DP-02 Sales & Outreach Guided setup

Voice Agent

Every missed call is a customer choosing whoever picks up next. The Voice Agent answers in two rings, every time — nights, weekends, lunch rushes — books the appointment, and texts you the summary before the caller has hung up.

$399/mo + usage · month-to-month

Book a scoping call See pricing

CALL-SUMMARY-0417.TXT

Call:     Inbound · Sat 7:42 PM · 3m 12s
Caller:   (702) 555-0164 — new customer
Outcome:  APPOINTMENT BOOKED

Caller has a leaking water heater, asked if anyone could
come Monday. Confirmed service area (Henderson), quoted
standard diagnostic fee from pricing sheet, offered two
Monday slots.

→ Booked: Mon 9:00 AM — 1240 Sagebrush Ct.
→ Confirmation SMS sent to caller.
→ Flagged note for tech: "water heater, ~8 yrs old, gas."

Job Description

What the Voice Agent does all day

24/7 call answeringPicks up every call in your business's voice — after-hours, weekends, overflow.
Appointment bookingChecks live calendar availability and books directly during the call.
Smart routingSends urgent calls to your cell, routine ones to voicemail-to-text summaries.
Caller Q&AAnswers hours, pricing, service-area, and policy questions from your knowledge base.
Follow-up textsSends confirmation and recap SMS to callers automatically.
Call summariesEvery call transcribed, summarized, and logged to your CRM.

Integrations

Plugs into the stack you already run

Connections are made during the onboarding wizard — a few clicks each, no engineering. Don't see your tool? Ask us; the list grows monthly.

Dedicated phone number
Twilio
Google Calendar
Outlook Calendar
HubSpot
Jobber / ServiceTitan
SMS

You Hold the Leash

Oversight, built in

You define exactly what it can say yes to — services, pricing it may quote, appointment types it may book. Anything outside its lane gets routed to a human with a live transfer or an urgent text to you. Every call is recorded and transcribed for review.

How Draft / Approve / Autopilot modes work

FAQ

About the Voice Agent

Do I keep my existing number?

Yes — you forward your current line, or we provision a new tracking number during guided setup. Either way callers notice nothing except that someone always answers.

What does usage cost?

Calls are billed per connected minute on top of the base plan. Most single-location businesses land between $40–$120/mo in usage. You'll see live usage in your dashboard.

Why is this guided setup instead of self-serve?

Phone provisioning, call flows, and escalation rules deserve a human walkthrough. Our team configures it with you on a 45-minute call, then you own it.

Works Well With