Erika Cassell • Certified AI Consultant

Systems designed around real business problems.

I design practical AI systems, automated workflows, client experiences and training programs that help businesses respond faster, operate more consistently and use technology with confidence.

Voice AIBusiness AutomationClient ExperienceAI Training

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Live Implementation

Amara: Conversational AI Receptionist for Allure Experiences

Amara was created for a luxury travel business that needed a more responsive way to manage incoming calls without removing the personal service expected from a high touch brand.

The Challenge

Incoming calls could arrive while the business owner was assisting another client, researching travel or managing active reservations. Traditional voicemail could collect a message, but it could not guide the caller, answer approved questions or move the inquiry toward the appropriate next step.

The System

I designed a conversational AI receptionist supported by approved business information, clear call instructions and human escalation rules.

Welcome callers professionally
Understand the reason for the call
Answer approved business questions
Capture essential contact information
Send consultation or inquiry links
Support appointment booking
Transfer appropriate calls to a person
Create post call notes and summaries

The Client Experience Strategy

Amara is not designed to replace the relationship between the advisor and the traveler. The system handles the initial response and organizes the request so the business owner can continue the conversation with the information and context needed to provide personal service.

Human Oversight

The system uses defined boundaries, approved information and escalation paths. Requests requiring judgment, detailed travel advice or personal attention are directed back to the business owner.

Business Value

Organized response, personal service.

The system creates a more organized and responsive first point of contact while protecting the thoughtful, personal experience at the center of the brand.

What this project demonstrates: conversational design, AI knowledge management, lead capture, appointment support, CRM updates, post call workflows and responsible human oversight.

View Detailed Amara Case Study

Project Evidence

Authentic proof will appear here.

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Conversation Design

Welcome message, caller guidance and conversational instructions · Authentic screenshot to add

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Approved Actions

Consultation links, inquiry forms, appointment booking and human transfer · Authentic screenshot to add

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Post Call Workflow

Contact updates, call notes, summaries and internal notifications · Authentic screenshot to add

Hear Amara in Action

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No generated or artificial recording is used.

Supporting Projects

Systems across the client journey.

02Live Implementation

Automated Inquiry to Response Workflow

Problem: New inquiries needed to be acknowledged quickly and organized without requiring a manual response every time a form was completed.

What I built: A connected workflow that captures information from a client inquiry form, organizes the contact data and sends an immediate confirmation that the request was received.

Form submission
Contact creation or update
Client confirmation
Internal notification
Repeat client considerations
Follow up preparation

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Workflow screenshot and redacted client message example

Evidence to add

Workflow AutomationCRMClient CommunicationText Messaging

03Demonstration Build

Legal Intake Voice Agent

Problem: Legal professionals often receive calls that require prompt intake, careful information collection and appropriate escalation.

What I designed: A demonstration voice agent experience that welcomes callers, identifies the purpose of the call, collects preliminary information and routes the request without offering legal advice.

Conversational intake
Preliminary information collection
Clear system boundaries
Human escalation
Appointment support
Post call documentation

Demonstration only. This is not a client implementation and does not provide legal advice.

Voice AIIntake DesignHuman EscalationProfessional Services

04Live Business System

Allure Experiences Digital Client Journey

Problem: Travel clients needed a clearer path from discovering the business to submitting an inquiry, scheduling a consultation and receiving next step communication.

What I built: A connected digital experience that brings together website messaging, inquiry collection, consultation booking, client communication and the AI receptionist.

Website client journey
Inquiry and consultation pathways
Clear calls to action
Client communication
Connected service touchpoints
Human centered automation

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Website screens, inquiry experience and client journey diagram

Evidence to add

Client ExperienceWebsite StrategyLead JourneyService Design

05Training and Curriculum

Practical AI Training Programs

Problem: Help professionals move from knowing that AI exists to understanding how to use it confidently, practically and responsibly.

What I offer: Available virtually nationwide and in person throughout Tampa Bay.

AI fundamentals
Business productivity
Prompt development
Workflow improvement
Responsible AI use
Live demonstrations
Role specific examples
Team implementation guidance

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Training slides, tutorial screenshots, workshop materials and future event photography

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AI EducationTeam TrainingWorkshopsProfessional Development

Have a Similar Business Challenge?

Let’s identify the system that would make the greatest difference first.

Begin with a focused 30 minute Business Systems Strategy Session. We will review the process creating the most friction, identify the best opportunity and determine the most practical next step.

The $25 consultation fee is creditable toward an implementation package booked within seven days.

Book a $25 Strategy Session Get My Free Business Audit