ClearPath AI — Voice Receptionist

Brand-new AI phone receptionist for small businesses.

• Answers inbound calls (via Vapi)
• Saves leads during the call (tool: save_lead)
• Emails the business (via Resend)
• Stores leads + call summaries in a simple dashboard

Quick start (local)

1. Install

cd C:\Users\cprat\OneDrive\ClearPathAI\voice-receptionist
npm install
copy .env.example .env

2. Fill in .env

Required for a real phone assistant:

• VAPI_PRIVATE_KEY — from Vapi dashboard
• RESEND_API_KEY — from Resend
• BUSINESS_NOTIFICATION_EMAIL — where lead emails go
• ADMIN_PASSWORD — change from change-me

3. Run the server

npm start

Open:

• Site: http://localhost:3003
• Dashboard: http://localhost:3003/dashboard

4. Expose a public HTTPS URL

Vapi cannot call localhost. Use one of:

• Deploy to Render (recommended), or
• ngrok http 3003

Then set:

APP_BASE_URL=https://your-public-url

5. Create the Vapi assistant (fixes the old serverMessages issue)

npm run setup:vapi

Copy the printed VAPI_ASSISTANT_ID=... into .env.

In Vapi → Phone Numbers, assign a number to that assistant.

6. Test

1. Dashboard → Send test lead email (checks Resend)
2. Call your Vapi number
3. Give name / phone / issue — a lead should appear mid-call
4. Hang up — call summary appears under Recent calls

Webhook

POST /webhooks/vapi

Handles:

Event	What happens
tool-calls → save_lead	Saves lead + emails business immediately
tool-calls → request_callback	Flags urgent human follow-up
end-of-call-report	Saves transcript/summary + emails summary

Optional: set VAPI_WEBHOOK_SECRET and the same secret on the Vapi server config.

Sell as a subscription (next)

This MVP is single-tenant (one business via .env). To productize:

1. Add Stripe Customer + Subscription on signup
2. Create one Vapi assistant + phone number per customer
3. Store per-business config in a DB instead of .env
4. Price with included minutes + overage

Project layout

voice-receptionist/
  server.js              Express app
  lib/store.js           JSON lead/call storage
  lib/email.js           Resend helpers
  lib/prompt.js          Receptionist system prompt + assistant config
  lib/vapi-webhook.js    Vapi event handlers
  scripts/setup-vapi.js  Create/update assistant via API
  public/                Landing + dashboard