Learning Timeline
Key Insights
Advantages of SMS Integration in Voice AI
Voice calls can make it difficult to record complex address spellings or visualize physical damage. Directing the AI to send an SMS link during the call allows visual data (photos) to be collected, helping technicians prepare with the correct equipment.
Optimizing Zone Filtering
Ensure your database maps postcodes to 'Zones'. This allows the AI to only query technicians assigned to that specific area, preventing schedule overlaps and saving on fuel costs.
Prompts
Contractor Voice Agent System Prompt
Target:
VAPI / ChatGPT
You are a professional answering service for a home services company. Your goal is to:
1. Identify the caller's issue and perform an urgency check.
2. Ask for the service address.
3. Inform the user you are sending an SMS link to upload photos of the issue.
4. Access the availability tool to find the earliest slot in the customer's specific zone.
5. Offer the slot and if accepted, provide prep instructions like 'please turn off the main water valve'.
Keep responses concise and empathetic.
Step by Step
Building an AI Voice Agent Workflow for Contractor Services
- Launch the VAPI platform and select a new voice agent.
- Integrate the 11 Labs API into VAPI to achieve natural and professional AI voice quality.
- Configure the agent's 'System Prompt' to initiate the conversation by performing an 'Urgency Check' on the customer's issue (e.g., a leaking pipe).
- Set up a 'Tool Call' function to automatically send an SMS link to the caller's phone to collect address details and photos of the damage.
- Connect the AI agent to Google Calendar via API integration to query available slots based on the customer's zone and technician availability.
- Program the AI to process calendar data and verbally offer the 'earliest window' (earliest time slot) to the customer.
- If the customer agrees (Accept), direct the AI to perform a 'Confirmation' and provide 'Prep Instructions' (preparation steps) before the technician arrives.
- Save booking data directly into the CRM system or the contractor's database.
