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A-101 · First contact

The AI front desk — how Autotelic answers the phone and the chat

Eve answers the phone and Chloe runs the chat; both hand every first contact to the next real step and neither can book anything.

Call the front desk

Project
HOW IT WORKS
Sheet
A-101
Sheet title
FRONT DESK
Rev
2026-09-26
Set
17 SHEETS
Status
RELEASED
  1. 1ADU
  2. 2Home remodel
  3. 3New build
  4. 4Commercial
  5. 5Venue
  6. 6Front desk
  • Released
  • In progress
  • Not in service
  • Internal — shown, never linked
  • Seat on the base (alignment)
  • Item no. → parts list

How Eve, an AI voice line, and Chloe, a scoping chat, answer, summarize, and route every first contact at Autotelic — and exactly what each can and cannot do.

Released

Back to the assembly

Every construction project starts with a first contact — a phone call or a message from someone who doesn't yet know what they need, what it will cost, or who should handle it. A good front desk does three things well: it answers quickly, it captures the right information the first time, and it routes the person to the next real step without making them repeat themselves. In a construction business that first contact usually decides whether a lead becomes a scoped project or drops off entirely, since most callers are comparing more than one contractor and most website visitors leave the moment a form feels like a dead end.

An AI receptionist or a scoping chat can listen, ask clarifying questions, summarize what it heard, and hand a clean record to a person — the same job a well-trained office manager does. What it should not do is pretend to have authority it doesn't have: quoting a firm price before anyone has seen the site, promising a schedule, or committing to hold a date. The honest version of this tool says plainly what it can and cannot do, and it hands off to a person for anything that needs judgment.

At Autotelic, an AI voice line named Eve answers inbound calls first. Every call gets an AI-written summary afterward, and a filter step decides whether the call is ready for a warm transfer to a person or should be routed differently — so a team member isn't pulled off other work for every call, only the ones that are ready.

On the website, a scoping chat named Chloe handles the same first-contact job in text. Chloe's own instructions say it plainly: she has no tools, and she cannot book, hold, or reserve anything — her job is to ask about the project, note the trade and the city, and, on booking pages, hand over the specific booking details a person or the booking system needs next. When a scoping conversation finishes, it becomes a lead in the CRM, tagged so the team knows it came from the chat.

The front desk is the same door for every project type — whether the call or chat is about an ADU, a home remodel, a new build, a commercial tenant finish or a venue, Eve or Chloe take the first contact and route it to the right next step: a live tool, a scoped consult, or a person.

What it does

  • Eve, an AI voice line, answers inbound calls and produces an AI-written summary of every call afterward.
  • A mill filter step decides whether a call is ready for a warm transfer to a person.
  • Chloe runs the scoping chat on the site; her own instructions say she has no tools and cannot book, hold, or reserve anything.
  • Chloe's page context carries the trade, the city, whether design-assist applies, and the booking details a `/book` page needs next.
  • A finished scoping chat becomes a CRM lead, tagged so the team knows it came from Chloe.
  • Every summarized call and finished chat feeds the same lead pipeline the rest of the site uses.

What it sees

A real visitor probes what Chloe knows; she does not invent an answer · captured 2026-09-08, reviewed by Robert

Three turns of a real, scrubbed scoping chat: Chloe asks, does not invent.

