Caller identity
Name, company, phone, email, and whether this is a new lead or existing client request.
Dry-Run Demo
This public sample uses synthetic callers from JVT's dry-run intake scaffold. The point is not to replace a person. The point is to capture clean details, disclose the AI handoff, and route the request for review.
What It Produces
Name, company, phone, email, and whether this is a new lead or existing client request.
Plain-language summary of the reason for calling, urgency, timeline, and missing fields.
Who should review it, what should happen next, and what the AI should avoid answering.
Synthetic Scenarios
Missed sales call
After-hours caller needs roof repair intake. The packet captures issue type, urgency, insurance involvement, preferred callback window, and timeline.
Existing client request
Existing clients ask document and deadline questions. The packet routes the request without giving tax or legal advice.
Wrong-fit caller
Caller asks for investment and crypto-trading advice. The assistant should not advise, should capture the request, and should route or decline.
Paid Pilot Shape
The current pricing test is $750 setup plus $300-$500 per month for support, review tuning, and handoff maintenance. The first pilot stays narrow: one phone path, one intake form, one email handoff, and no autonomous promises. Live phone setup requires provider and compliance review.