Built & shipped: AI Voice Agent for a Tax Firm

Just wrapped up an AI voice agent built with Retell + n8n.Took me around 4 days end-to-end, and it’s now handling real inbound calls.

What it does:

• Answers after-hours inbound calls

• Qualifies leads through natural conversation

• Books appointments for qualified callers

• Answers basic tax FAQs from a knowledge base

• Logs call summaries automatically into Google Sheets

This replaces a lot of manual follow-ups and missed calls, and gives the firm clean, structured data instead of messy call notes.

Big takeaway: voice agents feel simple on the surface, but getting the flow, qualification logic, and handoffs right takes real iteration.

Next step is tightening edge cases and making this repeatable for similar firms.

On to the next build

30 comments

skool.com/bbc

Make your first $5K or scale to $25K. Don’t build alone, start building profitably. 300+ automations, real frameworks, and a community that ships.

Leaderboard (30-day)

🔥

+11351

🔥

+11254

🔥

+9236

🔥

+6935

🔥

+5353