AI RECEPTIONIST EXPERIMENT DECISION PACKET

Status
Decision-support only. No spend, phone number, voice platform, live call, outreach, CRM, booking, pricing, customer data, prospect data, or client deployment is approved.

Current proof
- AI Receptionist Offer
- AI Receptionist Call Flow Risk Checklist
- AI Receptionist Home Services Demo Script
- AI Receptionist Mock Demo Page
- AI Receptionist Home Services FAQ Tree
- AI Receptionist Niche Selection Scorecard
- Full-stack plus scorecard Aibert review packet prepared in Work Queue proof

Still blocked
- Phone numbers
- Twilio, Vapi, Bland, Air, ElevenLabs, or any other voice-platform setup
- Live inbound or outbound calls
- SMS, email, voicemail, calendar, CRM, booking, ClickUp, or form writes
- Real customer or prospect data
- Pricing, guarantee, refund, availability, license, insurance, credential, emergency-response, or service-area promises
- Customer-facing launch as a live service
- Real prospect research, scraping, outreach, spend, paid tool research, or account setup

Decision options

Option A: Mock demo page
- Status: built as a local no-send/no-spend preview asset
- Shows what a fictional AI receptionist handoff could look like
- Best when Matt wants visual proof before choosing tools

Option B: Niche-specific FAQ tree
- Status: built as a local no-send/no-spend preview asset
- Shows how broad home-services inquiries could be sorted before human review
- Best when Matt wants to test commercial usefulness by branch

Option C: Niche selection scorecard
- Status: built as a local no-send/no-spend decision aid
- Compares HVAC, plumbing, cleaning, roofing, landscaping, and handyman
- Current safer first-review recommendation: cleaning or landscaping

Option D: Internal reviewer pass
- Status: current full-stack plus scorecard Aibert review packet prepared
- Ask Aibert for clarity, safety, best next-step path, and whether Vern should do a second visual review

Option E: Hold
- Park the lane until Matt approves phone workflow research, tool comparison, real prospect review, or live-pilot planning

Recommended next step
Use the full-stack plus scorecard Aibert review packet for a website/content QA pass if Matt/Lola wants VA review sent. Until then, keep this as local completed evidence.

Why
- The lane now has concrete reviewable assets without spend
- No real calls, customers, prospects, CRM writes, or phone tools are involved
- Aibert can judge clarity before Matt considers any real-world pilot
- The scorecard keeps first-niche selection out of high-risk HVAC/plumbing claims until language is tighter

Lola can continue locally only if the work remains:
- no spend
- no phone setup
- no voice-platform account setup
- no live call handling
- no outreach
- no real customer or prospect data
- no CRM, form, booking, email, SMS, calendar, ClickUp, Discord, Telegram, or task mutation
- no pricing, guarantee, refund, availability, license, insurance, credential, emergency-response, or service-area promises

Matt approval required before:
- researching or choosing paid voice tools for implementation
- buying or connecting numbers
- creating a live demo tied to a real business
- sending externally
- publishing a live-service claim
- using real leads, customers, companies, or prospect records
- scraping/list building
- CRM/form/calendar/ClickUp writes

Evidence needed before any live pilot
- Aibert pass/needs-edits result
- visual review issues, if any
- whether Vern should do second review
- one approved niche focus
- exact service boundaries
- human handoff owner
- maximum monthly spend Matt would approve
- exact tool/account path
- rollback and shutdown plan