Identify plan coverage, equipment context, and eligible maintenance windows before creating a visit.
Last updated: June 21, 2026
Clear operating rules
These pages explain how the service is intended to be used and how customer data is handled inside VoxsAgents.
Illustrative product workflow—not a verified customer result. It does not claim a conversion, revenue, cost-saving, or performance outcome.
Maintenance-plan callers may request repairs or services that need dispatch review rather than a routine slot.
Confirm account, property, equipment, and requested service.
Separate routine maintenance from repair or safety concerns.
Offer an eligible appointment or create a dispatch-review task.
Do not promise coverage or pricing without verified account data.
Escalate configured safety hazards.
Read back address and appointment window.
Routine visits booked
Dispatch reviews created
Coverage corrections
This page is original VoxsAgents workflow analysis based on product behavior, failure-path review, and the official references below. It is not an empirical customer outcome study.
Treat these steps as a test plan. Adapt the fields, routing, permissions, and failure handling to the business before launch, then review real calls for errors and unintended behavior.
Read the evidence and methodology policy for the standard required before publishing customer outcome claims.
