Risk Survey & Inspection Scheduling
Conduct structured risk surveys and schedule on-site inspections for commercial or high-value residential policies — all without a field inspector making the first contact.
Why this matters
Automate claims intake, policy renewals, and customer outreach with voice agents built for regulated insurance workflows. This example shows you how to automate risk survey & inspection scheduling calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.
Installation
Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
# Public PyPI package coming soon — the install command will simplify to:
# pip install guava
# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."How it's built
Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.
Imports
Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import osAgent setup
set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.
class RiskSurveyBot(guava.CallController):
def __init__(self, contact_name: str, property_address: str, policy_number: str):
super().__init__()
self.set_persona(
organization_name="Atlas Underwriters Risk Services",
agent_name="Blake",
)
self.set_task(
objective=f"Complete risk survey for {property_address} and schedule inspection if needed",
checklist=[
f"Introduce yourself to {contact_name} and explain the annual risk assessment process.",
guava.Field(
key="sprinkler_system",
field_type="bool",
description="Does the property have a sprinkler system?",
),
guava.Field(
key="fire_alarm_monitored",
field_type="bool",
description="Is the fire alarm system centrally monitored?",
),
guava.Field(
key="recent_renovations",
field_type="bool",
description="Any major renovations in the past 2 years?",
),
guava.Field(
key="occupancy_changes",
field_type="bool",
description="Any changes in occupancy or business operations?",
),
guava.Field(
key="inspection_needed",
field_type="bool",
description="Based on answers, does an on-site inspection need to be scheduled?",
),
guava.Field(
key="inspection_availability",
field_type="calendar_slot",
description="Best time for inspector to visit",
required=False,
choice_generator=lambda: ["Mon 9-12", "Mon 1-4", "Wed 9-12", "Fri 9-12"],
),
"Confirm survey completion and inspection details if applicable.",
],
on_complete=lambda fields: print(f"Risk survey complete for {property_address}"),
)
guava.dial(
controller=RiskSurveyBot,
controller_args={"contact_name": "Gary Mendez", "property_address": "2210 Commerce Blvd Suite 400",
"policy_number": "COM-7742"},
to=os.environ["CONTACT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Platform performance
<1s
Response time
99.99%
Uptime SLA
13+
Industries served
Full example
The complete file — copy it, save it as example.py, and run it.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
class RiskSurveyBot(guava.CallController):
def __init__(self, contact_name: str, property_address: str, policy_number: str):
super().__init__()
self.set_persona(
organization_name="Atlas Underwriters Risk Services",
agent_name="Blake",
)
self.set_task(
objective=f"Complete risk survey for {property_address} and schedule inspection if needed",
checklist=[
f"Introduce yourself to {contact_name} and explain the annual risk assessment process.",
guava.Field(
key="sprinkler_system",
field_type="bool",
description="Does the property have a sprinkler system?",
),
guava.Field(
key="fire_alarm_monitored",
field_type="bool",
description="Is the fire alarm system centrally monitored?",
),
guava.Field(
key="recent_renovations",
field_type="bool",
description="Any major renovations in the past 2 years?",
),
guava.Field(
key="occupancy_changes",
field_type="bool",
description="Any changes in occupancy or business operations?",
),
guava.Field(
key="inspection_needed",
field_type="bool",
description="Based on answers, does an on-site inspection need to be scheduled?",
),
guava.Field(
key="inspection_availability",
field_type="calendar_slot",
description="Best time for inspector to visit",
required=False,
choice_generator=lambda: ["Mon 9-12", "Mon 1-4", "Wed 9-12", "Fri 9-12"],
),
"Confirm survey completion and inspection details if applicable.",
],
on_complete=lambda fields: print(f"Risk survey complete for {property_address}"),
)
guava.dial(
controller=RiskSurveyBot,
controller_args={"contact_name": "Gary Mendez", "property_address": "2210 Commerce Blvd Suite 400",
"policy_number": "COM-7742"},
to=os.environ["CONTACT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Run it
Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.
python example.py