the agent persona, supported intents, escalation rules, and human handoff defined, giving the client a concrete implementation scope to evaluate.
This engagement delivered solution design, not a deployed agent. The downloadable specification is a newly written blank template illustrating the approach; it contains no client configuration.
A CONCRETE STARTING POINT
Download blank specification Explore the specification.
A newly written blank template illustrating the approach.
A CLEAR SCOPE. A USEFUL NEXT STEP.What needs
What needs
to work better?
Tell me where things stand, what’s getting in the way, and what you need to happen next.
Discuss your project Ontario, Canada · English & Spanish