AigentLab® Field Guide

Hand
Off The
Call.

You keep the decision.
No. 22
10.01.26
Executive Summary · 01

The Core Idea

A voice agent builder turned his own phone chores into one typed sentence. A Claude Code skill reads the request, finds the businesses, pulls their numbers, and hands each call to a voice agent on Retell AI. The agent dials, works the phone menu, talks to a person, and either finishes the job or transfers the call to him. Claude reads the call logs afterward and reports what happened.

The demo

He typed one request: call three mechanics in Beckley, West Virginia, and get a quote for a brake pad replacement on a 2008 RAV4. The skill found three shops and placed three calls at once. Live call monitoring showed one call waiting on hold and two calls pressing keypad digits through automated phone menus.

On the call he played back, the shop asked for the VIN. The agent had none, asked for a ballpark price, heard no, and left a callback number in place of a quote. A human might have done no better, and the agent stayed polite and on task through an unplanned turn.

The honest scoreboard

Claude's report after the run: three calls placed, zero prices quoted, one shop promising a callback. The machine worked. The errand did not finish. Keep this gap in mind through every section below.

Why he built the caller

A DMV call. He sat on hold for more than 45 minutes, the line dropped, and he had to start over. He builds voice agents for clients for a living, so he built one for himself.

Claims made, not shown

Calls in multiple languages, hundreds of calls at the same time, negotiation on your behalf, and international dialing (his example: calling businesses in Japan). The video demonstrates three domestic calls and no negotiation.

Executive Summary · 02

One Agent. Two Jobs.

The voice agent does two things and nothing else. Every setting in the build serves one of the two.

Job one: finish the call

Transactional errands run start to finish without him: a quote, a status check, a booking, a cancellation. Backed by the press digit function, which taps keypad numbers to move through automated phone menus (IVR).

Job two: transfer to the owner

When the call needs a personal sign-off or details he prefers to give himself, the agent makes a warm transfer to his phone. Backed by the transfer call function. The prompt decides when, and only when needed.

The prompt, in five parts

01
Role
The agent is "Monica," his executive assistant, who handles calls, makes arrangements, and gets things done.
02
Rules
When to introduce herself as his AI assistant and when not to, plus how to handle specific situations.
03
Primary objective
Finish the task completely on this one call. Reach a human, handle the matter, and stay on the line until the task is resolved or every option is gone. He calls this the line making the agent fight for you.
04
Personal details
Facts the agent needs, such as his addresses. His advice: put in only what you feel comfortable storing.
05
Multi-shot examples
Sample calls: a cancellation with a refund, ordering from a pizza shop, calling a person directly, and when to transfer. He says examples raise performance and should match the calls you make most.
Executive Summary · 03

Two Variables. One Skill.

Dynamic variables hold the information changing from call to call. A pizza order and an airline call need different requests, so the prompt stays fixed and two slots change.

caller_name

Who you are trying to reach. Tell Claude to call the DMV, and Claude fills the slot with the DMV on its own.

caller_purpose

Claude condenses your full request into a short brief. The prompt tells the agent to treat the brief as a guide, not a script, and break the brief into natural spoken chunks so the call does not sound read aloud.

YOUR SENTENCE "CALL 3 MECHANICS..." CLAUDE CODE SKILL PARSE: WHO / WHY / NUMBER RETELL API OUTBOUND CALL VOICE AGENT IVR · TALK · TRANSFER CALL LOG READ AFTER THE CALL CLAUDE SUMMARY BACK TO YOU
Fig. 01 · The loop runs on the API. No webhook, no live feed. Claude reads the log once the call ends.

The skill

The Claude Code skill comes from a shared Google Doc. You paste the skill into Claude Code with your API key. The skill takes a plain language request (his examples: order a large pepperoni from Domino's, ask Qatar Airways about a flight status), pulls out three values (who, why, and the number to dial), finds the number, and places the outbound call through the Retell API. Once the call ends, the skill uses the same key to read the call log and report results.

