Fix each feature where it stands.
An earlier pass on September 23 replaced both workflows with a six-question intake, which removed the transfer, the team alerts, the question answering and the recording email. On September 24 the snapshot was rebuilt instead: both original workflows were restored and repaired, four contact fields and the Company Name variable were created, and the temporary intake was removed.
Every source finding has a disposition.
The two numbers imported from Votel's account are gone. The forwarding step uses one rule, Monday to Friday 8 to 5, with a [Team Phone Number] placeholder that Votel flags until the owner sets it.
One prompt for basement and foundation calls. The software demo script, the demo booking promise and the mixed identity are gone.
The call workflow starts on inbound calls to this agent's number only.
Only new callers trigger the new-caller email; known callers go straight to the greeting.
The question-answering step stays, limited to general answers: no prices, diagnoses, guarantees or availability. A knowledge base is an optional owner step.
Email steps stay in place and are flagged until a sender is connected.
The summary and recording email runs for answered inbound calls only, and the greeting says the call may be recorded. Recording and retention are an owner decision.
Company Name (default "our office") is created and used only in scripted lines.
The greeting's only route was "Yes", so a caller who declined the transfer had no path; the message, emails and note used an old variable format; the call-ended trigger still pointed at an agent in another account; the phone question's label was an instruction to the agent; stored model was GPT-4o Mini.
The same design, now able to run.
Text version of this diagram
Source flow: a conversation of any channel started, the contact was looked up or created, a New Lead email went out for every caller, the call was forwarded to two private numbers, and if nobody answered a message was captured, emailed without a sender and followed by an ungrounded FAQ. Separately, every ended inbound call emailed the recording.
Text version of this diagram
Before: the workflow started on any chat, text or call and then ran phone-only steps; every caller, known or new, triggered a New Lead email; calls were forwarded to two numbers from Votel's own account and a caller who declined the transfer had no path; the message, emails and note used an old variable format; the FAQ step had no limits; the recording was emailed after every call; and the prompt mixed a basement receptionist with a software demo script. After: the workflow starts on inbound calls only; only new callers trigger the new-caller email; the caller chooses to connect or leave a message and the owner's team line is tried in business hours; seven answers are saved to the contact with a team email and note; the FAQ step answers within fixed limits; the summary and recording go to the team for answered calls only; and the prompt covers one niche.
Text version of this diagram
An inbound call looks up the caller by phone number. A new caller is created as a contact and the team gets a new-caller email; a known caller skips it. The greeting names the business, says the call may be recorded and asks whether the caller wants to be connected or to leave a message. A connect request rings the owner's team line. If the team answers, the connection is noted. If nobody answers, or the office is closed, or the caller chose to leave a message, the agent asks seven questions: first name, last name, best phone, what they are seeing at the property, whether anything is unsafe right now, the address or town, and the best callback time, all saved to the contact. The team gets a message email and a note is added. The agent asks whether it can help with anything else, answers general questions without prices, diagnoses, guarantees or availability, then says goodbye and ends the call.
Text version of this diagram
When an answered inbound call ends, the team gets an email with the caller, the call length, Votel's call summary and a link to the recording when recording is on.
Checked in the editor and the simulator.
18 steps and 20 links survive a save in Votel's editor with no dangling links. Every branch ends in a close or a note.
With the transfer and email steps bypassed for the test, 16 simulator runs (cooperative and rambling callers). The four runs where the simulated caller answered to the end completed 15 to 17 steps and scored 96 and 97. The other twelve paused when the scripted caller stopped replying partway through; the transcripts show the agent asking the next question correctly.
Scores 92 to 100: message taking, transfer, no booking, 911 for danger, no sensitive details, no diagnosis, no quotes, do-not-contact.
Need a phone line, sender and account balance; listed as owner acceptance tests.
Remediation complete.
The rebuilt account is ready for final acceptance and master snapshot generation.
Open final audit →