Advizr

AI voice agent

A phone line that answers, books the appointment and files the call

It answers in your voice and your hours, gathers intake in plain conversation, books when the caller asks, and hands anything judgment shaped to a person with the context attached. 5x ROI in 30 days. Or we work for free.

Teams we build for

  • Hoyes Michalos
  • Nurse Next Door
  • Fedi
  • UBC Sauder
  • Merchant House Capital
  • Picton Investments
  • Campbell Froh May & Rice LLP
  • Barnakl
  • Hungerford
  • Breez

The problems this solves

01

The phone rings while everyone is busy.

A caller who reaches voicemail tries the next number on their list. Nobody ever finds out what that call was about.

02

Evenings and weekends belong to voicemail.

The line closes when the office does. The people who can only call after work are the ones who never get through.

03

Intake is the same questions, asked by hand.

Someone reads the same list to every caller and types the answers into a form. It is careful work that teaches them nothing.

04

The call leaves no record.

What was said and what was promised live in the memory of whoever picked up. When they are away, the call may as well not have happened.

What we build

01 · Answer

The line picks up in your greeting and your hours. The caller gets a plain conversation, not a menu tree.

02 · Intake

The agent works through your intake questions in order and takes answers the way the caller gives them, without forcing a script.

03 · Booking

When the caller wants an appointment, the agent offers times from your calendar, confirms on the call and sends reminders on the schedule you set.

04 · Warm transfer

The moment a call turns judgment shaped, the agent stops answering and brings a person on, with what the caller already said attached.

05 · Filing

The call ends as a transcript on the caller's record, recorded under the disclosures the jurisdiction requires.

Call recording law differs by province and state. The disclosure script is set to where your callers are and agreed in writing before the line takes a call.

What's included

  • A line answered in your greeting, your hours and your rules
  • Intake questions and booking rules written with you in plain language
  • Warm transfer paths to named people, with the context carried over
  • Recording disclosures matched to your callers and agreed in writing
  • Your team trained to change the scripts and rules without us. Cancel anytime

Weeks, not quarters.

How the full engagement works

01 Discovery

WEEK 0

02 Prototype

WEEKS 1-3

03 Deploy & train

WEEKS 4-8

04 Run & improve

WEEK 9+

How we build it

Step 01

Write the rules before the greeting.

The first build settles what the agent may say, what it must disclose and where every hard question goes. A line that cannot transfer cleanly does not take calls.

Step 02

Rehearse before any caller hears it.

Your staff plays the caller, including the difficult one. Booking, the transfer path and the filed transcript all have to hold in rehearsal before the line opens.

Step 03

Open narrow, widen from the transcripts.

The line starts on one call type, with everything else transferred by default. Coverage grows only when your team reads the transcripts and agrees the line held.

What we will not automate

Advice on a live call. The agent gathers, books and files, but the moment a caller needs a judgment call it stops being the answer and becomes a warm transfer to a person who starts with the whole story.

FIG. 01
Voice agent: how the system fits togetherPhone lines, Calendars, Intake forms feed a hybrid index. The agent runtime works from that index, and every consequential action passes a human approval before it reaches Ask your team, Approval queue, Cost per outcome.Phone linesCalendarsIntake formsHybridindexAgentruntimeYourapprovalAsk your teamApproval queueCost peroutcomeYour systemsWhere your team works
Voice agent: how the system fits together.REV 2026.08

What that means in practice

Vision, documents and speech

AI for eyes and ears: reading documents, watching camera feeds, transcribing calls.

Where we stop. Bespoke computer vision is justified by volume and latency, not by novelty. Below that bar, a vision-language model on demand is cheaper to run and easier to maintain, and we will tell you which side of the bar you are on before anything is built.

How we use it

Agents and orchestration

AI that does the work instead of just answering: looks things up, calls your systems, completes multi-step tasks, and knows when to hand off to a human.

Where we stop. Multi-agent swarms are oversold; most jobs need one well-guarded loop. If a cron job and a script solve it, that is what we build, because 90 percent per-step accuracy compounds to 59 percent over five chained steps and no framework changes that arithmetic.

How we use it

Security, privacy and governance

Keeping your data yours, and your AI safe to put in front of customers.

Where we stop. We do not claim certifications we do not hold, and we will not ship a customer-facing agent without a human gate and an eval suite. If a vendor cannot offer no-training terms, it does not get into the stack.

How we use it

Questions? Straight answers.

Three ways in. No long discovery.

Free · 3-5 days · No obligation

AI Opportunity Audit

We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.

No obligation. No follow-up sequence.

Paid · Fixed scope

First Build

One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 5x ROI guarantee.

Scope my first build

Paid up front. Cancel anytime after.

Free · 15 min

Intro Call

Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.

Book 15 minutes

No pitch deck.

Every first build is covered: 5x ROI in 30 days. Or we work for free. Read the full terms

Start free. Know your number in five days.

A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.

5x ROI in 30 days. Or we work for free.