Implementation BlueprintExecution layer

Brilo AI Inbound Support Agent Deployment (7-10 days)

A fixed-scope sprint that stands up one Brilo AI inbound voice agent for a client's support line, wired to their CRM and calendar, with handoff rules and a sentiment dashboard the agency can monitor on retainer. Time: 7-10 days.

By InnovaAI ResearchPublished

AI Voice Agent

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Blueprint

Brilo AI Inbound Support Agent Deployment (7-10 days)

A fixed-scope sprint that stands up one Brilo AI inbound voice agent for a client's support line, wired to their CRM and calendar, with handoff rules and a sentiment dashboard the agency can monitor on retainer.

Prerequisites
  • Client phone number available to point at Brilo AI, plus written approval of call recording and transcription for compliance
  • Admin access to the client's CRM (Salesforce, HubSpot, Zoho, or Zendesk) and calendar so webhook and native integration can be configured
  • A Brilo AI workspace on at least the Pro Plan ($149/month, 3 AI agents, 600 minutes) sized against the client's monthly call volume
  • Client-approved FAQ sheet, escalation matrix, and the named human queue that receives transfers
  • Test call script and a list of five real call scenarios the client wants the agent to handle
Execution Timeline
  • 1.Create the Brilo AI workspace and confirm the plan tier against the client's expected monthly minutes
  • 2.Map the client's call types (support, booking, lead capture) to the number of AI agents the plan allows
  • 3.Collect the client's FAQ sheet, escalation contacts, and CRM field requirements
  • 1.Draft the agent conversation flow: greeting, intent recognition branches, and the human transfer trigger
  • 2.Define which intents must route to a human immediately versus which the agent resolves end to end
  • 3.Agree the sentiment threshold that flags a call for supervisor review
  • 1.Build the first Brilo AI agent in the workspace and load the FAQ and intent branches
  • 2.Configure real-time transcription settings and confirm the transcript output format the client will receive
  • 3.Set the call recording and data retention options to match the client's compliance policy
  • 1.Connect the Brilo AI agent to the client's CRM using the native Salesforce, HubSpot, Zoho, or Zendesk integration
  • 2.Configure webhook calls for any CRM field the native connector does not cover
  • 3.Test that caller name, intent, sentiment score, and transcript land on the correct CRM record
  • 1.Wire the calendar integration so the agent can book appointments inside the call
  • 2.Set the human handoff rule and confirm the transfer reaches the client's named queue with context
  • 3.Run five scripted test calls covering booking, FAQ, complaint, and transfer scenarios
  • 1.Review test call transcripts and sentiment output with the client and correct misclassified intents
  • 2.Tune the agent's responses where the transcript shows confusion or repeated clarification
  • 3.Confirm the outbound call flow if the client also wants follow-up or lead recovery calls
  • 1.Run a live pilot on a limited number or off-peak hours with the client listening in
  • 2.Capture the first day of real transcripts and sentiment data for a baseline report
  • 3.Log every handoff that occurred and whether the receiving human had enough context
  • 1.Fix the top three issues found in the pilot, whether intent gaps, transfer failures, or CRM sync errors
  • 2.Document the agent script, escalation logic, and handoff procedure for the client's team
  • 3.Set up the weekly sentiment and call-volume report the agency will send on retainer
  • 1.Hand over the Brilo AI workspace with a walkthrough of the dashboard, agent settings, and transcript view
  • 2.Train the client's supervisors on reading sentiment flags and adjusting escalation rules
  • 3.Agree the retainer scope: monthly minute monitoring, intent tuning, and report delivery
  • 1.Go live on the full call volume and monitor the first 24 hours of transcripts
  • 2.Confirm the CRM records and calendar bookings are complete and correctly attributed
  • 3.Close the sprint with a written baseline report and the first retainer invoice scheduled
$149-$499/month for the Brilo AI plan (Pro at $149/month for 3 agents and 600 minutes, Growth at $499/month for unlimited agents and 2,500 minutes), plus agency setup labor of roughly 20 hours7-10 days
ROI Logic

The agency charges a fixed setup fee (the Starter Voice Agent offer is priced at $2,500 for 20 hours of setup) against a Brilo AI subscription that costs $149/month on Pro or $499/month on Growth. Once the agent is live, the retainer covers minute monitoring and intent tuning, so the tool cost stays flat while the agency bills for ongoing oversight. Margin comes from the gap between the client's call volume and the plan minute allowance: a client under 600 minutes fits Pro at $149/month, and the agency keeps the difference between that cost and the retainer.

Deliverables
  • Configured Brilo AI workspace with the inbound agent, intent branches, and human transfer rules
  • CRM integration map showing which fields sync natively and which use webhooks
  • Agent script and escalation matrix document for the client's team
  • Baseline sentiment and call-volume report from the pilot day
  • Weekly retainer report template pulling Brilo AI transcript and sentiment data
Definition of Done

The Brilo AI agent answers live client calls, books at least one appointment through the calendar integration, transfers a caller to the named human queue with context, and writes a complete transcript and sentiment score to the client's CRM without manual intervention.

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