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SMB Forge: Agentic AI Workflows for Service Businesses

Back Office in a Box — Production multi-agent AI system that replaces the receptionist, scheduler, and bookkeeper for plumbers, electricians, cleaners, and other service trades.

Every call answered. Every job booked. Every invoice sent.
No app. No dashboard. Just SMS + Telegram.

Live Product: https://smbforge.com
Demo: Call or text (949) 565-1908 24/7 and experience the full autonomous workflow.


Screenshots

SMS Booking + Escalation Flow

SMS Conversation A real SMS conversation: customer books a demo, then an emergency escalation triggers immediate owner notification via Telegram.

Telegram Owner Notifications

Telegram Booking Notification Telegram Escalation Alert

Left: New booking notification with approve/edit/decline actions. Right: Escalation alert with customer details and conversation context.


The Problem

Service business owners lose 5+ hours/week on phone tag, scheduling, and invoicing. A traditional receptionist costs $3,100/mo. Voicemail is a black hole — most callers don't leave messages.

SMB Forge delivers the entire back office for $49–$199/mo.


How It Works (Agentic Architecture)

flowchart LR
    A["Customer<br/>(Call or SMS)"] --> B["AI Conversation Agent<br/>LLM-powered SMS/voice"]
    B --> C{"Intent Detection"}
    C -->|"Booking"| D["Check Availability<br/>Google Calendar API"]
    C -->|"Order"| E["Parse Order<br/>Structured extraction"]
    C -->|"Emergency"| F["Escalate to Owner<br/>Telegram notification"]
    D --> G["Book Appointment<br/>Calendar write-back"]
    E --> H["Submit Order<br/>Invoice generation"]
    G --> I["Owner Approval<br/>Telegram review"]
    H --> I
    I --> J["Execute<br/>Calendar sync + Stripe"]
    J --> K["Confirm to Customer<br/>SMS confirmation"]
    F --> L["Owner handles directly<br/>Telegram alert"]
    
    style A fill:#e1f5fe,stroke:#0288d1
    style B fill:#f3e5f5,stroke:#7b1fa2
    style I fill:#fff3e0,stroke:#f57c00
    style J fill:#e8f5e9,stroke:#388e3c
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Core Agent Flow

  1. Customer contacts via phone call or SMS text message
  2. AI Conversation Agent greets, captures intent, and navigates the three journeys (booking, ordering, emergency escalation)
  3. Reasoning + tool-calling agent processes the request — checks Google Calendar availability, parses structured order data, or triggers escalation
  4. Summary sent to owner via Telegram bot with human-in-the-loop approval
  5. Approved actions executed — Google Calendar sync, Stripe invoice generation, SMS confirmation to customer
  6. Autonomous follow-ups — review requests, lead re-engagement, missed call text-back (on higher plans)

Key Features

  • 24/7 AI call answering — never miss a customer, day or night
  • 2-way SMS conversations — customers text naturally, agent responds in their language
  • Telegram Owner Bot — central command center: approve orders, view schedule, manage campaigns
  • Real-time Google Calendar booking — slots offered proactively, booked with confirmation
  • Ordering & invoicing — via Google Sheets + Stripe payment links
  • Intelligent escalation — complex issues, pricing negotiations, and emergencies route to the owner
  • Multi-language support — detects and responds in the customer's language
  • Autonomous follow-ups — lead nurturing, review requests, campaign broadcasts (Max plan)

Pricing Plans

Tier Price What's Included
Starter $49/mo (+$99 setup) AI scheduling, Google Calendar sync, reminders, Telegram alerts, review requests, basic website
Pro $99/mo (+$199 setup) Everything in Starter + AI ordering, AI invoicing, PDF invoices, Google Sheets tracker
Max $199/mo (+$299 setup) Everything in Pro + AI voice assistant, lead follow-up, review management, missed call text-back, campaign texting
Concierge Custom Bespoke workflows, dedicated support, custom integrations

First month free with code FIRSTMONTHFREE (limited — 50 spots).
Try it now — or text/call (949) 565-1908.


