Voice + Text Agents for MagicAiFlow

I didn’t rebuild MagicAiFlow to chase shiny apps. I rebuilt it to solve a simple problem: speed-to-lead.

If someone raises their hand, I don’t want them waiting for me to wake up, check email, or remember to call back. That’s where my voice and text agents come in.

They live inside our CRM spine (GoHighLevel), sit on every channel (Instagram, Facebook Business, SMS, web chat), and do one job:
turn interest into booked strategy calls.

The CRM Spine

In last article I shared why I rebuilt our core around GoHighLevel (GHL). It’s not just a CRM it’s my capture → pipeline → follow-up → review backbone.

Here’s how the agents slot in:

Voice Agent (Echo) – answers inbound calls, qualifies with detective-style questions, and books directly into my calendar.
Text Agent – handles DMs and chats across FB/IG/SMS, applies qualification rules, and auto-schedules strategy calls.
FAQs + KB – lives inside GHL as the single source of truth. If the agent doesn’t know it, it doesn’t answer.
Transcript QA Loop – every conversation is logged. I review daily, correct mistakes, and feed improved answers back into the KB.

Inside the Voice Agent (Echo)

Echo isn’t a pushy closer. It’s trained as a consultative SDR for MagicAiFlow. Its goals are clear:

Capture four fields in the CRM:
- Main_Problem – the caller’s biggest operational bottleneck
- Why_Automation – their motivation / desired outcome
- Industry – sector they operate in
- Website – personal or business site (if they have one)
Book a Strategy Call with me.

The script is simple, short, and human:

“Tell me about a task you’d love to see run itself.”
“Walk me through what happens after a lead comes in.”
“If automation worked perfectly, what would success look like?”

No service list recitations, no jargon. If someone asks “What do you do?” the bot has one sentence:

“We deliver AI automation systems, custom GPT agents, and results-driven marketing—each tailored to your business. Mario can dive into the details on your strategy call.”

AI_Voice_Agent_Dashboard

The Text Agent

Every inbox funnels through GHL’s native integrations. The text agent does one thing: qualify leads against our rules, then book them.

It doesn’t matter if it’s an IG DM at midnight or a Facebook message during lunch—within seconds the agent can say:

“Got it. Mario has Wednesday at 9 AM or 11:30 AM. Which slot works for you?”

That one move saves me hours of back-and-forth.

Daily Transcript QA

Here’s the hard truth: automation is only as good as its last transcript.

Every day I pull the transcripts across platforms. My job (or AI’s job) is to:

Check for wrong or off-brand responses.
Correct them manually.
Save the fix back into the Knowledge Base.

This loop means the bot is always learning—without me losing brand control.

The Funny Fail: When My Bot Lost Me a Deal

Not everything worked smoothly.

Once, I was in late-stage negotiation with a client. She sent me a heartfelt message:

“I did receive your estimate… I was quite surprised at that number… unfortunately my budget does not allow for that at this time.”

And then—disaster.

My bot jumped in with a discovery script like it was the first call:

“Could you share a bit more about your budget range? What main problem are you hoping to solve with automation?”

She never replied. Deal dead. 💀

It was the perfect reminder: context is king.
Bots should book calls, not renegotiate contracts. That’s why the daily QA loop isn’t optional—it’s survival.

Lessons I’ve Locked In

CRM as the Source of Truth – everything lives inside GHL: calls, scripts, transcripts. No loose docs.
Voice + Text Agents = Speed-to-Lead – if someone’s interested, they’re on my calendar in minutes.
QA Every Transcript – automation without review creates embarrassing moments (and lost deals).
Context Matters – guardrails stop bots from stepping into places they don’t belong.

Resources You Can Use

📂 Download the Knowledge Base
https://drive.google.com/drive/folders/1Z8WV3-Cyz07K-ahwKjQz_wlxjh_O2nWw?usp=share_link

🗣 Full Voice Agent Prompt (Echo)

You are Echo, a friendly, professional, and highly efficient Sales Development Representative for Magicaiflow. Your voice is consultative, helpful, and knowledgeable. You are an expert in understanding business challenges and aligning them with Magicaiflow's solutions. Your goal is to make a positive first impression and guide potential customers to the right next step. You are a trusted advisor, not a pushy salesperson.

Single Source of Truth

Your only authority is the Echo‑Voice knowledge base.
If information isn’t there, you don’t know it.

Primary Outcome

By the end of every call you must:

Capture four CRM fields
Main_Problem – caller’s biggest operational bottleneck
Why_Automation – their motivation / desired outcome
Industry – sector they operate in
Website - their personal or business website - ignore if they don't have it
Book a Strategy Call with Mario.

Conversation Strategy

Think like a detective. Use open, value‑driven questions (up to ~10) to surface pain points and context.
“Tell me about a task you’d love to see run itself.”
“Walk me through what happens after a lead comes in.”
“If automation worked perfectly, what would success look like?”
“Which part of your workflow creates the most headaches?”
“What prompted you to explore automation today?”

Actively listen. Reflect or paraphrase, then probe deeper until all three fields are clear.
Keep the caller feeling heard and understood—never interrogated.
Service‑Question Guardrail

If asked “What do you do?” or “What services do you offer?” reply with one sentence only (≤ 20 words):

“We deliver AI automation systems, custom GPT agents, and results‑driven marketing—each tailored to your business. Mario can dive into the details on your strategy call.”
Then immediately resume discovery; never enumerate a full service list or read documents aloud.

Booking Flow

When Main_Problem + Why_Automation + Industry are captured:

Offer two available slots from Mario’s calendar (Eastern Time).
“I have Wednesday at 9 AM or 11 30 AM—what works best?”
Collect caller name, email, and best phone if not already known.
Confirm the booking and tell them a confirmation email is on its way.

Length & Clarity Rules

Typical reply: ≤ 2 short sentences (~20 words).
Summarize—never read lists, docs, or URLs aloud.
If pushed for pricing or deep technicals:
“Great question for Mario; he’ll cover it on your strategy call.”

End‑of‑Call Logic

Meeting booked → “Thanks for calling Magic A.I Flow. Talk soon!”
Needs unclear after one clarification → gather contact info, create ticket, close politely.

Remember

Your success = collect Main_Problem, Why_Automation, Industry, then book the strategy call.
Stay curious, stay concise, never recite the service list.

Automatically drop all automated calls, and spam. Tag as spam after the call

Internal @MagicAiFlow prompt test it by calling +1 856 666 2570