Prepared for: Credit Clean Australia (CCA)
Prepared by: Agento AI
Date: August 10, 2026
Agento AI proposes to custom-develop the Credit Clean Australia Retell AI Receptionist - an intelligent inbound voice system designed to become the first point of contact for callers across multiple stages of the Credit Clean Australia customer journey.
Credit Clean Australia has already invested significant time developing the logic, scripts, objection handling, workflows, and internal systems required to deliver a structured customer experience.
The challenge is turning that process into a production-ready AI system that can reliably execute it at scale.
CCA's previous experience with staff and AI development has highlighted the same underlying problem: having a detailed process is not enough if the person or system executing it does not consistently follow the correct conversational logic.
The new Retell AI Receptionist will combine Jordan's existing business logic with Agento AI's voice-agent development, integration, testing, and production optimization experience.
A custom Retell AI voice agent supported by multiple integrations and automation workflows.
The agent will operate as CCA's intelligent inbound front door.
When somebody calls, the system will:
TECH INDUSTRY
Their AI has been successfully handling our billing calls for +7 months.
Some of our customers have messaged us to say its the best AI support they have ever spoke with
LEGAL INDUSTRY
It’s been a great pleasure working with Agento AI.
They are very knowledgeable and experienced in AI-generated communications.
We consider Agento AI to be a valued & trusted partner.
FINANCIAL SERVICES INDUSTRY
Agento AI developed several solutions for us that have helped our business become more systematic and efficient.
They take the time to really understand the goal and offer solutions to get there.
We plan to continue to work with Agento AI and would recommend them to anyone who is looking to optimize systems in their business.
HEALTHCARE INDUSTRY
Agento AI exceeded my every expectation and went above and beyond to come up with a solution for my somewhat complex request.
Not only was the service thorough and timely but the customer service was superb.
Agento ensured my needs were understood and followed up with me consistently throughout the entire process.
I highly recommend them for any of your automation needs!
CCA already has:
During our Zoom call, several problems were demonstrated with the existing Retell agent.
The agent:
CCA has previously operated with:
Today, the business is operating with Jordan and his partner while Jordan rebuilds the backend systems required to scale efficiently.
The Retell AI Receptionist is one of those core systems.
The objective is to build the infrastructure first so CCA can increase advertising and inbound volume without rebuilding a large manual call-handling team.
CCA's current temporary phone process uses a basic IVR-style workflow that can collect a caller's name and send a link by text.
While useful as an interim solution, it does not replicate what an experienced appointment setter or receptionist can do in a live conversation.
A caller who has actively searched for credit-repair assistance represents a high-intent opportunity.
The goal is to engage them while they are on the phone rather than sending them away to complete the process themselves wherever possible.
CCA previously created highly structured decision-tree processes to make it easier for staff to handle calls correctly.
Despite having clear scripts and step-by-step guidance, staff did not always:
This creates inconsistency and makes scaling through additional headcount unattractive.
CCA's inbound callers are fundamentally different from cold outbound leads.
They have typically:
This creates a valuable conversion opportunity.
CCA previously used appointment setters to:
CCA has since improved its online booking process and reduced the initial assessment price to $39.95, allowing customers to book and pay directly online.
However, there will continue to be customers who prefer to call.
The AI checks the incoming phone number against HubSpot and retrieves relevant information.
The AI determines which of CCA's five primary caller types applies.
The caller is handled based on their current relationship with CCA rather than being forced through a generic receptionist script.
Qualify, book, send payment link, recover enquiry, answer questions, transfer, or capture third-party requests.
After the interaction, the appropriate HubSpot fields, notes, tasks, emails, and call summaries are updated automatically.
The AI checks the incoming phone number against HubSpot. Where a record exists, the system retrieves relevant information including:
● Caller/client name, current pipeline, deal stage, existing booking information, relevant payment information, case information, and other approved properties required for that call type.
Depending on the caller, the AI may:
● Qualify the enquiry, book an assessment, send the $39.95 payment link, recover an incomplete enquiry, answer an approved payment-plan question, reschedule an appointment, check Jordan's availability, transfer the caller, escalate a request to the appropriate case manager, capture a third-party request, or send an email or SMS.
The AI Receptionist will identify and manage five primary caller categories.
A new caller who is not currently found in HubSpot and is enquiring about their credit file.
Primary objective: Qualify the enquiry, book the appropriate assessment, and collect the $39.95 assessment fee.
The AI Receptionist will perform the role previously handled by appointment setters.
The AI will:
The AI will never guarantee that negative credit information can be removed.
It will explain the process using CCA-approved wording and maintain the appropriate distinction between:
For existing credit-restoration clients, the system will use their HubSpot information and current case context to avoid unnecessarily asking questions CCA already has answers to.
Primary objective: Identify what the client needs, review the available approved information, and ensure requests requiring their case manager are moved into CCA's written case-management process.
Where permitted, the AI can:
CCA's case managers work primarily in writing because credit-restoration cases depend heavily on documentation and accuracy.
The AI Receptionist will reinforce this process while helping clients receive a clear next step instead of simply being told somebody will call them back.
A prospect who previously enquired but did not complete the $39.95 assessment payment.
Primary objective: Use information already stored in HubSpot, resume the conversation intelligently, overcome relevant objections, and recover the assessment booking where possible.
If the caller previously contacted CCA but did not complete the assessment payment, the AI will recognize them from HubSpot.
