Utah REIA Voice Agent AI

AI-powered voice assistant for Utah's largest real estate investor association. Routes investors to the right vendors, educators, and resources through live voice calls, readiness surveys, and investor profile matching.

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Live URLs

Resource	URL
Voice Agent Page	https://utahreia.org/voice-agent-ai-page
Vercel Deployment	https://voice-agent-ai-nu.vercel.app
Property Listings	https://utahreia.org/property-listing

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Architecture

Caller → index.html (GHL Funnel)
           ├── /api/context       — loads liveContext (vendors, educators, events, tools)
           ├── /api/member-lookup — checks if returning member, injects profile + last call
           └── Vapi Web SDK (ESM from CDN: @vapi-ai/[email protected])
                    │
                    ▼
              Vapi Assistant (claude-haiku-4-5)
                    │
         ┌──────────┼──────────┐
         │          │          │
    /api/intake  /api/vendors  /api/education
    /api/caller-history
                    │
                    ▼
              /api/ghl-sync  (post-call)
         ┌──────────┼──────────┐
         │          │          │
    Supabase    GHL Webhook   GHL v2 API
  voice_agent    (workflow)   (custom fields)
    _calls

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Repository Structure

Voice-Agent-AI/
├── api/
│   ├── context.js            # Pre-call liveContext loader — queries ghl_upcoming_events for strategy-matched events
│   ├── member-lookup.js      # Returning member recognition by phone — returns profile + last_call data
│   ├── intake.js             # Map 1 routing — stage/strategy/blocker classification
│   ├── vendors.js            # Map 2 vendor matching with haversine zip code filtering
│   ├── education.js          # Map 3 education track matching
│   ├── caller-history.js     # Past call history for returning callers (mid-call tool)
│   ├── ghl-sync.js           # Post-call pipeline — Supabase + GHL sync + vendor notification payload
│   ├── member-history.js     # Deep history lookup (tools, events, profile)
│   ├── member-profile.js     # Mid-call member lookup tool (fallback if phone not entered pre-call)
│   ├── sync-ghl-objects.js   # Dual handler: POST = GHL webhook receiver, GET = nightly event sync
│   ├── sync-educator.js      # Educator sync to ghl_educators_mentors
│   ├── supabase.js           # Supabase client helper
├── .github/
│   └── workflows/
│       └── sync-ghl-objects.yml  # GitHub Actions backup sync (runs nightly at 9:15 PM MDT)
├── public/
│   ├── index.html            # Voice agent widget (live agent)
│   ├── index-new.html        # Voice agent widget (V2 agent)
│   └── dashboard.html        # Chris metrics dashboard
├── index.html                # Voice agent widget page
├── vercel.json               # Vercel deployment config
├── package.json              # Must include "type": "module" for ESM support on Vercel
└── README.md

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Key Identifiers

Resource	Value
Supabase Project ID	kttzxjddtkgsitzehiid
Supabase URL	https://kttzxjddtkgsitzehiid.supabase.co
GHL Location ID	DNirEjy0ejVwbHsaBYrn
Vapi Assistant ID	92018c4f-f382-41b9-80e0-c46e8f2b505a
Vapi Voice	ElevenLabs Xi53u0N6awPQcGCxrwD3 (Harmonie Borden clone)
Vapi Server URL	https://voice-agent-ai-nu.vercel.app/api/ghl-sync
Vapi End Call Message	Mahalo.

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Vapi Configuration

Model: claude-haiku-4-5-20251001 | Max Tokens: 150

Tools (all synchronous — async OFF):

Tool	Endpoint	Purpose
getIntakeRouting	/api/intake	Map 1 — classifies investor, returns routing action
getVendorMatch	/api/vendors	Map 2 — matches vendors by need + zip distance
getEducationMatch	/api/education	Map 3 — matches education track + educator
getCallerHistory	/api/caller-history	Returns past call history for returning callers
endCall	Built-in	Ends the call. End Call Message set to "Mahalo."

Structured Outputs (22 fields): callerName, callerEmail, callerPhone, profileType, investorStage, strategies, blocker, goals, summary, recommendedNextStep, tier, vendorMatches, toolMatches, educatorMatch, bookingRequired, alreadyTried, handoffChannel, stackSummary, commercialAssetTypes, wantsMentorConnection, wantsProfessionalConnections, wantsOffMarketDeals

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Pre-Call Flow (index.html)

1. Caller enters phone number and clicks Begin Journey
2. /api/context loads liveContext (vendors, educators, courses, tools, events with strategy tags, property listing URL)
3. /api/member-lookup checks if the number matches a contact in Supabase
4. If returning member found — injects profile + last call data into liveContext
5. firstMessage is set dynamically:
   • Returning member with past call history → personalized follow-up: "Aloha [name], welcome back... I recommended [last stack_summary]. How did that go?"
   • Returning member, no meaningful call history → "Aloha [name], glad you reached out. How can I help you today?"
   • New caller → "Aloha, welcome to Utah REIA. How can I help you today?"
6. Vapi SDK loads as an ESM module from a CDN (@vapi-ai/[email protected]), with fallbacks
7. liveContext truncated to 8,000 characters — Mahalo closing rule prepended so it is never truncated
8. Reconnect button shown automatically if call drops due to network issues

Meaningful call filter (member-lookup.js): Skips calls with stack_summary containing: "no recommendations", "intake was in progress", "ended before", "call ended", "not delivered", "unable to", "no result", "did not complete", "incomplete". Only picks calls with a clean summary > 30 chars, matched educator, or matched vendors.

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Routing System

All routing uses live Supabase tables — no hardcoded logic in JS files.

This is the beginning of the README. Read the rest at the original. Read the full README ↗