Rex Automaton
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26 posts on this topic

AI voice and chat agents

Voice and chat agents are the automation your customers meet directly, which makes them the least forgiving kind to build. These posts cover the parts that decide whether one works: scripting a conversation that survives interruption, wiring the agent to the calendar and CRM behind it, handing off to a human without the caller repeating themselves, and measuring answer and booking rates once it is live. Includes the setups we run for inbound reception, lead qualification and follow up calling, the same patterns pointed at WhatsApp and Instagram DMs, and what changes when the agent serves your own team instead of your customers.

Want this built rather than explained? See AI Receptionist.

AI Voice & Chat AgentsOctober 7, 202612 min read

Best AI Voice Agent Software for Small Business Budgets

Best AI voice agent software for small business budgets. Use a 30 day pilot with guardrails to pick a tool or agency and get measurable outcomes.

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AI Voice & Chat AgentsOctober 1, 202610 min read

How to Automate Follow Up Boss with AI Calling

A practitioner build guide for Follow Up Boss AI calling: stack, routing, consent, booking, and CRM sync. Designed for Vancouver SMBs evaluating an AI automation agency.

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AI Voice & Chat AgentsSeptember 30, 20269 min read

Lynkme AI Sales Assistant Demo: From DMs to Booked Installs

How we scoped and built a proof-of-concept AI sales-assistant demo for Lynkme that turns social DMs into booked demos using draft-only replies, scoped deletes, and a clear path to production.

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AI Voice & Chat AgentsSeptember 30, 20269 min read

Follow Up Boss AI Calling: Bookings with Owner Routing

Build an AI phone agent for Follow Up Boss that books to your calendar, routes by agent/owner, and handles reschedules and no-shows with webhook-safe updates.

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AI Voice & Chat AgentsSeptember 30, 202620 min read

Muse for Facebook Marketplace: Automate Messages (2026)

Set up Muse for Facebook Marketplace: enable it, connect Messenger and automate replies in 15 minutes, with approval rules that keep you in control.

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AI Voice & Chat AgentsSeptember 29, 20269 min read

Follow Up Boss AI Calling: TCPA/DNC Compliance Guide

How we automated Follow Up Boss calling with TCPA/DNC gates, consent logging, warm transfers, and booking guards so calls and logs sync without false bookings.

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AI Voice & Chat AgentsSeptember 28, 20268 min read

Follow Up Boss AI Calling: Scope, Cost, Timeline

What it takes to automate Follow Up Boss with an AI dialer: the production stack we shipped, real gotchas, and honest scope, cost, and timeline to hire an agency.

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AI Voice & Chat AgentsSeptember 24, 202612 min read

JustCall vs Aircall vs Twilio: Follow Up Boss AI Dialer

Compare JustCall vs Aircall vs Twilio for a Follow Up Boss AI dialer. See how we wire bookings, stay TCPA safe, and keep CRM writebacks clean.

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AI Voice & Chat AgentsSeptember 22, 20268 min read

AI Phone Agent Booking: How to Prevent False Appointments

What we built to make AI phone agents book accurately: calendar holds, SMS or email verification, DNC scrubbing, and human fallback. Real guardrails from production.

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AI Voice & Chat AgentsAugust 29, 20268 min read

AI Post-Purchase Coach Demo for ZTH Training

How we built a post-purchase AI coach demo for ZTH Training that qualifies buyers and books upgrade calls. A fast demo de-risks scoping and accelerates buy-in.

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AI Voice & Chat AgentsAugust 16, 202612 min read

AI Voice Receptionist: How to Do Warm Transfers and Routing

We built AI voice receptionists with warm transfer, live-agent routing, on-hold queues, and failover to voicemail or SMS. This guide shows the exact call control patterns and gotchas we solved.

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AI Voice & Chat AgentsAugust 15, 202611 min read

AI Voice Receptionist Scripts: Call Flow Examples

Proven AI voice receptionist scripts and call flows we run in production: triage, qualify, and warm transfer with guardrails. Includes templates and build steps.

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AI Voice & Chat AgentsAugust 14, 202611 min read

AI Voice Receptionist After Hours: Overflow + Warm Transfer

How we build after-hours and overflow call answering with warm transfer and safe failover, so missed calls stop losing leads.

