# The Secretary

- **Event:** [Built with Opus 4.7: a Claude Code hackathon](https://cerebralvalley.ai/e/built-with-4-7-hackathon)
- **When:** Apr 21 at 12:00 PM – Apr 27 at 2:00 AM (EDT)
- **Where:** Online
- **Team:** [Grace Esteban](https://cerebralvalley.ai/u/gracesteban)
- **GitHub:** https://github.com/mgesteban/concierge
- **Demo video:** https://youtu.be/znKrItMsI-I
- **Gallery:** https://cerebralvalley.ai/e/built-with-4-7-hackathon/hackathon/gallery
- **Page:** https://cerebralvalley.ai/e/built-with-4-7-hackathon/hackathon/gallery/154

BoardBreeze Concierge is a 24/7 voice + SMS customer success agent for                                                                                                          
  BoardBreeze (appboardbreeze.com), the AI meeting-minutes app I shipped                                                                                                          
  earlier this year. Built in one week for the Anthropic × Cerebral Valley                                                                                                        
  Global Hackathon, on Claude Opus 4.7.                                                                                                                                           
                                                                                                                                                                                  
  THE PROBLEM     
                                                                                                                                                                                  
  BoardBreeze grew faster than I could support it. Subscribers across the                                                                                                         
  US, Canada, England, the Philippines, and Zimbabwe most of them
  non-technical board clerks, HOA managers, and nonprofit coordinators                                                                                                         
  want to talk to a person on the phone. Some of their questions are easy.
  Some are even in the FAQ. But I am one person with a full-time                                                                                                                  
  civil-service job at City College of San Francisco. I cannot answer
  every call fast enough. Customer success at that scale needed a real                                                                                                            
  solution.       
                                                                                                                                                                                  
  THE SOLUTION    

  One phone number. One Claude Opus 4.7 agent. Five specialist modes inside                                                                                                       
  that single agent, invoked by the agent based on what the caller needs:
                                                                                                                                                                                  
  • Governance Helper — open meetings law, Brown Act, agenda posting rules
  • Product Expert — BoardBreeze features, pricing, plan comparisons                                                                                                              
  • Tech Support — onboarding and account questions
  • Sales Closer — answers prospects, books demos                                                                                                                                 
  • Escalation Handler — texts me directly when a human is genuinely needed
                                                                                                                                                                                  
  That last mode is my dream come true. As an admin assistant, having a  system that only bothers you when it truly matters? That's the innovation.
                                                                                                                                                                                  
  Call it yourself: 1-844-786-2076                                                                                                                                                
   
  UNDER THE HOOD                                                                                                                                                                  
                  
  • Claude Opus 4.7 — voice and SMS conversation, via the Anthropic                                                                                                               
    Messages API
  • Claude Haiku 4.5 — fast fact-checker inside the citation-verification                                                                                                         
    tool. Opus thinks, Haiku verifies.
  • Direct Messages API on voice — I measured ~6 seconds of overhead on
    the higher-level agent stack, which is a hang-up on a phone call. So                                                                                                          
    the voice channel calls the Messages API directly with sentence-by-
    sentence streaming. The caller hears the answer beginning while the                                                                                                           
    answer is still being written.
  • Twilio — voice + SMS                                                                                                                                                          
  • ElevenLabs — text-to-speech in my own cloned voice
  • Supabase + pgvector + Voyage AI — governance knowledge base with                                                                                                              
    vector search
  • Citation guardrail — every statute reference is verified to exist AND                                                                                                         
    to support the claim before being read out loud. No hallucinated laws.                                                                                                        
  • Cross-session memory — if Jane texts on Monday and calls on Thursday,
    the agent remembers her                                                                                                                                                       
     
ARCHITECTURE: ONE MANAGED AGENT, TWO TRANSPORT LAYERS                                                                                                                           
                                                                                                                                                                                  
  The Concierge is a single Claude Managed Agent (CMA) — one agent name,                                                                                                          
  one system prompt, one set of registered custom tools. Following the                                                                                                            
  "one agent + many skills" pattern Anthropic's Michael Cohen described                                                                                                           
  at the hackathon Thursday session.                                                                                                                                              
                                                                                                                                                                                  
  • SMS runs entirely on CMA. Each caller's phone number has its own CMA                                                                                                          
    session. Sessions persist across days and weeks, which is how the
    agent remembers a caller from a previous conversation — no custom                                                                                                             
    memory layer required. CMA does it.                                                                                                                                           
                                                                                                                                                                                  
  • Voice reuses the same CMA agent definition (system prompt + tools +                                                                                                           
    handlers) but executes the turn loop against the Anthropic Messages
    API directly, because I measured ~6 seconds of CMA event-stream                                                                                                               
    overhead per turn — unworkable inside Twilio's 15-second webhook                                                                                                              
    ceiling.
                                                                                                                                                                                  
  • Four custom tools registered with the CMA agent: search_governance_kb,
    search_product_kb, verify_citation, escalate_to_grace.                                                                                                                        
                  
  • The agent evolves in place via client.beta.agents.update() —                                                                                                                  
    added a tool mid-hackathon without resetting any existing caller's
    session memory.             
  PRODUCTION DEPLOYMENT                                                                                                                                                           
                  
  Pivoted from AWS App Runner to AWS ECS Fargate mid-hackathon. Docker                                                                                                            
  containerization, Amazon ECR, AWS Secrets Manager for 11 API keys, two
  least-privilege IAM roles, Application Load Balancer with Amazon-issued                                                                                                         
  TLS certificate, custom domain at concierge.appboardbreeze.com via                                                                                                              
  Vercel DNS, CloudWatch logs, deployment circuit breaker with
  auto-rollback.                                                                                                                                                                  
                  
  Live at: https://concierge.appboardbreeze.com                                                                                                                                   
                  
  Built with Claude Code as my development partner.

---

Markdown version of https://cerebralvalley.ai/e/built-with-4-7-hackathon/hackathon/gallery/154. Site index for agents: https://cerebralvalley.ai/llms.txt · full text: https://cerebralvalley.ai/llms-full.txt
