Opening Line
How should the agent greet the customer? Use [Name] and [Agent] as placeholders.
When Everything's Fine
What should the agent say when the customer confirms all is good?
When Customer Wants to Chat
What should happen when the customer needs to speak to someone?
No Answer Handling
What should happen when the customer doesn't pick up?
CRM System
Where does your customer data live?
Calendar / Booking System
For booking follow-up appointments with your team.
Telephony / SIP Provider
How do your outbound calls currently route?
Other Integrations
Select any additional systems you'd like connected.
WhatsApp
SMS / Text
Email
Slack
Microsoft Teams
Zapier
Google Sheets
Custom Webhook
Off-Limits Topics
Select topics the agent should never discuss.
Pricing / Rates
Competitors
Technical Details
Contract Terms
Internal Operations
Personal Data
When the Agent Can't Answer
What should happen when a customer asks something outside the agent's scope?
"I'll have someone get back to you"
Post-Call Logging
What should be recorded after each call?
Call Outcome
Call Summary / Notes
Next Follow-up Date
Call Recording
Full Transcript
Customer Sentiment
Future Flows — Priority Ranking
Drag to reorder. We'll build these after the check-in agent is live.
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1
Payment Follow-Up
Phase 2
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2
Spend Drop Alerts
Phase 2
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3
ASR / ACD Quality Tracking
Phase 2
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4
Feedback & Referral Collection
Phase 2
Anything Else?
Any other preferences, requirements, or notes for our team.
