microsoft · joshuatxtcllc · Nov 16, 2025 · Nov 17, 2025 · Nov 17, 2025 · Nov 18, 2025
diff --git a/JAYS_FRAMES_CUSTOMIZATION_SUMMARY.md b/JAYS_FRAMES_CUSTOMIZATION_SUMMARY.md
diff --git a/JAYS_FRAMES_DEPLOYMENT_GUIDE.md b/JAYS_FRAMES_DEPLOYMENT_GUIDE.md
diff --git a/JAYS_FRAMES_README.md b/JAYS_FRAMES_README.md
@@ -0,0 +1,350 @@
+# Jay's Frames - AI Call Center
+
+**Custom AI-Powered Phone System for Jay's Frames Art Framing Business**
+
+This is a customized deployment of the Microsoft Call Center AI system, tailored specifically for Jay's Frames custom art framing business.
+
+## What This Does
+
+Your customers can call a dedicated phone number 24/7 and speak with an AI assistant named "Jordan" who:
+
+- ✅ Understands custom framing needs
+- ✅ Gathers artwork details (type, size, style preferences)
+- ✅ Discusses frame options, matting, and glass types
+- ✅ Provides rough price estimates
+- ✅ Collects customer information for quotes
+- ✅ Transfers to human staff when needed
+- ✅ Sends SMS summaries after calls
+- ✅ Speaks English and Spanish
+
+## Quick Start
+
+### 1. Prerequisites
+
+- Azure subscription
+- Azure CLI installed
+- Python 3.12+
+- Docker (optional, for containerized deployment)
+
+### 2. Install Dependencies
+
+```bash
+# Clone the repository
+git clone https://github.com/YOUR-REPO/call-center-ai.git
+cd call-center-ai
+
+# Create virtual environment
+python3.12 -m venv .venv
+source .venv/bin/activate
+
+# Install requirements
+pip install -r requirements.txt
+```
+
+### 3. Configure for Your Business
+
+```bash
+# Copy the Jay's Frames configuration template
+cp config-jays-frames.yaml config.yaml
+
+# Edit config.yaml and fill in:
+# - Your Azure resource endpoints
+# - Your business phone number
+# - Your purchased Azure Communication Services phone number
+```
+
+**Critical settings to update in `config.yaml`:**
+
+```yaml
+conversation:
+  initiate:
+    agent_phone_number: "+1YOUR-BUSINESS-PHONE"  # For transfers to humans
+
+communication_services:
+  phone_number: "+1YOUR-BOT-PHONE-NUMBER"        # The number customers call
+  endpoint: "https://YOUR-ACS.communication.azure.com"
+  access_key: "YOUR-ACCESS-KEY"
+```
+
+### 4. Deploy Azure Resources
+
+See the complete [Deployment Guide](JAYS_FRAMES_DEPLOYMENT_GUIDE.md) for detailed instructions.
+
+Quick deployment:
+```bash
+# Login to Azure
+az login
+
+# Deploy all resources
+make deploy
+```
+
+### 5. Test Locally
+
+```bash
+# Run the development server
+make dev
+
+# The server starts at http://localhost:8080
+```
+
+### 6. Make Your First Test Call
+
+Once deployed to Azure:
+1. Call your Azure Communication Services phone number
+2. The AI assistant "Jordan" will answer
+3. Say: "I have a painting I need framed"
+4. Follow the conversation and provide details
+
+## What's Been Customized
+
+This deployment includes Jay's Frames-specific customizations:
+
+### 1. **Custom Data Collection** (`config-jays-frames.yaml`)
+Collects framing-specific details:
+- Artwork type and dimensions
+- Frame style preferences
+- Matting and glass options
+- Budget and timeline
+- Delivery preferences
+
+### 2. **Framing-Specific AI Prompts**
+The AI assistant is trained to:
+- Understand framing terminology
+- Make style recommendations
+- Explain conservation framing
+- Discuss pricing ranges
+- Guide customers through options
+
+### 3. **Business-Specific Tools** (`app/helpers/llm_tools_jays_frames.py`)
+Optional custom functions:
+- `search_frame_options()` - Recommend frames based on artwork
+- `estimate_framing_cost()` - Provide price ranges
+- `get_framing_advice()` - Answer framing questions
+- `schedule_consultation()` - Book in-person visits
+
+### 4. **Test Scenarios** (`tests/conversations-jays-frames.yaml`)
+10 test conversations covering:
+- Simple framing requests
+- Budget discussions
+- Conservation framing
+- Rush orders
+- Multi-language support
+
+### 5. **Production Security**
+- API rate limiting (60 requests/minute)
+- Security headers (CSP, HSTS, etc.)
+- Request size limits
+- TLS enforcement
+
+## File Structure
+
+```
+call-center-ai/
+├── config-jays-frames.yaml          # Jay's Frames configuration
+├── JAYS_FRAMES_DEPLOYMENT_GUIDE.md  # Complete deployment guide
+├── JAYS_FRAMES_README.md            # This file
+├── app/
+│   ├── helpers/
+│   │   ├── llm_tools_jays_frames.py # Custom framing tools
+│   │   └── security_middleware.py   # Production security
+│   └── main.py                      # Application (with security middleware)
+├── tests/
+│   └── conversations-jays-frames.yaml # Framing test scenarios
+└── cicd/
+    └── bicep/                       # Azure infrastructure templates
+```
+
+## Configuration Overview
+
+### Bot Identity
+- **Company:** Jay's Frames
+- **Bot Name:** Jordan
+- **Languages:** English (primary), Spanish
+- **Voice:** Natural, multilingual neural voice
+
+### Data Collected
+
+Each call collects:
+- Customer name and email
+- Artwork details (type, dimensions, description)
+- Frame preferences (style, material, color)
+- Matting preferences
+- Glass type (UV protection, non-glare, etc.)
