A dead-simple way to scope any voice agent (no dev needed)

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After scoping 15+ custom voice agents, I realized most projects fail for the same reason: the scope is vague. Everyone jumps into “Let’s just build it,” but no one agrees on the systems, intents, or actions that actually define the project.

Here’s the simple 3-pass checklist I now use to scope any AI voice agent cleanly:

1. Systems

Write down every tool the agent will touch: CRM, calendar, voice platform, automation layer, SMS/email, external APIs, KB sources, phone routing, and any compliance checks.

If it's not on this list, it’s not in the scope.

2. Intents

Map all possible caller intentions from a single “Welcome” node:

- New inquiry

- Existing customer

- Reschedule

- Support request

- Out-of-scope

- Spam

Each intent becomes its own branch you can design independently.

3. Actions

For each intent, define two things:

- Data: What fields must be collected?

- System actions: What does the agent do in your stack? (create/update contact, check availability, book appointment, send SMS, tag lead, generate call report)

Most scoping issues happen because one of these three passes was skipped. If you can’t visualize the full flow on one clean page, you're not ready to build yet.

If you want the exact guide I use to scope any AI voice agent project, I’ve linked it here: https://how-to-scope-ai-voice-ag-7i8lpn7.gamma.site/

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