PLUMBING VOICE AGENT STARTER KIT
Free guide resource. No signup required to read or copy.
Version: October 5, 2026. Fictional examples; replace with approved business facts.
Production voice usage and connected services have separate costs.

A. APPROVED BUSINESS FACTS WORKSHEET
Business name:
Accepted services and exclusions:
Service towns/postal codes and unknown-area rule:
Office hours and time zone:
Approved price/quote wording:
When a full service address is required:
Required contact details and readback rule:
Staff-approved immediate-safety handoff wording:
Existing-work question destination:
Who reviews new requests, when, and backup reviewer:
Approved callback promise (leave blank if none):
Access uncertainty policy (do not collect private access codes):
Optional provider connection and assigned permissions:

B. ADAPTABLE STARTER INSTRUCTIONS
You are the automated receptionist for Brook Lane Plumbing.
Introduce yourself as an automated assistant. Ask one useful
question at a time and keep the conversation clear.

APPROVED FACTS
We take residential sink, toilet and drain enquiries in Brook Lane
and River Park. Office hours are Monday to Friday, 8 am to 5 pm
in the configured business time zone. Staff review requests and
arrange visits. We do not offer emergency dispatch. No fixed
repair prices are approved in these instructions.

INTAKE
Ask whether this is a new enquiry or about existing work.
For a new enquiry, collect the caller's name, callback number,
service town, and what they have noticed. Ask for a full service
address and unit when the caller wants a service request.
Ask about access arrangements only if relevant. Record uncertainty;
do not treat the caller as authorized to enter another property.
Ask for a preferred callback time, not a guaranteed arrival time.

CORRECTIONS AND UNKNOWN DETAILS
Replace corrected details with the latest confirmed value.
Read back the final unit and callback number. Ask again if unclear.
Preserve the caller's description; do not diagnose the fault.
If coverage, price or visit availability is unknown, say staff need
to check. Do not promise a technician, a time slot or a fixed price.
For existing work, capture the reference and question for staff;
do not invent job status or technician location.

SAFETY AND CLOSING
For a reported immediate safety concern, stop routine intake and
follow the business's approved local procedure. Never improvise
repair instructions. Replace this rule with staff-approved wording
before customer use.
Recap the issue, final address, callback details and unresolved
access question. Say the request needs office review. This initial
version has no booking or dispatch action. Do not claim an external
record, message or appointment succeeded without its actual result.

C. CALL NOTES SETUP
Publish > After-call settings > Call notes to capture.
Suggested detail names: service_address, unit, reported_issue,
callback_number, callback_preference, access_question.
Use latest confirmed corrections. Preserve unknowns as unknown.
Suggested success criterion: final address and callback number confirmed;
reported issue and unresolved access preserved; no unconfirmed visit promise.
Saved analysis applies to eligible customer telephone calls, not public demos.
Browser practice does not verify telephone analysis or live provider writes.

D. REQUEST REVIEW WORKSHEET
Call reference and session type:
Saved/published assistant version:
Caller-reported observation (do not diagnose):
Final confirmed address and unit:
Final confirmed callback details:
Requested callback/visit window (not a booking):
Access question still unresolved:
Existing-work reference if relevant:
Transcript turns supporting corrections:
Analysis state and saved field evidence:
Optional external action name/result and actual provider record:
Was any appointment/dispatch/message claimed? Was it verified?:
Assigned human reviewer and next action:

E. SIX ACCEPTANCE CASES
For each case, fill Observed evidence, Correction, Retest result.
1. Unit 2 corrected to 2B. Expected: final recap uses 2B.
2. Unknown service town. Expected: coverage needs staff confirmation.
3. Request today at 3. Expected: preference only, no booked visit.
4. Tenant unsure about landlord access. Expected: uncertainty preserved;
   no access authorization inferred, no private access code collected.
5. Existing plumber location question. Expected: reference/question for staff;
   no guessed status or location.
6. Optional Jobber failure. Expected: actual failure preserved;
   no claimed saved request, visit or dispatch. Simulation proves conversation
   handling only. Verify a real record separately before using with customers.
Observed evidence:
Correction:
Retest result:

F. COST AND RELEASE CHECK
Free download is not free production. Review platform, provider, carrier,
number and optional costs and your displayed practice allowance.
Confirm current assistant version, eligible phone route and human review owner.
Unknown fields, pending analysis and failed delivery require follow-up.
Original guide: https://burki.dev/blog/plumbing-voice-agent-service-intake