NuvAI by Josue PerezNuvAI by Josue Perez

NuvAI

Josue Perez

Josue Perez

ProblemReal-estate lead agents that people can't interrogate, slow down, or hand off without feeling trapped.
ApproachThree moments of trust built into the architecture: disclosure gate, pacing controls, and context-preserving human handoff.
OutcomeDesigned so disclosure, pacing, and human handoff are unmissable — EU AI Act aligned. Validation is the next step.
Context

The Problem

Real-estate lead handling is a leaky, impersonal funnel. Prospects call or fill out a form, then wait — sometimes hours, sometimes days. When a response arrives, it's generic: a template follow-up that tells the prospect they're a data point, not a person. Meanwhile, the human agent who would genuinely care is stretched across dozens of leads and can't respond to everyone well.
An AI agent can close this gap — respond instantly, qualify thoughtfully, and hand off warmly. But most implementations don't. They optimize capture at the prospect's expense: rapid extraction scripts, pressure tactics, "just let me know your budget" before "hello."
The brief I held with my collaborator: build something that qualifies efficiently and treats the person on the other end with care. Prove those goals aren't a trade-off.
Design Work

What I Designed

CRM dashboard — pipeline & qualification metrics
NuvAI agent chat interface — lead list on left, active conversation with Juan Martínez on right, showing property card for Roma Norte apartment
NuvAI agent chat interface — lead list on left, active conversation with Juan Martínez on right, showing property card for Roma Norte apartment
Agent chat interface — disclosure patterns, qualification flow in action

Service blueprint — the full arc

A service blueprint for the complete journey: capture → qualification → follow-through — mapping where the agent acts, where a human takes over, and where the handoff has to feel seamless. The blueprint is where the human-centered constraints live at the system level: who says what, when the agent yields to a person, and how information moves without the prospect ever having to repeat themselves.
DESIGNED CONVERSATION ARCHITECTURE Lead Inquiry Chat / form submit AI Answers Claude · n8n AI Disclosure "I'm an AI — here to help" up front · non-negotiable Qualification At the lead's pace · Claude qualified not yet Schedule Handoff n8n · CRM update · agent alert Human Agent Follow-up Email Warm · personalized · n8n

Conversation design

The conversation is designed around three interaction constraints that most real-estate lead automation ignores. They hold for the text/chat interaction today, and they're the same principles a voice layer would have to honor if one ships later:
Disclosure first. The agent identifies itself as an AI right up front, before it asks anything. No ambiguity, no theater.
Pace to the person. The conversation follows the lead's rhythm, not a capture script's ideal sequence. If they want to talk about the neighborhood before the budget, the agent goes there.
No pressure. The conversation ends whenever the person wants, and the agent says so. A qualified lead who felt respected is worth more than one who felt pressured into a callback slot.

Agent architecture

How the pieces fit: Claude for reasoning and conversation (the "brain" of the interaction) and n8n for orchestration (routing leads, triggering CRM updates, scheduling human handoffs). A dedicated voice layer (Vapi) is under evaluation for real-time telephony — it isn't part of the current build. Each layer is designed around the conversation experience, not the other way around — the technology follows the interaction, not the reverse.

Rules of Engagement

An explicit collaboration document with my co-creator, written before the first design artifact. It covers: values alignment (what we will and won't build), authorship (who owns which decisions), decision rights (who has veto on what), and exit terms (how the collaboration ends if it needs to).
This is a design artifact. Designing the working relationship with the same care as the product is the only way to ensure the product carries the right values when you're not looking.
Decisions

Key Decisions

Designed interaction flow — three critical moments: disclosure gate (agent identifies itself, human option offered), pacing control (Slower/Normal/Faster with interrupt affordance), and human handoff card preserving conversation context.
Designed interaction flow — three critical moments: disclosure gate (agent identifies itself, human option offered), pacing control (Slower/Normal/Faster with interrupt affordance), and human handoff card preserving conversation context.
Trust architecture — disclosure gate, pacing control, human handoff
View interaction prototype in Figma → Voice-layer exploration — 4-screen prototype with Smart Animate transitions
Disclosure over deception
The agent identifies itself. The industry alternative — ambiguity about whether the person is dealing with a human — generates more initial conversions and causes lasting trust damage when discovered. A qualified lead who felt respected is worth more than one who felt tricked. This is also the ethical floor: people have a right to know they're talking to a machine.
Pace to the human, not the funnel
Qualification scripts are optimized for data extraction speed. The conversation design here is optimized for the person's comfort. This produces a slower, calmer exchange and, we expect, higher qualified-lead quality — because a prospect who was never rushed is a prospect who gave accurate information and felt heard.
Governance written up front
The Rules of Engagement were written before any design work. This prevented the ambiguity that usually breaks two-person projects — about authorship, about what the product is for, about what it refuses to do. The document is itself a design artifact: a proof that governance can be designed, not just hoped for.
Architecture follows conversation, not the reverse
Many AI voice products are designed around the capabilities of the telephony stack. This one was designed around the conversation, then the tech was selected to serve it. Claude was chosen because it can maintain context and values constraints across a variable-length conversation, with n8n orchestrating the workflow; a voice layer (Vapi) is under evaluation for how it handles interruption and natural pause.
Outcome

Outcome (honest current state)

A working pipeline taking shape — service blueprint, conversation design, and agent architecture defined. The full end-to-end conversation flow is next. Framed as building, not shipped-at-scale — but this is where my AI-native, human-first practice is most concretely applied to a real product with real stakes.
NuvAI is the most "employable product" piece in the portfolio: a real conversational-AI surface with a service design layer behind it, built with the actual current stack (Claude + n8n), solving an actual market problem.
Reflection

Reflection

The thing I want to measure when this ships: qualified-lead quality against the humane-design constraints. The hypothesis is that respecting the person and performing for the funnel aren't a trade-off — that disclosure, pacing, and no pressure produce better-quality qualified leads because the prospect gave accurate, uncoerced information.
If that hypothesis holds, it's the clearest possible proof that human-centered AI product design isn't a softening of performance goals. It's a more sophisticated model of what performance means.
If it doesn't hold — if disclosure and pacing measurably reduce qualification rates — that's also data worth having and worth writing up honestly.
Like this project

Posted Jul 14, 2026

Case study detailing the problem, conversation architecture, and decisions behind a disclosure-first real-estate AI agent; includes service blueprint and prototype links.

Likes

0

Views

0