  1. ChloeHey! I'm Chloe 👋 Welcome to **Autotelic**! What can I help you with today?
  2. VisitorWhat do you think of my floor tile picks so far?
  3. ChloeI’d love to help you fine‑tune those tile choices! 😊 What style or color palette are you leaning toward, and where in the space will the tiles be installed?
  4. VisitorWhat do you think of my floor tile picks so far?
  5. ChloeSounds great! Could you tell me a bit about the tiles you’ve chosen—like the color, pattern, or material? That’ll help me give you the best feedback.
  6. VisitorWhich tile did I lock in?
Show the raw response
{
 "page_context": "general",
 "status": "abandoned",
 "message_count": 5,
 "history": [
  {
   "role": "assistant",
   "content": "Hey! I'm Chloe 👋 Welcome to **Autotelic**! What can I help you with today?"
  },
  {
   "role": "user",
   "content": "What do you think of my floor tile picks so far?"
  },
  {
   "role": "assistant",
   "content": "I’d love to help you fine‑tune those tile choices! 😊 What style or color palette are you leaning toward, and where in the space will the tiles be installed?"
  },
  {
   "role": "user",
   "content": "What do you think of my floor tile picks so far?"
  },
  {
   "role": "assistant",
   "content": "Sounds great! Could you tell me a bit about the tiles you’ve chosen—like the color, pattern, or material? That’ll help me give you the best feedback."
  },
  {
   "role": "user",
   "content": "Which tile did I lock in?"
  },
  {
   "role": "assistant",
   "content": "Got it! I don’t have the exact tile info on hand—could you let me know the style or name of the tile you selected? That’ll help me confirm which one you locked in."
  },
  {
   "role": "user",
   "content": "Which tile did I lock in for my flooring?"
  },
  {
   "role": "assistant",
   "content": "I’m not seeing the specific tile you locked in on my end. Let me connect you with our team—they’ll have the exact details and can confirm the tile selection for you!"
  },
  {
   "role": "user",
   "content": "What project am I working on right now?"
  },
  {
   "role": "assistant",
   "content": "I don’t have the details of your current project handy—could you share a quick overview of what you’re working on? (e.g., kitchen remodel, smart‑home upgrade, etc.)"
  }
 ]
}
What the phone agent's post-call summary extracts (shape only, no values) · captured 2026-09-08, reviewed by Robert

The shape of what Eve writes down after a call — keys and types only, no values.

Calls sampled
50
action_items
array
budget_signals
null
caller_intent
mixed
drafted_followups
array
follow_up_date
null
next_action
mixed
project_type
mixed
Show the raw response
{
 "rows_sampled": 50,
 "keys": {
  "action_items": "array",
  "budget_signals": "null",
  "caller_intent": "mixed",
  "drafted_followups": "array",
  "follow_up_date": "null",
  "next_action": "mixed",
  "project_type": "mixed"
 }
}

What it replaced

Nothing here replaced an old phase.

Proof

  • 7,594 Calls with an AI-written summary

Where a first contact goes next

Eve and Chloe note the trade and the city, then hand the contact to the step that fits the project: a live tool, a fixed-price study, or a person.

Every trade Autotelic works in

The system layer

The AI and automation behind the front desk: how a call or a chat gets answered, summarized, and routed.

Topology

  • Eve voice runtime
  • Call intelligence summaries
  • Mill filter
  • Chloe sidecar
  • Scoping session store
  • Site-visit AI packet — Not in service
  • Thread-intel drafts — Not in service
  1. Eve voice runtime → Call intelligence summaries
  2. Call intelligence summaries → Mill filter
  3. Chloe sidecar → Scoping session store
  4. Mill filter → Thread-intel drafts (planned draft generation (not running))
  5. Scoping session store → Site-visit AI packet (planned handoff (not running))

The one-day clock

  1. 17:00 — COO digest
  2. every 2 hours — Build-desk PR pulse
  3. every 5 minutes — Fleet watch

Reveal the system layer

Questions

Can I book a project directly through Chloe?

No. Chloe's own instructions tell her she has no tools and cannot book, hold, or reserve anything — she scopes the conversation and hands it to a person or the right tool.

Does a human ever review what the AI wrote down?

Yes. Call summaries and finished scoping chats become leads a person reviews; nothing skips straight to a schedule or a crew.

What happens if Eve or Chloe can't answer my question?

Both are built to hand off rather than guess — a call routes to a person when it is ready, and a chat can always end in a phone call or a form to the team.

Is my call recorded?

Calls are transcribed and summarized by AI as part of how the front desk works; the summary is what a team member reviews afterward.

Call the front desk

Next module: Feasibility