Multi-Agent Architecture

flowchart TD
    subgraph Input["Customer Channels"]
        SM["SMS<br/>Telnyx API"]
        PH["Phone<br/>Telnyx Voice AI"]
    end

    subgraph Agents["Agent Layer"]
        OA["Orchestrator<br/>Intent routing + system prompt"]
        SA["SMS Agent<br/>Gemini-native function calling"]
        VA["Voice Agent<br/>Claude Haiku + Deepgram"]
        EA["Escalation Agent<br/>Owner notification"]
    end

    subgraph Tools["Tool Layer"]
        GC["Google Calendar<br/>check_availability, book_appointment"]
        GS["Google Sheets<br/>Invoice tracking"]
        ST["Stripe<br/>Payment links + subscriptions"]
        TG["Telegram Bot<br/>Owner approval + alerts"]
        SMS["SMS Sender<br/>Telnyx outbound"]
        DB["Database<br/>D1: conversations, leads, flags"]
    end

    subgraph Owners["Owner Interface"]
        TB["Telegram Bot<br/>Reviews, approves, campaigns"]
    end

    SM --> OA
    PH --> OA
    OA --> SA
    OA --> VA
    SA --> GC
    SA --> GS
    SA --> ST
    SA --> SMS
    VA --> EA
    EA --> TG
    TG --> TB
    OA --> DB
    DB --> OA
    
    style OA fill:#f3e5f5,stroke:#7b1fa2
    style SA fill:#e1f5fe,stroke:#0288d1
    style VA fill:#e1f5fe,stroke:#0288d1
    style TB fill:#fff3e0,stroke:#f57c00
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See the full architecture docs for detailed flow diagrams and component breakdowns.
Explore → architecture/ · docs/ · examples/


Tech Stack

Layer Technology
Runtime Cloudflare Workers (TypeScript, Hono)
Database Cloudflare D1 (SQLite-compatible)
Cache/Config Cloudflare KV
SMS Telnyx API (10DLC registered)
Voice AI Telnyx Voice AI + Claude Haiku + Deepgram
LLM Gemini 2.5 Flash Lite / Flash; Claude (voice)
Scheduling Google Calendar API
Payments Stripe
Owner UI Telegram Bot (LLM-native, 27 tool declarations)
Deployment Cloudflare + macOS LaunchAgents

Explore → docs/how-it-works.md for architecture deep-dive · docs/results-metrics.md for production data


Production Results

System Scale Value
Leads in pipeline 8,279
Conversations handled 130+ SMS conversations
Voice AI calls Live on +1 (949) 565-1908
Daily cold SMS 10/day (10DLC carrier-approved)
Form-eligible leads 5,128

Agent Performance: < 1% bot unresponsive rate · > 80% journey completion · All critical escalations flagged correctly.

Infrastructure: Cloudflare Workers + D1 + KV at $0/mo. Total monthly infra ~$60 (variable with usage). 99.9%+ uptime across all components.

Customer Value:

  • Emergency calls at 2 AM → no more voicemail black hole — AI answers and escalates instantly.
  • Simultaneous inbound handling — AI manages multiple conversations at once while the owner works.
  • Auto-generated invoices replace 5+ hours/week of manual admin.

Comparative: Saves 5-15+ hours/week for $49-$199/mo. A full-time receptionist costs $3,100/mo and only covers business hours.

Explore the detailed production metrics for full tables and comparative pricing.


What Makes This Different

Approach Cost Coverage Setup
Traditional receptionist $3,100/mo Business hours only 2+ weeks hiring
Answering service $235/mo Phone only, messages only Days
SMB Forge $49–$199/mo 24/7 SMS + voice + operations 24 hours

Repository Structure

smbforge-agentic-workflows/
├── README.md                  ← This file
├── SETUP.md                   ← Build & deploy story (4 weeks, solo)
├── LICENSE                    ← MIT
├── architecture/
│   ├── workflow-diagram.md    ← End-to-end customer flow (Mermaid)
│   ├── agent-architecture.md  ← Multi-agent system breakdown (Mermaid)
│   └── data-flow.md           ← Data persistence and state management
├── examples/
│   ├── booking-agent-prompt-template.md
│   ├── tool-calling-example.py
│   └── telegram-escalation-logic.md
├── docs/
│   ├── how-it-works.md        ← Detailed system narrative
│   ├── booking-workflow.md    ← Booking journey end-to-end
│   ├── invoicing-workflow.md  ← Order-to-invoice pipeline
│   └── results-metrics.md     ← Real production metrics
└── media/
    ├── README.md              ← Screenshot instructions
    └── telegram-mockup-description.md

About the Builder

Built by Michael Lin — Forward Deployed Engineer.
Designed, architected, and deployed end-to-end in live production with real service business customers.

  • Scoped requirements directly with plumbers, electricians, and cleaners
  • Built autonomous multi-agent system from conversational prototype to production
  • Delivered measurable ROI (customer time savings, lead capture rates)
  • Iterated through real user feedback across 5+ major architecture revisions

smbforge.com · Text/Call (949) 565-1908 · michael@smbforge.com

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