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AI Voice & Chat AgentsAugust 12, 202612 min read

What kind of teams use RingCentral AI receptionist: setup

What kind of teams use RingCentral AI receptionist and how to set it up for live transfers, after-hours voicemail, and searchable call recordings.

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AI Voice & Chat AgentsAugust 3, 202610 min read

AI Dialer for Real Estate: Call and Qualify Your Backlog

We built a production AI dialer for real estate: CRM-synced calls, guardrails, and quota-pauses. In production it processed 3,130 leads and 5,573 calls with no new false bookings after our fix.

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AI Voice & Chat AgentsAugust 3, 202613 min read

Build an AI phone agent that can book appointments

Build an AI phone agent that can book appointments. Holds, confirmations, and CRM writebacks power an automated phone booking system without duplicates.

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AI Voice & Chat AgentsJuly 30, 202610 min read

How to Set Up an AI Voice Receptionist

A proven way to answer calls, qualify, and book directly into your calendar or CRM. Off-the-shelf vs platform vs custom builds, and the production guardrails that make it safe.

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AI Voice & Chat AgentsJuly 28, 202610 min read

How to Migrate to an AI Dialer at Scale

A practical, production-proven migration playbook for replacing an outbound dialer with an AI calling system that qualifies large lead backlogs without burning human dialer hours.

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AI Voice & Chat AgentsJuly 27, 202612 min read

How to Run Outbound AI Calling at Scale for Lead Backlogs

We built a production AI dialer that handled a 3,100+ lead backlog, qualified leads, left voicemails, and booked or disqualified contacts while preventing false bookings and vendor overage. This guide covers the engineering, checks, and gotchas.

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AI Voice & Chat AgentsJune 19, 202610 min read

How to Productize an AI Agent Kit for Ecommerce

We packaged a localized ecommerce AI-agent starter kit that demos real workflows without building platform adapters upfront. Here is how we gated adapters behind LOI and shipped fast.

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AI Voice & Chat AgentsJune 10, 202612 min read

How to Automate Instagram DM Responses (And Turn Your Inbox Into a Lead Pipeline)

Instagram DM automation classifies each message by intent, sends personalized replies from dynamic templates, and syncs qualified leads to your CRM. A wholesale real estate educator with 200+ daily DMs recovered 2,160 hours a year and lifted DM-to-enrollment conversion 30% with this system.

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AI Voice & Chat AgentsJune 9, 202614 min read

How to Automate Follow Up Boss Lead Calling With an AI Voice Agent (Work Every Aged Lead Without an SDR)

Follow Up Boss holds your leads but will not call them. Here is the system that dials your WATCH-stage leads with an AI voice agent, classifies every call, and writes the disposition back to Follow Up Boss automatically. Built for Jason Ifraimov.

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AI Voice & Chat AgentsJune 5, 202610 min read

How to Build a WhatsApp AI Bot for Your Business (Lessons From Two Live Builds)

What a WhatsApp AI bot can actually do in 2026, what it costs, and how to build one that customers trust. Real lessons from two production bots we run: an internal sales assistant answering questions across 110 hotels, and a customer-facing sales bot that qualifies leads and hands off to checkout.

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AI Voice & Chat AgentsApril 8, 20263 min read

AI voice agents actually work now (here is the prompt structure that does it)

After building voice agents on ElevenLabs and Vonage for real estate, sales, and inbound, here is the prompt architecture that makes them sound like a person.

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AI Voice & Chat AgentsJanuary 15, 20265 min read

How to set up OpenClaw to deploy your AI agent (2026 guide)

The fastest path from a working prompt to a deployed AI agent your team can actually use. The stack choice, the wiring, and the gotchas that bite first-timers.

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AI Voice & Chat AgentsJanuary 2, 20264 min read

Can AI respond to customer inquiries instantly and accurately?

Yes, for a specific shape of inquiry. The architecture, the accuracy benchmarks, and the categories of inquiry you should never automate.

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Other topics

Operations & Admin Automation59CRM & Pipeline Automation55Automation Strategy & ROI34Reporting & Analytics32Marketing & Content Automation17Document & Data Extraction15Sales & Outreach Automation12Industry & Local Guides10AI Search & SEO5

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