03 · Final audit & launch readiness

Launch approved for the rebuilt Pool Removal & Landscaping Receptionist snapshot.

Qualification, intake, team alerts, messages, the optional CRM webhook and both follow-up workflows work. Phone, SMS, sender and business details remain owner setup.

Source v2.1Rebuilt Sep 24, 2026Agent inactive during QAZero live channels
FINAL AUDITDECISION · APPROVED

Pool and
Landscaping

Findings13
Workflows3
Behavior tests10 / 12
Dangling links0
RecommendationREADY
01 · Launch decision

The rebuilt snapshot is approved.

Businesses receive the receptionist Votel designed: every project caller is qualified and captured, the team hears about every lead and message, and leads that pass or jobs that finish get a follow-up without anyone remembering to send it.

Fixed

Call handling

No placeholders, claims or misaddressed email.

Built

Follow-ups

Why Client Passed and Google Reviews.

Approved

Master generation

The agent can become the next official baseline.

Launch decision: approved. The business sets its globals, email sender, SMS number and knowledge, optionally its CRM webhook, then runs the acceptance tests.
02 · Rebuilt inventory

What the final snapshot contains.

AssetStateDetail
Pool Removal & Landscaping ReceptionistRebuilt

Inactive; GPT-5.4 Mini; accuracy and intake rules.

Inbound CallConnected

Known-caller check, three routes, ten-answer intake, team emails, optional CRM webhook.

Why Client PassedConnected

Sales to Pass; wait a day; text; reply logged and the team emailed, or email.

Google ReviewsConnected

Sales to Completed; wait a day; review link by text, or by email.

Sales pipelineInstalled

Lead, Contact, Proposal, Qualified, Won, Completed, Pass, Lost and Resolved.

Fields and globalsInstalled

Six pool fields; business name, service area and review link.

Pool inbound call workflow
Inbound Call, saved September 24, 2026. Dashed steps need the owner's email sender or optional webhook.
Text version of this diagram

A new caller is added to the Sales pipeline at Lead. A known caller with an assigned owner is welcomed back and leaves a message for their project team; any other known caller hears the greeting. The greeting asks whether the caller needs pool removal, a landscape construction project or something else. Pool removal explains full and partial removal and asks which, or whether the caller wants advice. Pool removal and landscaping callers answer the intake: name, phone, email, property address, service type, property type, how they heard about the business, other estimates, landscaping interest and anything else the team should know. The team is emailed the complete lead, the details are posted to the owner's CRM webhook if one is set, and the caller is thanked. Callers with something else leave their name and a message, which is emailed to the team.

Pool follow-up workflows
Why Client Passed and Google Reviews, saved September 24, 2026. Texts and emails need the owner's SMS number and sender.
Text version of this diagram

When a lead is moved to Pass, the workflow waits a day and texts to ask what led them to go another way. A reply within three days is logged on the contact and the team is emailed to read it; with no reply, the same question goes by email. When a lead is moved to Completed, the workflow waits a day and texts a review link. A reply is logged on the contact; with no reply, the review link goes by email.

03 · Final validation

What was proven and what the owner proves.

ControlResultEvidence
Connected graphPass

No dangling links after an editor save; every branch ends.

ConversationsPass

88 to 100 on every call path after two fixes.

Accuracy and intake rulesPass

10 of 12 behavior tests, both misses explained.

Live calls, texts and emailOwner step

Run the acceptance tests with a synthetic customer.

04 · Owner setup

Connect the business, not the logic.

Pool owner setup journey
Owner configuration, September 24, 2026.
Text version of this diagram

Install the snapshot, set the business name, service area and review link, connect an email sender and confirm the team support address, connect an SMS number for the follow-up texts, optionally point the CRM webhook at your own system, add approved business information to a knowledge base, assign the agent to your business line, run the acceptance calls and move a test lead to Pass and to Completed, then activate.

Launch approved.

The rebuilt snapshot is ready for master snapshot generation and owner acceptance tests.

Open the buyer-facing guide →