ATLAS
Voice Agent Flow

AI voice agent for contractors — answers calls, books appointments, collects info, dispatches techs. Available across contractor tiers.

1 Onboarding
2 Active
3 Config
Onboarding
Upgrade Gate
9:41
Voice Agent
Agent Dashboard
Your AI agent is active
Total Calls
--
Booked
--
Rate
--
Avg Duration
--
Setup
Required
Your AI voice agent answers every call, books appointments, and never takes a day off.
24/7 call answering
Automatic appointment booking
Caller info collection
Emergency call routing

!hasVoiceAgentSetup → onboarding overlay (all tiers)

First-Time Setup
9:41
Voice Agent
Your AI Agent
Awaits
Set up your voice agent once and it handles calls 24/7 — booking jobs while you work.
Book Appointments
Checks your availability and schedules jobs
Collect Information
Gathers name, address, service needed automatically
Answer FAQs
Responds to common questions about your services
Smart Transfer
Routes urgent calls directly to you or dispatch
AI Voice AgentAnswers calls 24/7, qualifies leads, and books appointments automatically. Requires Pro plan.

VoiceAgentConfig — empty state when !config

useQuery(api.voiceAgent.configs.getByContractor)

Active Agent
Active Dashboard
9:41
Voice Agent
Sarah from Midwest HVAC
Active & Answering
Handling calls since Feb 12, 2026
Autonomy Level
Off
Answer Only
Full Auto
Agent answers calls, books appointments, collects info, and dispatches techs automatically.
Today's Calls
7
Booked Today
3
Pro Tip
Test your agent regularly to fine-tune greetings and ensure it handles your most common call types.

VoiceAgentDashboard — config.isEnabled === true

useQuery(api.voiceAgent.calls.getRecent), useMutation(api.voiceAgent.configs.update)

Analytics
9:41
Analytics
7d
30d
90d
Total Calls
142
+18%
Booked
47
+23%
Booking Rate
33%
+4%
Avg Duration
2:34
-12s
Call Volume (30 days)
Outcomes
Booked
47
33%
Info
30
21%
Message
20
14%
Transfer
17
12%
FAQ
13
9%
Hangup
15
11%
Booked
Info
Message
Transfer
FAQ
Hangup
Call QualityThe AI scores each call for lead quality and sentiment. Review scores in analytics.

VoiceAgentAnalytics — period-filtered aggregations

useQuery(api.voiceAgent.usage.getByPeriod), useQuery(api.voiceAgent.calls.getOutcomeBreakdown)

Configuration & History
Configuration
9:41
Configuration
Identity
Agent Name
Sarah
Business Name
Midwest HVAC Pros
Business Description
Full-service HVAC installation, repair, and maintenance across Summit County.
Voice & Personality
Voice Style
Professional Friendly Casual Urgent
Personality Traits
Empathetic Efficient Warm Knowledgeable Patient Persuasive
Capabilities
Book Appts
Collect Info
Answer FAQ
Dispatch
Take Message
Transfer Call
FAQ Responses
3
Pricing Guidance
Ranges
Call Handling
FAQ Preview
What areas do you serve?
We serve all of Summit County including Akron, Cuyahoga Falls, and surrounding areas.
Do you offer free estimates?
Yes! We provide free on-site estimates for all HVAC installation and repair projects.
What are your emergency rates?
Emergency service is available 24/7. A diagnostic fee of $89 applies and is waived with repair.

VoiceAgentConfig — accordion sections, all fields from schema

useMutation(api.voiceAgent.configs.update)

Recent Calls
9:41
Recent Calls
All Booked Info Msg Xfer
Maria Gonzalez
Today, 2:14 PM
Booked
Scheduled furnace inspection for Thursday 2/27. Homeowner mentioned intermittent heating issues in upstairs bedrooms.
3:42
Inbound
James Wilson
Today, 11:38 AM
Info Collected
New AC installation inquiry. 2,400 sqft ranch. Requested quote callback. Collected address and email for follow-up.
2:18
Inbound
Robert Chen
Today, 9:05 AM
Transferred
Emergency — no heat with infant in home. Agent collected info and immediately transferred to on-call technician.
1:55
Inbound
Lisa Park
Yesterday, 4:22 PM
Message
Asked about duct cleaning pricing. Agent provided range ($300–$500) and offered to schedule. Caller said they'd call back.
1:28
Inbound
(330) 555-0147
Yesterday, 1:10 PM
Hangup
Caller disconnected after 8 seconds. No information collected.
0:08
Inbound
David Martinez
Yesterday, 10:30 AM
Booked
Water heater replacement. Scheduled for Monday 2/24. Agent confirmed 50-gal tank model and verified gas line access.
4:12
Inbound
Business HoursCalls outside business hours go to voicemail. Configure hours in settings to avoid missed leads.

