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Agent file

Grace

Kingsway Cleaning virtual receptionist. She answers the phone, gathers a residential booking, writes a Pending request into ZenMaid, texts the caller a confirmation link, and emails Info@ a summary with the recording. Booking is the only write. Cancel and reschedule stay in email.

Call Grace +1 (587) 844-6565
Who she is

Agent details

Name

Grace

Ayra Grace on the client guide. She greets as Kingsway Cleaning.

Shop

Kingsway Cleaning

Residential cleans. Standard, deep, move-out, and similar.

System

ZenMaid

One action: create a Pending booking request. Staff convert it later.

Team inbox

Info@

Info@kingswaycleaning.ca gets the post-call email and recording.

Goals

What this integration is for

Answer like a front desk

She gathers booking details and closes warmly. No card numbers or payment on the phone.

Write one thing into ZenMaid

A new residential booking becomes a Pending request. Not a locked calendar appointment. The office converts it when ready.

Follow up off the phone

Caller gets an SMS confirmation link. The team gets a branded email with who called, what to do next, and Listen to the call.

Architecture

What we actually built

  1. Caller hits +1 (587) 844-6565.
  2. Vapi answers as Grace for Kingsway Cleaning.
  3. She picks a path: new booking, or cancel / reschedule / question.
  4. Booking: ZenMaid Pending request + SMS to the caller + email to Info@.
  5. Cancel / reschedule / FAQ: email to Info@ only. ZenMaid is unchanged.
  6. She never takes card details on the call.

Where to click

Client test guide
deploy-grace-guide.vercel.app

ZenMaid
Pending requests → Convert to Appointment

SMS form
app.zenmaid.com/book/kingsway-cleaning

Team email
Info@kingswaycleaning.ca

Details she gathers

What she collects on a booking call

For a new residential clean she walks these fields and skips anything the caller already volunteered. Cancel and reschedule only need name, phone, and the request.

  • Name — first and last
  • Phone — confirmed in digit groups
  • Service — standard, deep, move-out, and similar
  • Home size — bedrooms and bathrooms
  • Address — street and city
  • Email — optional confirmation
  • Day and time — a concrete slot with AM/PM

Never on the call

Card numbers, full payment details, or any payment code. Pricing is handled the way Kingsway already does it off the phone if needed.

One write only

Grace cannot cancel or move an existing ZenMaid appointment from the phone. Those requests only email Info@ so the office makes the change.

How to test

Place a call, then check the system

On the phone

  1. Dial +1 (587) 844-6565.
  2. Speak like a customer. Do not say tool names.
  3. For a booking, give first and last name, a phone, service, bed/bath, address, and a day with AM or PM.
  4. For cancel or reschedule, give name and phone and the request. ZenMaid should not change.
  5. For a question, ask about supplies or a rough price. Summary email only.

After you hang up

  1. Booking → Pending request in ZenMaid · SMS to the caller · email at Info@.
  2. Cancel / reschedule → email at Info@ only · ZenMaid unchanged.
  3. Question → summary email only.
  4. Open Listen to the call in the email for the recording.
  5. In ZenMaid, staff click Convert to Appointment when they are ready. Grace does not lock the calendar.
Scenarios

What we can test

Scenario You say What should run Pass
New booking I want a house clean Tuesday morning. Two bed, one bath. ZenMaid Pending + SMS + email Pending request in ZenMaid. SMS link sent. Info@ has the recap.
Cancel I need to cancel my upcoming clean. Email to Info@ only No ZenMaid change. Office cancels if confirmed.
Reschedule Can I move my clean to Friday afternoon? Email to Info@ only No ZenMaid change. Office moves it.
Question Do you bring supplies? What’s a 3-bed / 2-bath roughly? Summary email only No booking. No SMS. Logged for the file.
Examples

Scripts that exercise the path

Book

Hi, I’d like to book a standard house clean. Jack Reacher. Two bedrooms, one bath, Tuesday at 10 in the morning.

Give a street and city if asked. After hang-up, open ZenMaid Pending and Info@.

Cancel

This is Sam Morgan. I need to cancel my upcoming clean.

Email only. ZenMaid appointment must still be there until the office touches it.

Question

Do you bring your own supplies? It’s a 3-bed, 2-bath.

She answers from FAQ. No booking, no SMS, summary email only.

SMS after a booking

Only booking calls trigger the text. She only says the text was sent if it actually went through.

app.zenmaid.com/book/kingsway-cleaning

On the system

What each layer should show

ZenMaid

Pending request

A booking lands as Pending, not a locked job. Open it, review name, phone, address, size, and preferred time, then Convert to Appointment — or archive it.

SMS

Caller gets a short Kingsway text with the booking form link. Cancel, reschedule, and FAQ calls do not send this.

Info@ email

Branded recap from Kingsway Cleaning AI: who called, what they wanted, what to do next, and Listen to the call. Three flavors: new booking, cancellation, general question.