No webhook, on purpose

He skips the agent level webhook URL. Claude never listens to live call events. Claude checks the call logs after the fact, which keeps the whole build simple.

Executive Summary · 04

Settings And Setup

Settings, as he runs them

SettingHis choice
ModelGPT 5.6, picked after his own testing
VoiceGrace, expressive mode V3, chosen for realism
FunctionsTransfer call (warm transfer to him) and press digit (IVR navigation)
Knowledge baseNone
Speech settingsDefaults
WebhookNone. Everything runs through the API.

Setup in six steps

01
Import the agent
Open the agents tab in Retell, choose import, upload his agent file, and save.
02
Buy a phone number
Outbound calls need a real number connected inside Retell.
03
Verify the account
Retell asks for business information before unlocking outbound calls.
04
Create a secret API key
Settings, API keys, add key. Use a full API key, not the public key. Name the key Claude Code and restrict permissions if you want.
05
Paste the skill
Copy the skill into Claude Code and swap his placeholder for your key.
06
Test
His last instruction. Everything else is configuration.
Spelling note

The transcript spells the platform "Retail AI." The product is Retell AI.

The Concept · Built For A New Professional's Channel

Hand Off
The Call.

Core message

You lose an hour a week to calls a script would run, and you put off the rest. Sort your calls into errands and decisions. Give the errands to a voice agent with a written brief. Keep every decision for yourself. Your calls get made the same day, and your phone rings only when the call needs you.

Target viewer

Early career, solo or junior. No assistant, no office manager, a phone list growing faster than the free time to work through the list.

Errands out. Decisions in.
No. 22
Opening Premise

The Calls Stack Up

You started the job, the apartment, the business. Now the calls stack up. Three quotes for the office move. A billing error on the internet account. A dentist reschedule. A vendor who never confirmed Thursday.

Each call takes ten minutes of work and thirty minutes of hold music, so you push each one to tomorrow. Tomorrow fills too. The standard advice says block an hour and power through. You try, and one transfer loop eats the hour.

The problem was never discipline. You treat every call as yours, when most calls are errands with a known goal and a factual answer. Errands follow a script. Scripts are delegable.

The source creator hit the same wall at the DMV and built a caller from parts you rent by the minute: a voice agent, a phone number, and one Claude Code skill. His own demo also shows the catch. Three calls went out and zero prices came back, because a shop asked a question the agent had no answer for. The build takes an afternoon. The brief is the job.

Opening question

Count last week's calls. How many needed your judgment, and how many needed only your patience?

The five moves ahead

01
Sort the calls before you build the caller
02
Write the brief before you dial
03
Give the agent a job, a limit, and examples
04
Hand off the errand, keep the decision
05
Read the log, not the summary
01
Teaching Point · 01

Sort The Calls Before You Build The Caller

An agent belongs on some calls and nowhere near others. Log one week of calls you made or avoided. Mark each one E for errand or D for decision.

An errand has a fixed goal and a factual answer: a price, a date, a status, a booking, a cancellation. A decision carries stakes you set in the moment: a negotiation over your money, a call to a client, anything needing your account details or your signature.

The source agent runs on the same split. Transactional calls run end to end. Anything needing a sign-off or personal information goes to the owner. Your log tells you which pile holds most of your week.

Your week, sorted (sample)

CallPileWhy
Get three movers' quotesEFixed question, factual answer
Reschedule a dental cleaningEKnown goal, two acceptable dates
Confirm a vendor delivery windowEStatus check
Dispute a $140 chargeDMoney plus account details
Ask the landlord about renewal termsDNegotiation with long term stakes
Call a prospect backDRelationship, your voice

Start with one errand type you repeat at least twice a month. Quotes and appointment changes win most often, because the script barely changes between calls.

Rule: build for one errand type first. A second type waits until the first one works.
02
Teaching Point · 02

Write The Brief Before You Dial

The demo stalled on one question: what is the VIN? The agent had no answer, so the call ended with a callback in place of a price. Your agent meets the same wall on every call where you skip prep.