Rather than restarting the entire qualification process, the agent will:
This creates a significantly more personalized experience than treating returning prospects like completely new enquiries.
A caller who has already paid for their assessment, has a booking, has completed an assessment, is on a payment plan, missed an appointment, or otherwise sits within the CFA & Investigation pipeline.
Primary objective: Understand their current stage and provide the correct next action without unnecessarily restarting the process.
The CFA & Investigation pipeline contains multiple caller scenarios.
The AI will use the caller's deal stage to determine the correct workflow.
Using approved HubSpot data, the AI may provide information such as:
The AI will only provide information supported by the underlying CCA records and approved calculations.
It will not invent financial information.
Where the agreed flow requires it:
A third party contacting CCA in relation to an existing client's dispute, complaint, investigation, or legal matter.
Examples may include:
Primary objective: Identify who is calling, identify the relevant client/matter, capture the request accurately, explain that applicable case-management communication is handled in writing, and send the required information to the appropriate person.
The AI will:
This prevents Jordan or case managers from being interrupted by calls that should be handled through CCA's documented written process while ensuring legitimate external requests are not lost.
The AI Receptionist will be integrated into CCA's existing operating environment.
HubSpot will act as a core source of context.
Depending on the caller journey, the AI may read or update:
Calendly will be used to:
For new enquiries, there will be one approved assessment offer:
The AI must not introduce old, alternate, or unapproved assessment prices.
Where required by the final implementation:
Automated communication may include:
The 77-page implementation specification will be used during development, but the production experience should feel simple to the caller.
The AI will be designed to:
The AI will not aggressively prevent callers from reaching a human.
Instead, it will explain its role briefly and help the caller reach the appropriate next stage.
Where a human transfer is not appropriate, the AI will clearly explain the correct communication process.
The AI will:
Every call will leave CCA with a complete digital record.
After each call, the system will:
A summary of every call will also be emailed to Jordan using the agreed internal process.
This gives CCA full visibility even when the AI resolves the call without human involvement.
Building the initial AI agent is only the first stage.
Real callers behave differently from test scripts.
They:
This is why the first six months include active production optimization.
Agento AI will:
The objective is continuous improvement toward a highly reliable production system rather than simply delivering a first version and walking away.
Review Jordan's full implementation specification, existing Retell build, HubSpot structure, Calendly/payment configuration, Aircall/transfer requirements, and email/SMS workflows.
Estimated duration: 2 weeks. Build primary Retell architecture, implement caller identification, five primary caller paths, conversational guardrails, objection handling, booking/payment flows, and all client workflows.
Estimated duration: ~1 week. HubSpot lookup/update logic, Calendly booking, payment-link automation, email/SMS workflows, Aircall/live-transfer functionality, post-call summaries and internal alerts.
Agento AI internal testing, Jordan/CCA testing, edge-case testing, integration validation, and final script and wording adjustments.
Controlled production launch, review live calls, refine conversation behavior, increase traffic as performance is validated, and continue optimization throughout the six-month managed-service period.
Out of +200 Retell Solution Partners worldwide.
Across inbound reception, intake, qualification, transfer, booking, and support use cases.
Voice AI systems collectively handling tens of thousands live calls per day.
With deep knowledge of conversation architecture, LLM selection, voice performance, telephony, integrations, and cost control.
A continuous optimization approach based on real production conversations - not test calls alone.
Paisd in milestones:
At the development milestone, Agento AI will provide CCA with visibility into the progress made before the remaining development balance is paid.
Estimated delivery: 2–4 weeks
Agento AI provides a delivery guarantee:
If the agreed initial solution is not delivered within 6 weeks, and the delay is not caused by:
CCA will be entitled to the agreed money-back guarantee on the development engagement.
The primary objective remains quality rather than simply hitting the earliest possible delivery date.
The solution is being developed specifically for Credit Clean Australia.
CCA will retain the ownership rights to the completed system.
During the six-month managed optimization period, Agento AI will continue managing and improving the production system.
Following payment of the sixth and final $595 monthly optimization payment, Agento AI will complete the full system handover to CCA.
The handover will include the production system and relevant implementation materials required for CCA to retain control of its solution going forward.
This structure gives CCA both:
Retell, LLM, voice, telephony, HubSpot, Calendly, Aircall, SMS, email, payment-processing, and other third-party usage charges are separate from Agento AI's development and management fees unless expressly stated otherwise.
Where possible, the system will be designed to:
Final usage costs will depend on actual call volume, average call duration, LLM configuration, and the final production architecture.
Agento AI Support: Monday–Friday 12 Noon - 12 Midnight AEST, via Slack, WhatsApp, email, or Zoom.
2-4 business hours.
Same business day.
Within 2 business days.
Material new functionality outside the agreed scope will be separately scoped before development begins.
To avoid the scope problems experienced with CCA's previous provider:
This allows CCA to continue evolving without destabilizing a working production agent.
The current project focuses on the Retell AI Receptionist.
Once this system is stable, potential future phases could include:
Jordan currently handles the detailed credit-file assessment and investigation process after clients have booked and paid.
A future AI agent could potentially automate portions of this workflow by:
This would be scoped independently after the receptionist has been successfully deployed.
Prospects who enquire but do not immediately pay the $39.95 assessment fee could be placed into structured AI/SMS/email follow-up sequences.
Once the system is proven at CCA's current volume, it can become the foundation for increased advertising and a return to significantly higher inbound call volumes without recreating a large appointment-setting team.
Credit Clean Australia Retell AI Receptionist - Proposal