AI phone agents
Agents that answer the phone. At any hour.
They answer questions, book appointments and visits, and pass anything sensitive to a person. Below are two agents built for two businesses. Both are live: press a button and talk to them.
What they do
A phone line that is answered every time, by an agent that knows the business and knows when to stop.
- 01
Answers
Hours, services, location, how things work. From the information the business gives it, and nothing else.
- 02
Books
Offers two free slots, takes the name and number, reads the details back and books into the calendar.
- 03
Hands over
Medical, legal or sensitive questions, complaints and anything unclear go to a person, with a summary.
01 Aesthetic clinic · Tel Aviv
The clinic's reception, on the phone.
What it handles
- Booking a first consultation with a doctor
- Moving or cancelling an appointment
- General questions about treatments: what it is, how long, downtime
- Hours, address, parking, the consultation fee
What it never does
- Medical advice, or saying a treatment suits someone
- Promising results
- Handling a complication itself: a nurse calls back
02 Residential tower · Rothschild Boulevard
A sales line that qualifies buyers and books private visits.
What it handles
- Questions about the residences, the building and delivery
- What the caller is looking for: type, to live in or invest, timing
- Booking a private visit to the sales gallery
- Sending the price list and plans after registration
What it never does
- Quoting prices or discounts on the phone
- Mortgage or legal advice
- Promising a specific residence is available
How it works
From the first ring to the summary on the team's phone.
- 01
Call
A customer calls the business's number. The agent answers straight away.
- 02
Agent
Understands the request and answers from the business's information, one question at a time.
- 03
Calendar and CRM
Checks free slots, books the appointment and records the customer.
- 04
SMS confirmation
The customer gets the details by SMS or WhatsApp, and a reminder the day before.
- 05
Summary to the team
Every call ends with a short summary: who called, why, and what was booked.
- 06
Handover when needed
Anything medical, legal, sensitive or unclear goes to a person, with the context of the call.
Guardrails and handover
Plain rules, written with the business before the agent takes a single call.
Rules the agents follow
- When asked, it says it is a digital assistant.
- It answers only from the information the business gave it. When it does not know, it says so and arranges a callback.
- No medical, legal or financial advice.
- No prices where the business does not want them quoted.
- It never promises results, or availability it cannot confirm.
- It reads back names, numbers and times before it books.
When it hands over to a person
- The caller asks for a person
- A medical, legal or financial question
- A complaint, or a problem after a treatment or a purchase
- A language the agent is not set up for
- Anything it is not sure about
The call is transferred, or a person calls back. Either way the team gets the summary first, by SMS, WhatsApp or Slack.
Connects to
- TwilioPhone number and routing
- Google CalendarFree slots and bookings
- CRMCustomers and leads
- WhatsAppConfirmations and reminders
- SlackSummaries and handovers
What's included
- 01A phone number, or routing from the existing one
- 02The agent's voice and script
- 03A knowledge base written from the business's own material
- 04Booking into the calendar and records in the CRM
- 05Confirmations and reminders by SMS or WhatsApp
- 06A summary of every call, sent to the team
- 07Handover rules, agreed with the business
- 08Testing on real call scenarios before launch