A call route, built around your phone system.
Client Optimal implements inbound AI voice agents and provides ongoing support under agreed terms. Each project includes clear AI disclosure, approved intake questions, and a defined human handoff. Phone provider, integrations, support scope, availability, response times, pricing, and privacy settings are confirmed for that project.
Scope / configure / test / supportOne connected implementation.
A project is scoped to your phone system and agreed call flow. The exact provider, integrations, and support terms are confirmed before any live routing changes.
- 01Call flow
Scope the intake
Map the opening disclosure, approved questions, information to capture, and the point where a person takes over.
- Identify the assistant as AI at the start
- Collect only fields the business approves
- Write a clear path for urgent or unclear requests
- 02Implementation
Configure the voice agent
Select a provider and call route after checking the current phone system, required features, data settings, and operating cost.
- Confirm phone provider and forwarding behavior
- Agree a business-approved destination for intake summaries
- Document provider fees and required account settings
- 03Verification
Test and hand over
Walk through sample calls, confirm failure paths, and give the business a written operating guide before launch.
- Test with fictional caller details
- Check escalation and endpoint failure behavior
- Document launch, support, and retention terms before go-live
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 fit depends on the actual call path.
Fit / decide from the real call path
Different business types can be a fit. We check the business model, call types, phone setup, privacy needs, and human availability before proposing an implementation.
A good fit if
- Routine inbound calls can be handled with a short approved script
- A named person can return calls or handle exceptions
- You can provide accurate hours, services, coverage, and routing rules
- You want clear AI disclosure and a documented fallback
- You are comfortable with confirmed provider costs and data terms
Probably not if
- Callers need emergency dispatch or safety-critical advice
- The business needs the agent to diagnose, quote, or promise a result
- No person is available to receive escalations or callbacks
- The provider cannot meet the required privacy, recording, or routing needs
- The workflow or business model needs additional review before it can be scoped safely
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.