◆ Product Design Report v1.0

Your AI Front Desk,
Always On.

QMorph 为中小企业打造专属 AI 语音前台——从需求采集到电话接入、日程管理、智能报告，一站式全流程解决方案。

6
Core Steps
3
User Roles
24/7
Availability
<2s
Response
System Architecture
端到端流程架构
从 SMB 注册到终端用户通话，再到智能报告推送——六步形成完整闭环。
💬
需求采集
多轮对话
→
⚙️
Agent 构建
自动配置
→
📞
PSTN 接入
号码转接
→
🎙️
语音服务
实时对话
→
📅
日程管理
日历同步
→
📊
智能报告
自动推送

三类用户角色

🏢
SMB 业主

配置 Agent、管理日程、查看报告

主用户
🔧
QMorph 平台

自动构建 Agent、管理基础设施

内部
👤
终端客户

通过电话与 Voice Agent 交互

终端用户

核心价值

⚡
5 分钟上线

从注册到电话接入不超过 5 分钟

💰
节省 80% 成本

替代传统前台/客服人力开支

🌐
多语言支持

英语、中文、西语等自动切换

01

需求采集 — 多轮对话

SMB 业主通过 QMorph 官网的智能对话窗口，描述自己的业务类型、服务内容、营业时间等。系统通过多轮引导，完成信息采集。

👤 用户：SMB 业主
qmorph.ai/onboarding
Setup Your AI Receptionist
Tell us about your business — we'll handle the rest.
Q
Hi! 👋 I'm QMorph. Let's set up your AI receptionist. What type of business do you run?
S
I run a dental clinic — Bright Smile Dental, based in Austin, TX.
Q
Great! A dental clinic. What services do you offer? (e.g., general check-ups, cleanings, orthodontics, emergency visits…)
S
General check-ups, teeth cleaning, whitening, fillings, and emergency dental care.
Q
Got it. What are your business hours? And how long is a typical appointment slot?
S
Monday-Friday 9am to 6pm, Saturday 9am to 1pm. Usually 30 min per slot, 1 hour for new patients.
Q
Perfect. Would you like QMorph to handle: ✅ Appointment booking ✅ Rescheduling / Cancellation ✅ Business hour inquiries ✅ Insurance questions — or anything else?
S
All of those, plus emergency triage — ask if it's urgent and give them our emergency number if needed.
Q
Excellent! Last question — what tone should your AI receptionist have? Friendly & warm? Professional & concise?
S
Warm and friendly, like talking to a helpful neighbor. We want patients to feel comfortable.

📋 采集字段清单

Onboarding Schema v1
字段说明示例
business_name企业名称Bright Smile Dental
business_type行业类型Dental Clinic
location地址Austin, TX
services[]服务项目列表Check-up, Cleaning, Whitening…
hours{}营业时间Mon-Fri 9-18, Sat 9-13
slot_duration默认预约时长30min / 60min (new)
capabilities[]Agent 功能Booking, Reschedule, Triage…
tone语气风格Warm & Friendly
escalation_rules{}升级规则Emergency → call ###
phone_number原客服电话+1 (512) 555-0123
02

Voice Agent 自动构建

系统根据采集到的信息，自动生成 Voice Agent 配置——包括 Prompt、TTS 音色、STT 参数、业务逻辑等。SMB 可以随时点击发布。

🔧 用户：QMorph 平台（自动化）
qmorph.ai/dashboard/agent/bright-smile
🦷 Bright Smile Dental
Agent ID: ag_bsd_0x3f7a
● Draft

Business Profile

Bright Smile Dental
Dental Clinic · Austin, TX

Voice & Tone

WarmFriendlyFemale
ElevenLabs: "Aria"

Capabilities

📅 Booking🔄 Reschedule❌ Cancel🚨 Triage❓ FAQ

Business Hours

Mon-Fri: 9:00 AM – 6:00 PM
Sat: 9:00 AM – 1:00 PM
Sun: Closed

Services

Check-upCleaningWhiteningFillingsEmergency

Escalation

Emergency → +1(512)555-0199
Insurance → voicemail
Complaint → email alert

构建流程

采集数据 JSON
生成 System Prompt
配置 TTS 音色 & STT 语言
注入业务逻辑 (Tools)
配置 Calendar 集成
Agent Ready → 等待发布

Generated System Prompt (preview)

You are the AI receptionist for Bright Smile Dental, a dental clinic in Austin, TX.

Your personality is warm and friendly, like a helpful neighbor.

You can help callers with: appointment booking, rescheduling, cancellation, business hours, insurance questions, and emergency triage.

Business hours: Mon-Fri 9AM-6PM, Sat 9AM-1PM.
Default appointment: 30min. New patient: 60min.

If the caller has a dental emergency, ask about severity. If urgent, provide the emergency line: +1(512)555-0199.
03

PSTN 电话接入

Agent 发布后，系统通过 Twilio 将 SMB 的原有客服号码呼叫转接到 QMorph Voice Agent。终端客户拨打原号码即可直达 AI 前台。

👤 用户：SMB 业主（配置）

呼叫转接流程

👤 终端客户拨打
+1(512)555-0123
📞 PSTN 网络路由
Twilio 呼叫转接
Call Forwarding / SIP Trunk
QMorph WebSocket 网关
🎙️ Voice Agent 接听
Bright Smile Dental AI
qmorph.ai/dashboard/phone
📞 Phone Configuration

Original Number

+1 (512) 555-0123
SMB's existing line

QMorph Number

+1 (512) 555-7890
Twilio provisioned

Forwarding Status

Active — All calls forwarding to QMorph Agent
Fallback: If Agent unavailable → ring original number
After hours: Play custom greeting → voicemail

Recent Calls

+1(512)555-4411✓ Booked appt2m ago
+1(512)555-8822ℹ Hours inquiry18m ago
+1(512)555-3300⚠ Escalated1h ago
04

语音通话服务

终端客户拨打电话后，QMorph Voice Agent 以自然语音进行多轮对话，完成预约、查询、分流等任务。以下以牙科诊所预约为例。

👤 用户：SMB 的终端客户
9:41 📶 ████
🦷
Bright Smile Dental
● Connected — 01:42

QMorph: Good morning! This is Bright Smile Dental, how can I help you today?


