case study 02 · ai phone system

Every missed call was a lost customer.

A small team, out on jobs most of the day. Here is what we built so the phone still gets answered.

The phone gets answered, day or night Every missed call comes back as a callback Callers stop ringing the next name on the list
chapter 01

Every missed call had a good reason.

None of them helped the person who rang, and none of them were ever written down.

Before
a Tuesday
After
0
answered
0
answered and recorded
chapter 02 · one call, start to finish
incoming14:06
Bob Faulkner+64 27 555 0142
incoming
company
Faulkner Engineering
next job
12 Aug · booked in
jobs so far
7
worth so far
$9,340
T
Tom
ringing
R
Rachel
ringing

Both phones ring for eighteen seconds. Tom is driving. Rachel is already on another call.

EmmaHi Bob, thanks for calling. I’m Emma, the team’s AI agent. Tom and Rachel are both tied up right now, but I can help or take a message.
BobOh good, you know it’s me. When is the payment actually due on the August job?
EmmaYour balance is due seven days before, so that is 5 August for the job on the 12th. The deposit is already in.
BobGreat. Actually I need to change that booking. We need it moved to the morning, and it is going to be a bigger job than we said.
EmmaI can’t change a booking myself, so I’ll get one of the team to call you back and do it properly. An earlier start on the 12th and a bigger job than quoted, is that right?
BobThat’s it. This afternoon if you can.
🔒missed-calls3 members
📞
Phone systemAPP14:09
Callback needed — Emma took the call
Name:
Bob Faulkner
Callback:
+64 27 555 0142
Wants to: Modify existing booking
Job date: 2026-08-12
Change: earlier start, larger job
Customer: 7 jobs on file
Urgency: high

Bob Faulkner called about his confirmed job on 12 August. He asked when the balance was due, which was answered from the payment terms. He then asked to move it to the morning and flagged it would be bigger than quoted. The change was not made. A callback was arranged for this afternoon.

duration 2:41 · answered by ai agent · via main line

Emma

Hi Bob, thanks for calling. I’m Emma, the team’s AI agent. Tom and Rachel are both tied up right now, but I can help or take a message.

Bob

Oh good, you know it’s me. Quick one, when is the payment actually due on the August job?

Emma

Your balance is due seven days before, so that is 5 August for the trip on the 12th. The deposit is already in.

Bob

Great. Actually I need to change that booking. We need it moved to the morning, and it is going to be a bigger job than we said.

Emma

I can’t change a booking myself, so I’ll get one of the team to call you back and do it properly. An earlier start on the 12th and a bigger job than quoted, is that right?

Bob

That’s it. This afternoon if you can.

chapter 03 · your turn

Now have a go yourself.

Type your name and press call. As you talk, watch which note Emma reaches for, and what happens when you ask something she is not allowed to answer.

She greets you by name because you typed it in. In a real setup that name would come from your customer records.
not connected
you
emma
what Emma is writing down
name
email
phone
best time
submittedOn a real line this posts straight to the team. Here it stays on your screen and goes no further.

Ask Emma about these things. See what she looks up, and where she stops.

what Emma can look up
what Emma is stopped from doing

She writes your details on this screen so you can watch it happen. Nothing is saved, nothing is sent, and nobody will call you.

Want us to build something like this for your business?

Start with a free audit. Twenty minutes on how you actually work, and the two or three places a tool would pay for itself.

Get a free audit

Or read the next one: AI managed SEO and ads →