Canvases/CV-03
Voice & Front Desk Canvas
An agent that answers, books and remembers.
AI agents on the phone, on WhatsApp and by email, connected to your calendar, governed by rules you write in plain language, and handing over to a person when it matters.
- Channels
- Voice · WhatsApp · Email
- Booking tools
- 15, provider-aware
- Control
- Plain-language rules
- Tenancy
- Multi-tenant, metered
A front desk is a set of rules, a calendar and a memory. This canvas gives all three to an agent and gives you the transcript of everything it said.
- 01
Clinics and medical practices
Where this canvas was born: appointment booking, rescheduling and cancellation with caller verification by one-time code.
- 02
Salons and studios
Services with durations, staff with skills, and a line that is never busy while hands are.
- 03
Workshops and service centres
Quotes, availability and callbacks handled while the team is on the shop floor.
- 04
Professional offices
First contact, routing and follow-up by email, with a person one transfer away.
A working platform, not a slide.
This canvas is software that already runs. What you see here is the starting point we customise, not a concept to be built from zero.
Everything this canvas already does.
The inventory below is what ships before we change a line. It is a floor, not a ceiling: the features your company needs are defined in the audit and built on top.
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M-01 Channels
One agent, reachable the way people already reach you.
- Voice agent in production, with transfer to a person
- Email agent end to end: OAuth mailbox, tool loop, verification by link
- WhatsApp text agent with a deterministic redirect guardrail
- Same behaviour and knowledge across channels
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M-02 Agent behaviour
Control without prompt engineering.
- Natural-language rules with priority and channel scope
- Structured advisor rules evaluated by the booking engine
- Six-section prompt builder with variables, diff and copy across channels
- Push and pull of prompts per channel
- Live editor for tool descriptions and parameters
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M-03 Human handover
A person is always one transfer away.
- Transfer number, conference or SIP
- Conditions for when to transfer
- Server-side blocking of services the agent must not handle
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M-04 Booking tools
Real actions on a real calendar.
- Multi-tenant MCP server with 15 tools
- Identification, availability, book, move, cancel
- One-time codes, email and information tools
- Scheduling provider adapter: agenda, contacts, portal
- Tools filtered by provider capability and agent profile
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M-05 Knowledge
What the business is, written once.
- Registries for staff, services and customers
- Knowledge base viewer with sync to the agent
- Google Drive attachments for services and staff
- Industry templates: vocabulary, base prompt, enabled tools
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M-06 Conversations
Nothing the agent says is lost.
- Log with channel, outcome and period filters
- Conversation detail with a dedicated widget per tool used
- Transcripts persisted locally
- Email threads inside the conversation
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M-07 Caller context
The agent knows who is calling before it speaks.
- Caller identification before the conversation starts
- Past and upcoming appointments injected as context
- Resolved context stored per conversation
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M-08 Platform and security
Built to be operated for many customers.
- Tenant-scoped data and encrypted provider secrets
- Three roles with default-deny
- One-time invitations and password reset
- Access audit and rate limiting on sign-in
- HMAC-verified webhooks and hashed agent keys
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M-09 Metering and observability
Know what runs, what fails and what it costs.
- Usage events: call minutes, model tokens, processed emails
- Idempotent daily rollups
- Error logs by area and severity
- Sync history with duration and delta
- Plans and subscriptions per tenant; health status
We add what only your company needs.
Our AI-first team maps your processes, finds what the canvas does not cover yet, and builds it as new modules, configured and delivered together with the rest.
- Custom+ Your CRM connector
- Custom+ Triage script
- Custom+ Your module
Structured enough for agents to be trusted.
Agents fail on ambiguity. A canvas removes it: typed data, explicit rules and a record of everything that happened, connected to the rest of your company.
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Answers, books, reschedules, cancels
Not a voicemail with better diction: the agent acts on the calendar through typed tools, and confirms what it did.
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Follows rules you can read
Behaviour is a list of sentences with priorities. When a conversation goes wrong, you create a rule from it.
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Leaves a full record
Summary, audio, transcript and every tool call are kept per conversation, reviewable by a person and usable by other agents.