What you control
- ✓The first message
- ✓The questions it asks
- ✓Your service area and who you serve
- ✓The types of appointments
- ✓What counts as urgent, and when to alert you
- ✓When a person takes over
Each step follows your questions, your service rules, your tools, and when you want to step in.
Example workflow. Actual implementation varies by client, tools, and approval rules.
A customer who just called is actively looking for help. The goal is to respond while the request is still current and the conversation is still easy to continue.
It does not need to close every sale. It needs to let the caller know you got their call, collect useful details, and set a clear next step before they move on.
We'll look at how missed calls are handled now, then plan how it replies, what it asks, how it books, and how you're alerted.