Voice AI
Voice AI Agent Implementation — Script, CRM Fields, Calendar, Escalate
For founders who miss calls after hours and fear a bot will embarrass the brand. You keep the scripts, CRM writes, calendar rules, and when the agent must hand off to a human.
- Script plus test call
- Month to month
- You own the accounts
First working piece in about a week
How voice AI builds fail after hire
Bot goes live with no boundary
The agent answers everything. No do-not-say list, no escalate rule. One awkward call and the brand pays for it.
Calls happen — nothing lands in CRM
Transcripts die in the vendor dashboard. Sales still asks “who called?” because the hire never wired fields or owners.
Cold outbound without consent
Someone dials a purchased list through the voice stack. Complaints pile up before the script is even reviewed.
Script sounds like a call-center robot
Every line is stiff. Callers hang up not because it is AI — because it sounds like a script nobody would say aloud.
Build script, CRM fields, calendar, handoff
01
Write inbound and outbound scripts with edges
I draft what the agent says, what it must not invent, and where a human takes over — for the path you chose first (inbound and/or agreed outbound follow-up).
From you: How a good call should end, and three questions the agent must never invent answers for.
You leave with: Script draft with do-not-say and escalate triggers marked.
02
Wire CRM fields and the calendar slot
Qualified calls write the agreed fields. Bookable paths open a calendar slot your team owns — not a vendor-only inbox.
From you: CRM admin (or the sheet that is the system) and which calendar is real.
You leave with: Field map and calendar connection note you can open.
03
Test on your numbers
We run a test call on your numbers before wider roll-out. You hear the voice, the handoff, and what lands in CRM.
From you: A test number and one person who can take the escalate path.
You leave with: Test-call plan and notes from the first live dial.
04
Lock human handoff rules
We write when the agent must transfer, what the human hears, and what stays in CRM if the caller hangs up mid-handoff.
From you: Who answers escalations during your real hours.
You leave with: Handoff / escalate-to-human rules you can keep editing.
Day 7 is a test call on your numbers — not all lines covered. The under-$1K starter is one script, handoff rules, and that test call — not month-long coverage. Provider minutes stay on your card.
See what the first month includes →What is included — and what is not
Included
- → Inbound and/or agreed outbound script with do-not-say edges
- → CRM field writes for the agreed path
- → Calendar slot wiring for bookable outcomes
- → Escalate-to-human rules and transfer behavior
- → Test call on your numbers with notes
- → Short edits after first real calls on the monthly track
- → Handoff so your team can change lines without me on every dial
Not included
- → Voice-provider minutes or telephony (you pay the software)
- → Hiring a receptionist or phone staff
- → A bot that replaces a seller on a complex deal
Accounts, scripts, and CRM config stay with you.
Agent build card (Artifact F)
This is the build card you leave with — not an animated missed-call strip, and not a screenshot of promised answered-call volume.
- Script
- CRM fields
- Calendar slot
- Do-not-say / escalate
Who this is for
A fit
- → Calls go to voicemail after hours, or nobody owns the first answer — and you want a built agent, not a coverage slogan.
- → You will pay voice-provider minutes yourself and keep the vendor login.
- → Someone on your side can take escalations when the agent must hand off.
- → You need script → CRM fields → calendar slot → human escalate as one path — not a receptionist hire.
Not a fit
- → High-stakes regulated advice where a wrong answer is expensive (medical judgment, legal advice).
- → You want the bot to replace a seller on a complex sales call.
- → No one will own escalations or CRM review after handover.
How this path compares
Who does the work
This operator: One operator builds script, fields, calendar, and escalate rules with you
First artifact
This operator: Script with do-not-say / escalate plus a test-call plan
Who owns accounts
This operator: You — voice vendor, CRM, and calendar stay yours
How you pay
This operator: Starter under $1K (script + handoff + test call); monthly from $1K; minutes separate
What you will not get
This operator: Minutes in the fee, receptionist hire, or seller-replacement on complex deals
Day 7, Day 30, Day 90
Day 7
Test call on your numbers — not all lines covered.
Day 30
One inbound (and/or agreed outbound follow-up) path live: script → CRM fields → calendar slot → human escalate; provider minutes billed to you.
Day 90
Team can judge script quality and handoff rules from real calls — still not a coverage guarantee and not seller-replacement on complex deals.
What this voice AI work costs
One-time starter under $1,000: one script, handoff / escalate-to-human rules, and one test call — not month-long coverage or every line live.
Monthly from $1,000: build and edit the live path, month to month. No annual lock.
Voice-provider minutes and telephony stay on your cards — not inside the fee.
Questions before you hire voice AI agent implementation
Ready to scope voice AI agent implementation — take the quiz
Answer a few questions about your phone path and CRM. You leave with a clear next step — starter test call or monthly build — without a pitch deck. Primary CTA: Match a budget in the quiz Secondary CTA: See plans