Every call gets a clear next move.
Custom AI voice agents, shaped around the calls your business actually receives.
- 01 / OPEN
Say it is AI.
Assistant“I’m an AI assistant for the team.”
- 02 / INTAKE
Ask what is approved.
Assistant“What service are you calling about?”
- 03 / HANDOFF
Bring in a person.
PersonUrgent, unclear, or out-of-scope calls follow the agreed route.
Illustrative call routeNot a client deployment
Start with the calls, not the industry.
Fit / call patterns
Businesses in different industries may be a fit when routine calls can follow an approved script and a person can handle exceptions. Each call path is assessed on its own.
- 01
Routine enquiries
Questions, service requests, or callback requests with intake fields and answers the business has approved.
- 02
Clear human follow-up
A named person or team can take urgent, unusual, or out-of-scope calls.
- 03
Defined boundaries
The agent is not asked to diagnose, promise a price or availability, or make decisions that need a person’s judgment.
Industry-neutral does not mean every call flow is suitable. Fit depends on the actual business, phone system, and follow-up route.
Map it. Configure it. Test it. Support it.
Implementation / then support
The phone provider, human escalation route, recording settings, price, timeline, and ongoing support terms are confirmed before any live number is changed.
Map the calls
You provide the phone provider, current routing, service area, hours, approved services, intake fields, emergency wording, and the person who handles callbacks.
Agree the script
We agree the AI disclosure, approved answers, questions, fallback wording, privacy notices, and any integration in writing. Unknowns stay open until verified.
Configure and test
Build the agreed call flow, test it with fictional scenarios, and verify what happens when the provider, integration, or human handoff is unavailable.
Handover and ongoing support
You receive a written setup guide, known limitations, disable/fallback steps, provider costs, and ongoing support under the agreed terms. Covered systems, availability, response times, fees, and launch timing are confirmed in writing.
A call system should know its limits.
Build constraints / agreed before launch
The assistant follows a defined route. A person handles urgent, unclear, and out-of-scope calls. The project documents what happens when any part is unavailable.
- 01
Disclose before asking
The opening says the caller is speaking with AI before the assistant collects details.
- 02
Keep answers in scope
The script uses business-approved information and routes unclear or out-of-scope requests to a person.
- 03
Give failures an owner
The design names who handles a transfer failure, provider outage, or unanswered callback before any number is routed.
- 04
Test before live routing
Use fictional scenarios to check the script, transfer path, error behavior, and provider settings before a real call is routed.
Before we scope it.
The details that should be clear before a phone route changes.
What exactly does the voice agent do?
The proposed first version identifies itself as AI, follows an approved intake script, and collects a name, callback number, service request, and location. A person handles urgent, unclear, or out-of-scope requests. Booking, quoting, dispatch, and automatic text alerts are not included in this draft.
Will my customers know they are talking to an AI?
The opening script must clearly say that the caller is speaking with an AI assistant. The exact disclosure and call flow are reviewed before a real phone route is enabled.
What happens to my current phone setup?
That depends on your carrier, phone system, and desired call flow. Those details, the fallback route, and a way to disable forwarding must be confirmed before implementation. No phone changes are assumed in this draft.
Which businesses are a fit?
Different types of businesses may fit when routine inbound calls can follow an approved script and a person is available for exceptions or callbacks. Fit depends on the actual call types, phone system, privacy needs, and business model.
What does it cost?
The implementation price, ongoing support fee, covered systems, availability, response times, and any provider or phone-system charges are agreed in writing before work starts.
What ongoing support is available?
Client Optimal provides ongoing support under agreed terms. The covered systems, support hours, response path, response times, and fees are set out in writing for each project before go-live.
How are audio and call records handled?
The browser sample sends microphone audio to Retell AI to run the conversation. Retention, recording, transcription, and model-use settings have not been verified for this account. Do not share real personal or sensitive details in the sample. A client deployment needs confirmed provider settings and suitable caller notices and consent.
Start with the call flow.
Share your phone provider, the calls you want handled, and who should follow up. Client Optimal will scope a custom implementation and confirm the terms before anything goes live.