Overview
Your AI agent is live—now let’s ensure you get full value. Below are the top best practices to keep your callers (and your team) happy.Best Practices
- Keep Scripts Clear & Concise
- Callers should intuitively know what’s going on.
- Limit each response to just one or two lines of speech.
- Regularly Review Transcripts & Summaries
- Spot trends in questions or issues through transcripts.
- Use summaries and action items to follow up on leads or appointments quickly.
- Keep Contact Data Up-to-Date
- Ensure the agent gathers names, phone numbers, and relevant info.
- Validate data in the contacts table so you can funnel leads into your CRM or marketing campaigns.
- Adapt & Evolve
- As your business grows or changes, revise scripts to address new services or promotions.
- Periodically update your greeting with seasonal or promotional messages (e.g., “Ask us about 20% off this month!”).
- Prompt Follow-Ups
- Use call summaries, transcripts, and suggested action items to determine whether a lead requires immediate follow-up.
- Quick action can convert inbound calls into loyal customers.
By applying these best practices—particularly around call guidelines, transcripts, and automated summarization—you’ll create a smooth, user-friendly experience for anyone calling your business. Keep evolving your setup, and don’t forget to utilize all of Service Agent’s features to maximize results.