The source skill sends two variables: who to call and why. Those two get the agent through the phone menu. They do not get the errand finished. Add five fields to every brief.

01
Have ready
The facts the other side asks for first. VIN and model year, square footage, order number, preferred dates, the address of the job.
02
Done when
The exact result counting as success. A price range plus the earliest date, or a named person and a callback time.
03
Transfer if
The moments where the call comes to you. Point 04 covers this list.
04
Never give
Details the agent refuses to share: card numbers, Social Security number, passwords, account logins.
05
Stop after
The point where the agent ends the call and logs the result. Point 03 sets the numbers.
Pre-dial test · read before you send
What are the first two questions this business will ask?
Does my HAVE READY line answer both?
If no, the call is not ready.
Rule: guess the first two questions. A brief answering neither earns a callback, not a result.
03
Teaching Point · 03

Give The Agent A Job, A Limit, And Examples

The source prompt carries three load-bearing parts: a role, a primary objective, and example calls. Keep all three. Add a limit.

Role and disclosure

One line naming who the agent is and whom the agent works for. Add a disclosure rule: the agent identifies as an AI assistant when asked, and up front wherever your state requires.

Objective

Finish the errand on this call and reach a person. The source creator credits this line with making the agent push through menus and hold queues.

Limit

The source objective tells the agent to stay on until the task is resolved or every option is gone. Without a cap, the agent burns paid minutes in a queue you would have left. Write the cap in numbers.

Stop rule · paste into the prompt
End the call and log the result after any one of these:
15 minutes on hold.
Two failed transfers inside the business.
One callback promise with a named person and a time.

Examples

Write three short sample calls from your own errand list. One clean win. One where the business needs information you lack, showing the agent asking for a ballpark and then a callback. One where the call transfers to you. Match the examples to the errand type you picked in Point 01.

Rule: no call goes out without a stop rule. Effort without a limit costs money.
04
Teaching Point · 04

Hand Off The Errand. Keep The Decision.

The transfer function is the most important line in the build. The source agent transfers when a call needs a personal sign-off or details the owner prefers to give himself. Turn the feeling into a written list.

Transfer triggers

  • The business asks for payment, a deposit, or a card number.
  • A price lands above your ceiling. Write the number in the brief.
  • The business asks for you by name.
  • The call needs your signature, login, or an ID number.
  • The other side offers a term not in your brief: a contract length, a cancellation fee, a package upgrade.

Make the handoff warm

A warm transfer means the agent briefs you before connecting the caller, so you pick up knowing the business, the quote so far, and the open question. Save the agent's number in your contacts so the transfer rings through focus modes and call screening.

Set the agent's authority

Decide what the agent agrees to without you. A reasonable starting point: confirm a date inside your listed options, accept a quote as information, and request a written estimate by email. Everything else waits for you.

The intern test

Picture a new intern on the call. If you would not let the intern agree to the term, the agent transfers.

Rule: the agent collects. You commit.
05
Teaching Point · 05

Read The Log, Not The Summary

Claude's report after the demo was honest, and still a summary. Summaries flatten the detail you need, like which shop asked for the VIN and who promised to call back.

Open the transcripts worth opening

Read the full transcript of any call ending without the DONE WHEN result. The miss is almost always in the brief: a missing fact, a vague purpose, a trigger the agent misread.

Track every call in one sheet

BusinessOutcomeNumber quotedNext actionDate
One row per callQuote, callback, no answer, transferredPrice or range, blank if noneBook, retry, wait, dropCall date

The agent hands out your callback number, so callbacks ring you, not the agent. Log each callback in the same row the moment the call ends.

Measure before you scale

Run five calls of one errand type. Write down your manual minutes per call, hold time included. Then time your own work per agent call: writing the brief plus reading the log. Keep the agent where your review minutes beat your dial minutes.

