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The Chanl Blog

Insights on building, connecting, and monitoring AI agents for customer experience — from the teams shipping them.

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215 articles · Page 3 of 18

Solo operator at a dusk co-working desk, headset on, four monitors showing a calm waveform, a CRM record, and a qualification rubric filling in field by field, terra cotta palette.
Voice & Conversation·11 min read read

How to Build a Voice BDR That Qualifies (BANT as a State Machine)

Most AI SDRs ask 'tell me about your business' and dump benefits. Here's how to encode BANT as tool calls, score live, write to Salesforce, and exit politely.

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A clean late-evening desk, a phone resting after a call, a single line crossed out on a notepad. Calm, no triumph.
Security & Compliance·13 min read read

Build a Save-Desk Voice Agent That Won't Get You Sued

FTC click-to-cancel was vacated. State laws still bite. The cancel-first architecture, one-shot offers, and audit trail for a save-desk voice agent.

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A customer at a kitchen counter, phone in hand, gentle window light. A single product card on the screen, a thoughtful pause.
Operations·10 min read

How to Build a Cart Recovery Agent (and When to Send Nothing)

Most cart-recovery flows are three discount emails. A real recovery agent decides why the customer left, picks the right channel, caps the discount to protect margin, and sometimes sends nothing at all. Here is how to build it.

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Warehouse worker placing a return box on a conveyor in late afternoon light
Operations·12 min read

Build a Returns Voice Agent That Can't Refund Itself Broke

Returns are 60% of peak ecommerce contact volume. Most voice agents will refund $4,000 on a prompt injection. Here's how to build one that physically can't.

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Quiet Morning Kitchen With a Phone Face Up on a Wooden Counter Showing a Single Calm Notification Next to a Coffee Cup in Soft Terra Cotta Light
Operations·11 min read read

Build a Nurture Agent That Decides Not to Send

Most nurture sequences are 14 emails on a calendar. The fix is an event-triggered agent whose most valuable action is wait. Here's the worker.

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Warm clinic waiting room at golden hour. An elderly patient holds a phone gently, eyes calm. A nurse passes softly in the background. Teal and copper palette.
Security & Compliance·12 min read read

How to Build a Healthcare Appointment Voice Agent (FHIR, 270/271, HIPAA)

Most voice AI tutorials stop after hello. The real build: identity verification, FHIR slots, 270/271 eligibility, A2P SMS, escalation, with HIPAA gates intact.

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A parent on the phone with a hand on a sleeping child's forehead at dawn. Quiet, attentive, calm.
Security & Compliance·12 min read

Building an AI Nurse Line Without Practicing Medicine

Health systems pay $20-30 per nurse-line call. AI is the obvious cost play, but every triage agent raises a malpractice question. Here's the safe architecture.

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An ID Card Propped Against a Notebook on a Quiet Desk at Evening, Two Hands Tilting a Phone Down to Photograph It
Security & Compliance·12 min read

Build a KYC Voice Agent: 4-Minute Account Open, 5-Year Audit Log

Voice collects name, DOB, SSN. SMS hands the camera the rest. OFAC screens before the next word. Architecture of a KYC voice agent that survives a BSA exam.

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Soul-style watercolor of a small-town pharmacy at dusk, a patient stepping out with a paper bag, golden-amber palette
Security & Compliance·13 min read

Build a Pharmacy Refill Voice Agent (NCPDP, DEA, 60-Second Refill)

Build a voice AI for prescription refills that respects DEA Schedule II, handles NCPDP refill-too-soon rejections, and routes the right calls to humans.

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A young couple at a kitchen table at golden hour, looking at a listing photo together on a phone face-up between them.
Operations·12 min read

How to Build a Real Estate Showing Voice Agent (MLS, Lockboxes, TCPA)

Build a real estate voice agent that pulls live MLS data, parses showing instructions, books tours, and sends lockbox codes at the right time.

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Watercolor Illustration of a Late-Night Developer Desk with Two Monitors. One Shows a Chat Window Where the Bot Says 'I Don't Know This One. Let Me Get Pat in Support.' The Other Shows a Dashboard with Two Columns Labeled Raw Deflection and Resolved Deflection, the Second Column Visibly Smaller.
Knowledge & Memory·13 min read read

How to Build a Tier-1 Chat Agent That Resolves (Not Just Deflects)

Bots claim 40% deflection; re-contact data says half is fake. Build the architecture that cuts tickets: auth-gated KB, calibrated confidence, escalation with context.

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A Warm Desk at Golden Hour With a Phone Showing a Missed Call Notification Next to an Open Notebook
Voice & Conversation·11 min read

How to Build an AI Voicemail Agent That Gets a Callback (AMD, TCPA)

Eighty percent of B2B calls hit voicemail. Most AI dialers get blocked. Here's the AMD plus synthesis plus inbound callback pipeline, with TCPA baked in.

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