How to Build a Production-Ready Phone AI Agent for Lead Generation

Going from build to production on your AI agents can often feel like a scary jump. After all, it can feel impossible to account for all the possible test cases.

In this workshop, learn how to build an inbound lead qualification phone AI agent that actually gets things done—qualifying leads, routing requests, and booking appointments automatically.

Best of all we’ll show off how to bulletproof your agent by using Roark.ai to simulate calls, test your call personas, and catch edge cases—at scale.

This workshop is meant to be hands on, come prepared with questions. Stick to the end as we’ll share all the templates and prompts used!

What to expect

🚗 Test drive: we’ll begin by walking through a basic Phone AI agent for a car dealership—covering the fundamentals of handling inbound calls.

🔁 Level up: then we’ll move into a more advanced flow designed for larger teams. You’ll learn how to:

• Route calls to handle FAQs, service bookings, or test drive requests
• Qualify callers based on preset criteria
• Pull live availability from shared calendars
• Automatically book appointments
• Simulate and test real user scenarios

🧪 Test before you go live: before hitting production, we’ll show you how to use Roark.ai to simulate calls, catch edge cases, and ensure your agent is reliable under pressure.

If your team handles appointment bookings, this session is your blueprint for a smarter, more scalable Phone AI experience.

Save a seat and see you there!