Build Your Agent

Plan Your Voice AI Agent

Choose the tasks, questions and integrations your agent needs. Create a brief you can download or bring into your free Voice AI consultation.

01 Your Business and Agent

IndustryAgent roleWhen should it handle calls?Conversation style

02 Connect Your Tools

Choose the systems you use. We'll confirm what each integration can do during scoping.

03 Questions and Human HandoffsQuestions your agent should ask

Suggested questions for your industry. Edit them to fit your business; leave out private customer information.

When a person is needed

Your Agent Brief

Review Your Agent Requirements

My Voice AI brief — for discussion and scoping

Industry: Insurance Agencies
Agent: AI receptionist
Coverage: After hours & overflow
Voice: Warm & welcoming
Integrations: Google Calendar

Questions I would like the agent to ask:
Is this a new or existing policy enquiry?
Which type of cover is the enquiry about?
When would you like an adviser to call back?

Human handoff: Transfer when the team is available; otherwise take a message

Please help me scope the build, testing, platform costs and calling costs.

Use This Brief shares your requirements with Cal.com to prefill your booking. You can review and edit them before confirming. Leave out private customer information.