Caller: Hi, I'd like to book a teeth cleaning appointment.


QMorph: Of course! Let me check our availability. Are you an existing patient with us?


Caller: Yes, my name is Sarah Johnson.


QMorph: Welcome back, Sarah! I can see your file. We have openings this Thursday at 10 AM and 2:30 PM, or Friday at 11 AM. Which works best for you?


Caller: Thursday 2:30 PM works great.


QMorph: You're all set! Thursday, March 26 at 2:30 PM for a teeth cleaning with Dr. Chen. You'll receive a confirmation text shortly. Anything else I can help with?

对话流程引擎

来电接入 → 问候语
意图识别
Booking / Reschedule / FAQ / Emergency
信息收集
姓名 · 服务类型 · 时间偏好
查询日历可用时段
Google Calendar API
确认预约 → 写入日历
发送短信确认 → 结束通话

支持的业务场景

🦷
牙科诊所

预约洗牙/检查

⚖️
律师事务所

预约法律咨询

🔧
水管工

预约上门维修

💇
美发沙龙

预约剪发/造型

🏥
诊所/家医

预约问诊

🏠
房产中介

预约看房

05

日程与日历管理

Voice Agent 自动将预约写入 SMB 的日历系统，支持 Google Calendar / Outlook 双向同步，SMB 可以在 Dashboard 查看和管理所有日程。

👤 用户：SMB 业主
qmorph.ai/dashboard/calendar
📅 March 2026
◀ Prev Next ▶
Mon
Tue
Wed
Thu
Fri
Sat
Sun
23
24
25
26
27
28
29
30
31
1
2
3
4
5
Today — Mar 24
09:00
Sarah Johnson

Teeth Cleaning · 30min

🦷
10:00
Mike Chen — NEW

General Check-up · 60min

🆕
11:30
Lisa Park

Whitening Consultation · 30min

✨
14:00
David Lee

Filling · 45min

🔧
15:30
Emma Wilson

Teeth Cleaning · 30min

🦷

日历集成架构

Voice Agent 完成预约
写入 QMorph DB
appointments table
双向同步
Google Calendar / Outlook
发送短信/邮件确认
给终端客户 + SMB
Dashboard 实时更新

日程管理功能

✓ 自动避免时间冲突
✓ 预约前 24h 自动提醒（短信/电话）
✓ 支持取消和改期自动处理
✓ 多医生/多技师日历管理
✓ 等候名单自动填补空位
✓ 与 Google / Outlook 双向实时同步
06

智能报告与提醒

QMorph 每日/每周自动生成服务报告——包含通话统计、预约汇总、异常提醒、客户反馈——通过邮件/短信/Dashboard 推送给 SMB。

👤 用户：SMB 业主
qmorph.ai/dashboard/reports

📊 Weekly Report — Bright Smile Dental

Mar 18 – Mar 24, 2026
127
Total Calls
89
Appointments Booked
94%
Resolution Rate
4.8★
Caller Satisfaction

Daily Call Volume

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Call Breakdown

Appointments 70%
General Inquiries 18%
Cancellations 8%
Escalations 4%

⚠ Alerts & Action Items

⚠️
High demand on Friday PM — 5 callers couldn't find available slots on Friday afternoon. Consider extending hours or adding capacity.
ℹ️
3 no-shows this week — Patients: R. Garcia (Mon), T. Nguyen (Wed), A. Brooks (Fri). Auto-reminder sent 24h before each. Consider adding a 2h reminder.
✅
New patient growth +23% — 12 new patients booked this week vs 9 last week. Most came from Google search referrals.
⚠️
Caller asked about Invisalign — 4 callers asked about orthodontics this week, which is not currently listed in your services. Consider adding it?
ℹ️
Insurance question spike — 18 callers asked about insurance acceptance. Top queries: Aetna (7), Delta Dental (6), Cigna (5).
Tech Stack
技术选型
基于成熟的云原生架构与 AI 基础设施构建。
🧠GPT-4o / Claude — LLM
🗣️Deepgram — STT
🔊ElevenLabs — TTS
📞Twilio — PSTN/SIP
⚡LiveKit — WebRTC
📅Google Calendar API
🗄️PostgreSQL + Redis
☁️AWS / Vercel
🐍Python / FastAPI
⚛️Next.js / React
🔐Auth0 — 身份认证
📈PostHog — 数据分析

API 接口概览

端点方法说明
/api/onboardPOST提交 SMB 多轮对话采集数据
/api/agent/buildPOST触发 Voice Agent 自动构建
/api/agent/:id/publishPUT发布 Agent 并绑定 PSTN 号码
/api/calls/webhookPOSTTwilio 来电 Webhook
/api/calendar/:idGET/PUT日程查询与更新
/api/reports/:idGET获取每日/每周报告