The errand ladder

Once one errand type passes, climb one rung at a time: quotes, then appointment changes, then status checks, then cancellations with a refund. Each rung gets its own brief template and three example calls.

Rule: four of five calls hit DONE WHEN before you add a second errand type.
Translation · The Call, Built

Three Quotes By Friday

A junior office coordinator needs three quotes for after-hours carpet cleaning in a 2,000 square foot office before Friday. Here is the full brief, typed into Claude once.

The brief · copy and swap your details
Call three commercial carpet cleaners near our office and get quotes.

CALLER NAME: [business name]
PURPOSE: Price to clean 2,000 sq ft of low-pile office carpet on a weekday after 6 p.m., plus the earliest available date.
HAVE READY: 2,000 sq ft. Low-pile commercial carpet. One open floor, two small conference rooms. Weekdays after 6 p.m. Parking in the rear lot.
DONE WHEN: A price or price range plus the earliest date, or a named person and a callback time.
TRANSFER IF: They ask for a deposit, a signed agreement, or a card number, or the price tops $600.
NEVER GIVE: Payment details or company account numbers.
STOP AFTER: 15 minutes on hold, two failed transfers, or one named callback promise. Log the result and end the call.

The sheet after the run (sample values)

BusinessOutcomeQuotedNext actionDate
Cleaner AQuote$340Book after manager OK10/01
Cleaner BCallbackNone yetExpect Dana by Thursday noon10/01
Cleaner CNo answerNoneRetry Thursday 9 a.m. ET10/01

The time math (planning estimate)

By hand: three calls at about 20 minutes each with hold time, roughly 60 minutes. With the agent: about 3 minutes to adapt the brief and 5 minutes to read the logs, roughly 8 minutes of your attention. Replace both numbers with your own after the first five runs.

Counterpoint

What The Video Skips

The build works. Eight gaps sit between a working build and errands you trust to run without you.

01
Three calls, zero prices.
The demo proves the agent dials, waits, and navigates menus. The demo does not prove results. One missing fact sank the call he played. The brief decides the outcome, not the voice.
02
Stay on the line has a price.
Retell bills by the minute, and hold music counts. The video never shows a bill. Price your model, voice, and phone number per minute before you send ten calls.
03
Disclosure and consent rules vary.
The FCC ruled in 2024 AI-generated voices count as artificial voices under the TCPA. Many states require every party's consent before a call gets recorded. Write your disclosure line before the first call and check your state's rules.
04
Your details live in a vendor's prompt.
The source prompt stores his addresses. Keep personal data to the minimum the errand needs. Never store card, ID, or account numbers in the prompt.
05
Hundreds at once is a claim, not a demo.
Blasting businesses from one new number earns spam labels fast. Errands come in threes, not hundreds.
06
The callback lands on you.
The agent gives out your number, so the loop closes on your phone. Plan to answer, or give a number tied to voicemail you check daily.
07
After-the-fact logs miss live moments.
No webhook means Claude learns the outcome when you ask. A callback window promised for this afternoon stays missed if nobody reads the log until tomorrow.
08
Model names age fast.
GPT 5.6 and Grace V3 are his picks today. The structure carries over to any voice platform: brief, objective, limit, transfer, log.
Closing Challenge

One Errand.
Seven Days.

Pick the call you keep pushing to tomorrow. Give the agent the errand. Keep every decision. By day seven you know your real minutes saved, and your brief gets better with every transcript you read.

Day 1
Log every call you made or dodged. Mark each E or D.
Day 2
Pick one errand type you repeat at least twice a month.
Day 3
Write the brief template: caller name, purpose, have ready, done when, transfer if, never give, stop after.
Day 4
Write three example calls: a clean win, a missing fact, a transfer.
Day 5
Build the agent. Buy a number, verify the account, connect the skill with a secret key.
Day 6
Run three test calls to a friend's phone. Then send three real errands.
Day 7
Read every transcript. Fix one line in the brief. Compare your minutes.
Send the errand.
Keep the decision.
AigentLab® No. 22
10.01.26
The Community

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