AI Operations Launch™ / Orvantis Request dossier
Sheet 01 / 08

General arrangement

Fig 01 Scale — NTS · Rev D
Orvantis Intelligence Framework No. 03 Installed in 30 days

Every call answered.
Every lead followed up.
Every conversation on record.

AI Operations Launch™ wires voice, WhatsApp and web chat into one intelligent operations system — every enquiry qualified, booked or handed to your staff, captured to CRM, and summarised to you daily. Designed, built, connected and measured in thirty days, for growing businesses anywhere.

Request the framework dossier Read the schematic
FIG 01 The full system, drawn as one schematic
CALL WHATSAPP WEB CHAT AI OPERATIONS CORE QUALIFY · BOOK · HAND OVER · LOG BOOKED — CALENDAR CONFIRMED FOLLOWED UP — ON SCHEDULE HANDED TO STAFF — WITH CONTEXT SUMMARISED — DAILY 07:30
Sheet 02 / 08

Site conditions — where conversations go to die

Survey Illustrative ranges

Most businesses don't lose customers to competitors. They lose them to silence — the ring that times out, the WhatsApp read at midnight and forgotten by morning, the lead that was “definitely going to be called back.” Before anything is built, the framework surveys exactly where your conversations leak.

COND 01 — UNANSWERED

25–40%

of calls to small businesses ring out or land in voicemail during working hours.

Illustrative industry range
COND 02 — FIRST RESPONDER WINS

~78%

of buyers choose the business that responds to them first — speed is the sale.

Widely cited · directional
COND 03 — DECAY CURVE

5MIN vs 24HRS

a reply inside five minutes is dramatically more likely to qualify a lead than one the next day.

Illustrative · response-time studies
COND 04 — FOLLOW-UP FATIGUE

1×

many teams attempt exactly one follow-up before a lead is quietly abandoned.

Illustrative industry pattern

Figures above are clearly-labelled illustrative ranges from public industry surveys — directional, not guarantees, and not your numbers. Week 1 of the framework establishes your baseline before anything is wired.

Sheet 03 / 08

The orchestration — one system, every channel

Fig 02 Live routing

Not eight tools. One system with eight modules. Every conversation — spoken, typed or missed — enters the same qualification core, exits as an outcome, and writes itself to CRM. Select a scenario to watch the routing.

FIG 02 Orchestration diagram — packets trace the active scenario
VOICE AGENTCALLS · 24/7 WHATSAPP AGENTSALES & SUPPORT WEB CHATON-SITE CAPTURE QUALIFY & ROUTEPLAYBOOK-GOVERNED CORE BOOKINGCALENDAR-CONFIRMED STAFF HANDOVERHUMAN IN THE LOOP CRM CAPTUREONE RECORD OF TRUTH DAILY SUMMARYEXECUTIVE DIGEST TO OWNER07:30 LOCAL
Active route Standing line Message packet FIG 02 — NUMBERS KEY TO STEPS BELOW

  1. VOICE A customer calls at 19:42. No one is free. The voice agent captures the call before it rings out — name, need, number.

  2. CALLBACK Inside sixty seconds the system calls back, apologises for the miss, and picks the conversation up mid-thought.

  3. BOOKED The caller wants Thursday. The agent checks the live calendar and confirms 10:30, with a reminder set.

  4. LOGGED The booking, transcript and outcome write back to CRM automatically. Nothing to type up.

  5. SUMMARISED Tomorrow at 07:30 this appears in your daily summary: one line, one outcome, zero surprises.

MODULES Eight modules, one bill of materials
MOD 01

Voice agent

Answers, captures and calls back — so a ringing phone is never a lost customer, including nights and weekends.

24 / 7Callback ≤ 60 sec
MOD 02

WhatsApp sales agent

Where your customers already are. Prices, availability, catalogue answers and gentle closing — in your voice, on your rules.

Sales + supportOn-brand tone
MOD 03

Web chat

Turns anonymous site visits into named conversations — every question answered while interest is still warm.

