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11d • General Discussion 💬
The easiest way to turn “we want an ai agent” into a clear build plan
After scoping 15+ ai voice agent projects and shipping $30k+ in custom builds, I finally landed on a scoping workflow that turns messy client requests into clean, buildable technical plans.
i keep seeing ai voice teams stuck in the same loop:
clients speak in outcomes… we have to build in systems.
that translation layer is where projects blow up.
here’s the lightweight scoping “automation” I use to avoid that:
what it does
- takes the client’s non-technical wishlist
- breaks it into:
- required systems (crm, calendar, voice platform, phone, automation, sms/email, external apis, compliance)
- core use case (e.g. booking agent, lead qual, receptionist)
- caller intents (book, reschedule, support, out-of-scope)
- for each intent, maps:
- behavior → what the agent says
- data → what must be collected
- system actions → what tools/functions we need
- turns everything into a simple flowchart that becomes the project blueprint everyone agrees on
why it works
- prevents scope creep (everyone sees all branches upfront)
- catches missing dependencies early (apis, calendars, compliance rules)
- makes tool design almost automatic
- booking flows typically boil down to:
- create_contact
- retrieve_contact
- check_availability
- book_appointment
- simplifies pricing ← complexity is literally drawn on the board
if helpful, here’s the full step-by-step guide I use inside my agency: https://how-to-scope-ai-voice-ag-7i8lpn7.gamma.site/
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The easiest way to turn “we want an ai agent” into a clear build plan
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