Building a Customer Service Voice Agent

Estimated time: 20 minutes

Introduction

Prior to a scheduled appointment, it’s common for customers to forget or need to reschedule. By building a Voice Agent that can call customers to confirm or reschedule upcoming appointments, you can reduce no-shows and improve customer satisfaction.

The best part? Your Voice Agent can reschedule appointments in real-time and even send a follow-up SMS to confirm the new appointment time. No more IVR systems that say “press 1 to confirm” leading to high drop-off. Your Voice Agent can handle the entire process from start to finish.

Use Case Example

In this example, we’re going to build a Voice Agent sequence that checks for upcoming appointments. For this scenario, Cal.com to schedule appointments.

By the end of this guide, you’ll have a fully-functional Voice Agent that will:

1

Check for upcoming appointments

Every day at noon, your Voice Agent will check for tomorrow’s appointments. For any appointments that are scheduled, your Voice Agent will call the customer to confirm the appointment and reschedule if needed.

2

If no answer, send a text

If your Voice Agent can’t reach a lead by phone, they’ll send a Conversational SMS to the customer’s phone number. If the lead responds, your Voice Agent will interact with them just like they would over the phone.

Getting Started

Guide in progress. Check back soon for updates!