Different questions
Define what the agent asks for each type of call.
Custom AI Voice Agents for Calgary Trades
Diligentic is a Calgary AI voice agent agency that plans, builds and tests custom call flows around your existing process. Define what the agent should ask, what it should record and when your team should follow up.
Start with the actual call process
Your calls have rules a generic script won't know.
A service request, an estimate enquiry and an urgent issue need different questions and different handoffs. Diligentic maps those decisions with your team before configuring the agent.
The audit identifies a defined first call path to build and test, along with decisions that should stay with a person.
Urgency rules
Agree on which answers flag a call for prompt attention.
Clear handoffs
Decide what the agent records and what your team reviews.
Usable records
Give the next person the details needed to follow up.
A custom build, clearly scoped
A custom call flow, from greeting to handoff.
Diligentic builds from the questions, handoffs and decisions your team already uses. Your team reviews the call flow before launch.
01
Conversation design
Set the greeting, questions, follow-up prompts and point where the agent stops asking.
02
Information capture
Collect the contact, service address, issue and other details agreed for the workflow.
03
Exception handling
Flag urgent calls and requests outside the approved path for your team to follow up.
04
Call record delivery
Organize the answers into a structured record delivered through the agreed channel.
Trade-specific call paths
What the agent asks depends on the call.
HVAC
Incoming call
No heat after hours
A workflow can collect the address and problem, check urgency and flag the call for the on-call technician.
Call record preview
No heat · Calgary · Urgent
Plumbing
Incoming call
A leak comes in
A workflow can ask for the address and shut-off status, then flag the request for an urgent callback.
Call record preview
Active leak · Shut-off status · Callback
Electrical
Incoming call
Estimate request
A workflow can ask the agreed scope questions and record the answers for the estimator.
Call record preview
Estimate · Scope recorded · Follow-up
Roofing
Incoming call
Storm damage enquiry
A workflow can collect the address and damage details for the team to arrange an inspection.
Call record preview
Storm damage · Address · Inspection
How the workflow runs
Your phone line. Your voice platform. A clear handoff.
Diligentic connects the pieces in accounts your business owns, then tests the approved call flow with your team before launch.
01
Business phone number
Twilio connects your business line to the workflow.
02
Approved voice workflow
Diligentic configures the call flow in your Vapi or Retell account.
03
Structured call record
Call details reach your team through the channel agreed for the project.
Your team reviews the call flow and tests the line before launch. Supporting tools are selected for the project requirements.
Fictional Workflow Demo
See a Voice Workflow in Action
Watch a call intake demo for Summit Peak Roofing, a fictional company, where the workflow follows an approved call path, checks details with the caller and delivers a structured call record.
Example Call WorkflowYouTube
Demo disclosure: Summit Peak Roofing is a fictional demo company, not a Diligentic client. This recording demonstrates capability; it is not a case study or a claim of measured client results.
See the full walkthrough and transcript.
Start with the right workflow
Map the calls before building the agent.
The AI Workflow Assessment reviews your current call process, the tools your team uses and who handles each type of call. It identifies the first workflow worth building.
Explore AI Workflow Assessment
From caller to follow-up
Make the result of each call clear.
An AI voice agent for business calls should leave your team with a usable record. The approved workflow determines what is captured and when your team follows up.
Call received
The approved voice workflow collects the caller's details.
Structured information
Call details are organized into a structured record.
Team follow-up
The office or on-call person reviews the details and follows the agreed callback rules.
A clear delivery path
How Diligentic builds your voice agent.
Diligentic provides AI voice agent services for businesses with trade-specific call paths. Ajay starts with a workflow audit and stays accountable from design through launch.
Twilio connects the phone line. Vapi or Retell runs the approved call flow. Supporting tools are selected for the project requirements, not used in every build.
TwilioVapiRetelln8nMake.comZapierClaudeOpenAI
Qualifying call
Discuss the calls your business receives and check whether a custom voice workflow is a fit.
Free workflow audit
Ajay visits your Calgary office to understand the questions, decisions and handoffs in your current call process.
Call flow design
Define intake questions, urgency and callback rules, plus the recording and consent approach. The client approves the workflow.
Build
Connect the Twilio line, configure the Vapi or Retell workflow and set up structured call record delivery.
Test calls
Your team makes test calls and reviews the questions, captured details and callback flags before launch.
Launch and 30-day review
Launch the approved workflow and review reported call-flow issues during the first 30 days.
Frequently Asked Questions
Clear answers about call handling, setup and project scope.
It is a voice workflow designed around a defined call process. For this service, the agent follows approved questions, records the agreed details and flags calls for the team to follow up.
- What is a custom AI voice agent?
- It is a voice workflow designed around a defined call process. For this service, the agent follows approved questions, records the agreed details and flags calls for the team to follow up.
- How is this different from the AI Receptionist?
- The AI Receptionist is a specific inbound call solution for contractors. This service covers mapping, designing, building, testing and handing over a call flow shaped around a trade business's requirements.
- Are calls recorded?
- Recording and consent are configured for each project during call flow design.
- Where are recordings and transcripts stored?
- Storage is configured for each project, with access for the client's team.
- What happens when a caller needs a person?
- The call is flagged for a callback with the details already taken, under the rules agreed in the audit.
- Does it work with an existing business number?
- Yes. The existing number can be connected through Twilio, and the voice workflow runs in the client's own Vapi or Retell account.
- How long does a build take?
- The build is scoped after the audit. Timing depends on the call flow and setup, so a timeline is confirmed after the requirements are understood.
- How do you get started?
- Start with a short qualifying call. If the project is a fit, the next step is a free workflow audit.
For a worked example of an inbound call flow, see the AI Receptionist for Contractors.
Clear scope and handover
What your business receives.
The call flow, phone setup and handover are documented so your team can see what was configured and what it owns.
01
Approved call flow
Greeting, intake questions, urgency and callback rules, plus the project's recording and consent approach.
02
Phone and voice setup
Business number connected through Twilio, with the voice workflow in your Vapi or Retell account.
03
Structured call record
Call information delivered through the channel agreed for the project.
04
Testing and documentation
Test call log and a handover guide covering phone-number setup and account transfer.
05
Client-controlled setup
The business number and Vapi or Retell account remain under the client's control. Handover includes the approved call flow, prompts, applicable workflow code, any project recordings and exported data.
06
30-day review
A 30-day post-launch period to review reported issues with the approved workflow.
CRM and job-software integrations, appointment booking, SMS and live call transfer are not included in this service.
Check More Services
AI Workflow Assessment
Map the call process, assess opportunities and identify the first workflow to build.
Workflow discovery and mapping
Manual work identification
AI fit and tooling review
Prioritized roadmap and report
System Integrations & Reporting
Assess connections between business tools and the information they need to share.
ERP, CRM & accounting integration
Make.com, Zapier, APIs & webhooks
Data synchronization & validation
Dashboards & automated reporting
Process Automation
Connect routine office tasks with agreed workflows, rules and approvals.
Form builders and digital workflows
Document tracking and e-signatures
Approval routing and reports
Integration with email and CRMs