On-siteNamed leads
MOD 04

Lead qualification

Every enquiry scored against your playbook — budget, timeline, fit — so your attention goes where the revenue is.

Playbook-governedScored
MOD 05

Booking & follow-up

Live-calendar appointments with confirmations and reminders — and follow-up sequences that never let a lead age out.

Live calendarSequenced
MOD 06

CRM capture

Every conversation, from every channel, in one record of truth — transcripts, outcomes, next actions. Zero copy-paste.

100% loggedOne schema
MOD 07

Staff handover

Rule-governed escalation: complaints, big deals and “I want a human” go straight to your team — with full context attached.

Rules R-01–R-06Full context
MOD 08

Daily executive summary

Every morning at 07:30: what happened, what was booked, who needs you, what needs a decision. One page, no dashboard safari.

07:30 dailyOne page
Sheet 04 / 08

Programme — thirty days, four weeks, one cutover

D01–D30 Scale 1 tick = 1 day
Week 1 — Map

Know the terrain before you build on it.

D01 – D07

No AI is switched on in week one. We map how conversations reach you today, write the playbook that will govern every agent, and you sign the blueprint before a single wire is run.

D01

Kickoff & access — numbers, inboxes, calendars, current CRM state.

D02

Conversation audit — where calls, chats and messages arrive, and where they die.

D03

Channel inventory — phone lines, WhatsApp numbers, site chat entry points.

D04

Playbook drafting — offers, prices, FAQs, tone of voice, hard boundaries.

D05

Handover workshop — what AI may do, what staff must own. Rules R-01–R-06.

D06

CRM field map — one schema for every conversation, agreed with your team.

D07

Blueprint sign-off — the sheet set you approve before build begins.

Week 2 — Build

Assemble the agents against the approved drawing.

D08 – D14

Each module is built and tested in isolation, in your voice, against your playbook — nothing improvised, nothing generic.

D08

Voice agent build — greeting, capture and qualification script.

D09

WhatsApp agent build — sales flows, catalogue answers, closing patterns.

D10

Web chat build — on-site capture wired into the same core.

D11

Qualification logic — scoring, routing and disqualification rules.

D12

Booking flows — live calendar, confirmations, reminder cadence.

D13

Summary engine — the daily digest template and its attention thresholds.

D14

Internal test pass — scripted scenarios run against every agent.

Week 3 — Connect

Wire it into one system. Then rehearse it.

D15 – D21

Modules become an orchestra. CRM sync goes live, staff practice receiving handovers, edge cases are drilled — then a supervised cutover, channel by channel.

D15

CRM sync live — every conversation writes one record, automatically.

D16

Handover wiring — alerts, context bundles, escalation paths.

D17

Staff rehearsal — your team practices taking over mid-conversation.

D18

Edge-case drills — the angry caller, the double booking, the out-of-scope ask.

D19

Failover checks — quiet hours, no-answer paths, channel outage behaviour.

D20

Soft launch — live on one channel, monitored end to end.

D21

Full cutover — all channels live, under supervision.

Week 4 — Measure

Prove it with numbers. Then hand you the keys.

D22 – D30

A live system is not a finished system. Week four measures every target set in week one, tunes the playbook on real transcripts, and ends with your team owning their lane.

D22

Live monitoring — every conversation reviewed daily by the launch team.

D23

Response-time audit — measured against the ≤ 60 second target.

D24

Handover review — did the right conversations reach humans?

D25

Playbook tuning — answers sharpened from real transcripts.

D26

Follow-up sequences on — no lead ages past its window.

D27

Summary calibration — the digest tuned to what you actually decide on.

D28

Owner walkthrough — dashboards, rules and override controls.

D29

Team sign-off — staff own their lane, confidently.

D30

Handover & measurement sheet — baselines, targets, the next sixty days.

Sheet 05 / 08

Control logic — your staff stay in the loop

Fig 03 · 06 Rules R-01–R-06

Automation without judgment is a liability. The framework's most important drawings are the ones that decide when the AI must stop talking — written with your team in week one, rehearsed in week three, audited in week four.

