🗺️Conversation Flow
BEGIN
│
▼
GREETING ← "Hi, this is Archer from Shine On Cleans..."
├── confirms identity ───────────▶ CONSENT
├── confused who's calling ──────▶ REINTRODUCE
├── wrong person/number ───────▶ WRONG PERSON ──▶ END CALL
└── busy/not good time ────────▶ [MCP - NEEDS REWIRING] ──▶ END CALL OUTRO
REINTRODUCE
├── remembers enquiry ────────▶ CONSENT
├── doesn't want to continue ─▶ END CALL OUTRO
└── wrong person ──────────────▶ WRONG PERSON
CONSENT ← "We may record this call for quality purposes..."
├── agrees to recording ───────▶ [MCP: Get Quote] ──▶ QUOTE WALKTHROUGH
├── declines but stays ────────▶ QUOTE WALKTHROUGH
└── wants to end call ─────────▶ SOFT CLOSE
QUOTE WALKTHROUGH ← "Based on what you told us... your [plan] at [price]..."
├── positive, wants to book ──▶ BOOK SAPPHIRE
├── pushes back on price ─────▶ PRICE OBJECTION
└── wants to think about it ──▶ SOFT CLOSE
BOOK SAPPHIRE ← "Brilliant! The best next step is..."
├── gives time preference ────▶ CONFIRMATION ──▶ END CALL OUTRO
└── changes mind ─────────────▶ SOFT CLOSE
PRICE OBJECTION ← "I totally get it... let me tell you about one-time..."
├── warms up, wants Giles ─▶ BOOK SAPPHIRE
├── interested in one-time ───▶ CONFIRMATION
└── still hesitant ──────────▶ SOFT CLOSE
SOFT CLOSE ← Gentle nudge before ending
├── reconsiders ──────────────▶ BOOK SAPPHIRE
└── done ─────────────────────▶ END CALL OUTRO
END CALL OUTRO ← "Thanks so much for your time..."
└── (skip user response) ──────▶ END CALL
🔧Issues & Wiring Tasks
A) No quote data before Quote Walkthrough ✅ DONE
Archer was walking customers through their quote without fetching the actual quote data first. Fixed: MCP Get Quote node wired between Consent and Quote Walkthrough. Tested with quote #66 — data returned successfully. Next: trim response payload (see MCP & Data tab).
B) MCP misplaced on Greeting "busy" transition TODO
The existing MCP node (Get_FAQ) is incorrectly wired to Greeting's "busy/not good time" transition. When someone says "not a great time," it fires an FAQ lookup instead of gracefully ending. Fix: rewire Greeting "busy" → End Call Outro directly. Repurpose or remove the old MCP node.
C) FAQ/Knowledge should be a Global MCP node TODO
Customers might ask questions at any point ("are you insured?", "how does it work?"). The FAQ tool should be available as a Global node so Archer can call it from any conversation node, not just one specific transition.
D) Quote Walkthrough prompt needs MCP data references TODO
Now that quote data is fetched via MCP, the Quote Walkthrough prompt should reference the MCP result variables (plan name, price, visit type, etc.) rather than using generic placeholders.
E) Trim MCP quote response payload TODO
The full quote response (~68 columns inc. full HTML email) is far too large for voice agent context. Need to strip down to: customer_summary, plan_recommendation, visit_recommendation, one_time_offer, skim_view, quote_number, quote_status. See MCP & Data tab for full keep/drop list.