VoiceAgentCallList — filtered by outcome, accent bar color = outcome

useQuery(api.voiceAgent.calls.list, { outcome?, limit: 20 })

1 Setup
2 Dashboard
3 Config
Onboarding & Setup
9:41
Onboarding & Setup
Upgrade to Pro
Voice Agent requires a Pro plan. Unlock AI-powered call handling, lead qualification, and automatic appointment booking.
Free
Starter
$99/mo
Pro
AI Voice AgentAnswers calls 24/7, qualifies leads, and books appointments automatically. Requires Pro plan.
Setup Wizard
Agent Name
Miller Roofing Assistant
Greeting
Hi, thanks for calling Miller Roofing! I'm your virtual assistant...
Voice
Professional
Friendly
Casual
Business Hours
Mon-Fri 8:00 AM - 6:00 PM
Agent & Dashboard
9:41
Agent & Dashboard
Recent Calls
847
Total Calls
92%
Answer Rate
3.2m
Avg Duration
68%
Book Rate
Recent Calls
Sarah Johnson
Inbound — 4m 12s
Booked
Mike Peterson
Inbound — 2m 38s
Voicemail
Lisa Chen
Outbound — 6m 05s
Qualified
Config & History
9:41
Config & History
Details
Title
Greeting Script: Inbound Leads
Description
Professional greeting with service area confirmation and appointment booking.
Configuration
Call Recording
Voicemail Fallback
Preview
Call Transcript
Full conversation with AI annotations, sentiment tags, and action items.
Performance
87%
Answer
+21%
Booked
2:14
Avg Call
1 Center
2 Config
3 Analytics
Voice Agent Center
https://app.3bids.io/contractor/voice-agent
3BidsVoice Agent
Main
Dashboard ⌘1
Call Log ⌘2
Config ⌘3
FAQ ⌘4
Analytics ⌘5
MK
Mike Kowalski
Contractor
Settings ⌘,

Voice Agent Center

2,841
Total Calls
94%
Answer Rate
72%
Booking Rate
$18.4K
Revenue Booked
Recent Activity
Sarah Johnson
Inbound — 4m 12s
Mike Peterson
Inbound — 2m 38s
Lisa Chen
Outbound — 6m 05s
Performance
Configuration
https://app.3bids.io/contractor/voice-agent/config
3BidsVoice Agent
Voice Agent
Dashboard
Configuration
Analytics
Call History
MK
Mike Kowalski
Contractor
Configuration
Greeting & Voice
Agent Name
Miller Roofing Assistant
Greeting Text
Hi, thanks for calling Miller Roofing! How can I help you today?
Voice Style
Professional
Friendly
Casual
Business Hours & Fallback
Hours
Mon-Fri 8:00 AM - 6:00 PM
After Hours
Voicemail with callback promise
Fallback
Transfer to (330) 555-0100 after 3 failed attempts
Business HoursCalls outside business hours go to voicemail. Configure hours in settings to avoid missed leads.
Analytics & History
https://app.3bids.io/contractor/voice-agent/analytics
3BidsVoice Agent
Voice Agent
Dashboard
Configuration
Analytics
Call History
MK
Mike Kowalski
Contractor
Analytics & History
847
Total Calls
66%
Booked
3.2m
Avg Duration
92
Lead Score Avg
Recent Calls
Caller
Outcome
Score
Duration
Time
Sarah Johnson
Booked
94
4:32
2h ago
Mike Patterson
Info
72
2:15
5h ago
Lisa Chen
Transfer
45
1:48
Yesterday
Call QualityThe AI scores each call for lead quality and sentiment. Review scores in analytics to optimize your agent configuration.

Data Architecture

Voice Agent — AI-powered call handling with lead qualification, appointment booking, and call analytics.

Source Files

  • screen VoiceAgentOnboarding
  • screen VoiceAgentSetup
  • screen VoiceAgentDashboard
  • screen VoiceAgentConfig
  • screen VoiceAgentAnalytics
  • screen VoiceAgentCalls

Convex Queries

  • query getAgentStatus
  • query getCallHistory
  • query getAnalytics
  • query getConfig

Convex Mutations

  • mutation updateConfig
  • mutation toggleAgent
  • mutation createAgent

Agent Lifecycle

Inactive
Onboarding
Active
Paused

Key Design Decisions

Tier-Gated Access

Voice Agent requires Pro plan. Starter users see an upgrade gate with blurred preview of agent capabilities.

AI Call Scoring

Every call scored 0-100 for lead quality based on intent signals, sentiment, and conversion likelihood.

Auto Appointment Booking

Agent books appointments directly into the contractor's calendar with confirmation SMS to the caller.

Configurable Autonomy

Contractors control what the agent can do: answer questions, collect info, book appointments, or dispatch techs.

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