FIG 03 Handover decision tree — every branch ends in the CRM
CONVERSATION IN PROGRESS CUSTOMER ASKSFOR A HUMAN? WITHIN PLAYBOOKSCOPE? HIGH-VALUE ·COMPLAINT ·COMPLIANCE FLAG? AGENT RESOLVESBOOKS · ANSWERS · FOLLOWS UP STAFF HANDOVERWITH FULL CONTEXT LOGGED TO CRM — ALWAYS
RULES The handover rulebook
  1. R-01
    Human on request“Can I talk to someone?” ends the automation instantly — no persuasion, no friction.
  2. R-02
    Out of scope, out of handsAnything the playbook doesn't cover is escalated, never improvised.
  3. R-03
    Complaints go to peopleNegative sentiment or complaint language routes to a named team member with context.
  4. R-04
    Big deals get a personEnquiries above your value threshold are flagged for personal attention within the hour.
  5. R-05
    Compliance topics are off-limitsLegal, medical, financial-advice territory: captured, never answered by the agent.
  6. R-06
    Quiet hours honouredOvernight handovers queue with full context for the first person in — customers are told exactly when.

The rulebook is yours to change. Every rule is versioned in the sheet set and re-tested after every edit.

FIG 06 The human in the loop — the person rules R-01–R-06 exist to protect
A staff member wearing a telephone headset at the front desk of a small business, mid-conversation with a customer — the moment a handover lands with full context.
FIG 06 — PHOTOGRAPHIC PLATE · INSERTED REV D GENERATED IMAGERY — NO REAL PERSON DEPICTED · DUOTONED TO SHEET PALETTE
Sheet 06 / 08

Deliverables — what lands on your desk

Fig 04–05 Static UI — spec render

You don't receive “an AI.” You receive an operations habit: a one-page summary that starts your morning, and a CRM that fills itself. Rendered below to specification.

Spec render — static UI, drawn in code
Spec render — static UI, drawn in code
  • SPEC 01The framework dossierThe full 30-day sheet set — programme, module specs, and the questions we'll ask in week one.
  • SPEC 02Agent playbooksYour offers, tone and boundaries, written down — the constitution every agent obeys.
  • SPEC 03Handover rulebookRules R-01–R-06, versioned, rehearsed with your staff and yours to amend.
  • SPEC 04CRM field mapOne schema for every conversation, mapped to your existing CRM — or a clean one, stood up.
  • SPEC 05Measurement sheetWeek-one baselines, week-four results, and targets for the sixty days after we leave.
  • SPEC 06Override controlsPause any agent, any channel, any time — one switch, no ticket, no waiting.
Sheet 07 / 08

Performance targets — what the system is built against

T-01–T-04 Design targets

These are not promises pulled from the air — they are the engineering targets the system is designed, tested and measured against in week four, on your numbers, in writing.

≤60SEC

Target T-01

First response on any channel, at any hour — including the callback that rescues a missed call.

0

Target T-02

Conversations lost. Every contact is captured, answered or escalated — and always recorded.

100%

Target T-03

Of qualified leads receive scheduled follow-up until they decide — never abandoned after one attempt.

07:30

Target T-04

Your daily summary lands before your first coffee — every morning, one page, decision-ready.

Targets are verified against your week-one baseline during week four, and recorded in the measurement sheet (SPEC 05).

Sheet 08 / 08

Engagement — request the framework dossier

Form F-01 Response ≤ 2 business days

Thirty days from now, your phone could be the most reliable employee you have.

The dossier is the full sheet set behind this page: the 30-day programme in detail, module specifications, the handover rulebook template, and the exact questions we'll ask in week one. Read it with your team; if it fits, we scope your launch.

AI Operations Launch™ is delivered by Orvantis Intelligence — measured, human-governed, built to compound.

No obligation · No retainer required Delivered remotely, anywhere — your channels, your time zone Prefer email? kwakyehannah@gmail.com
Form F-01 — Dossier requestRev C
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