+- Budget range
+- Project deadline
+- Delivery/pickup preference
+- Special requirements
+
+### Conversation Flow
+
+1. **Greeting** - Warm introduction
+2. **Discovery** - What needs to be framed?
+3. **Details** - Size, style, materials
+4. **Options** - Frame, mat, glass recommendations
+5. **Budget & Timeline** - Constraints and needs
+6. **Contact** - Customer information
+7. **Next Steps** - Quote follow-up or in-person visit
+8. **SMS Summary** - Automated text message with details
+
+## Monitoring & Analytics
+
+### View Call Reports
+
+```bash
+# List recent calls
+curl https://YOUR-DOMAIN/call?phone_number=+15551234567
+
+# View specific call
+curl https://YOUR-DOMAIN/call/CALL-ID
+
+# Web interface
+https://YOUR-DOMAIN/report/PHONE-NUMBER
+```
+
+### Application Insights
+
+All calls are tracked in Azure Application Insights:
+- Call volume and duration
+- Customer sentiment
+- Common requests
+- Error rates
+- Response times
+
+### Cost Tracking
+
+Monitor costs in Azure Cost Management:
+- Communication Services (phone minutes)
+- OpenAI API (conversation tokens)
+- Speech Services (transcription)
+- Storage and compute
+
+## Common Operations
+
+### Update Prompts
+
+Edit `config-jays-frames.yaml` → `prompts` section and redeploy.
+
+### Add Training Materials
+
+Upload framing guides to AI Search:
+```bash
+python scripts/upload_training.py --file docs/framing-guide.md
+```
+
+### Adjust Pricing Ranges
+
+Update the cost estimation logic in `llm_tools_jays_frames.py`:
+```python
+async def estimate_framing_cost(...):
+    # Update your pricing logic here
+```
+
+### Change Bot Personality
+
+Edit system prompts in config:
+```yaml
+prompts:
+  llm:
+    default_system_tpl: |
+      Assistant is called {bot_name} and works at {bot_company}...
+      [Customize the personality, expertise, tone here]
+```
+
+## Troubleshooting
+
+**Bot doesn't answer:**
+- Check phone number configuration
+- Verify webhook URL is accessible
+- Check Application Insights for errors
+
+**Poor AI responses:**
+- Review and refine system prompts
+- Add more training materials
+- Check conversation history for patterns
+
+**High costs:**
+- Review token usage in Azure OpenAI metrics
+- Optimize conversation length
+- Consider caching frequent responses
+
+**For detailed troubleshooting**, see the [Deployment Guide](JAYS_FRAMES_DEPLOYMENT_GUIDE.md#troubleshooting).
+
+## Support & Resources
+
+- **Full Deployment Guide:** [JAYS_FRAMES_DEPLOYMENT_GUIDE.md](JAYS_FRAMES_DEPLOYMENT_GUIDE.md)
+- **Original Project:** [microsoft/call-center-ai](https://github.com/microsoft/call-center-ai)
+- **Azure Docs:** [Communication Services](https://learn.microsoft.com/en-us/azure/communication-services/)
+- **OpenAI Docs:** [Azure OpenAI Service](https://learn.microsoft.com/en-us/azure/ai-services/openai/)
+
+## Customization Examples
+
+### Add a New Data Field
+
+In `config-jays-frames.yaml`:
+```yaml
+claim:
+  - name: installation_required
+    type: text
+    description: "Whether customer needs installation service"
+```
+
+### Create a Custom Tool
+
+In `app/helpers/llm_tools_jays_frames.py`:
+```python
+@add_customer_response(["Let me check our schedule..."])
+async def check_availability(
+    self,
+    desired_date: Annotated[str, "When customer wants service"],
+) -> str:
+    # Your logic here
+    return "We have availability on..."
+```
+
+### Modify Voice Style
+
+In `config-jays-frames.yaml`:
+```yaml
+lang:
+  availables:
+    - pronunciations_en: ["English"]
+      short_code: "en-US"
+      voice: "en-US-AriaNeural"  # Change to different voice
+```
+
+## Production Checklist
+
+Before going live:
+
+- [ ] All Azure resources deployed
+- [ ] Phone number purchased and configured
+- [ ] Configuration file updated with real values
+- [ ] Test calls completed successfully
+- [ ] SMS notifications working
+- [ ] Monitoring alerts configured
+- [ ] Team trained on reviewing call transcripts
+- [ ] Knowledge base populated with framing guides
+- [ ] Pricing estimates reviewed and accurate
+- [ ] Human transfer number tested
+- [ ] Legal compliance reviewed (call recording consent)
+
+## Next Steps
+
+1. **Review the full [Deployment Guide](JAYS_FRAMES_DEPLOYMENT_GUIDE.md)**
+2. **Set up your Azure resources**
+3. **Configure the system with your business details**
+4. **Test thoroughly with the provided scenarios**
+5. **Build your framing knowledge base**
+6. **Train your team**
+7. **Soft launch with a small customer group**
+8. **Collect feedback and refine**
+9. **Scale up!**
+
+---
+
+**Ready to transform your customer service with AI?**
+
+Questions? Check the [Deployment Guide](JAYS_FRAMES_DEPLOYMENT_GUIDE.md) or Azure documentation.
+
+*Customized for Jay's Frames - Version 1.0*