Your assistant.
Set up around your business.

Start with the conversations you want to handle. Add the information and connections that make each answer useful.

01

Choose its role.

Decide whether to start with reception, support, bookings or enquiries.

02

Give it the essentials.

Add your business details, opening hours, approved answers and callback rules.

03

Connect what it needs.

Add the systems that support the actions you want it to take. Leave other actions as requests for your team.

04

Hear it before customers do.

Test the greeting, typical questions and handover situations using your own scenarios.

05

Bring it onto your calls.

Review phone routing, responsibilities and the caller introduction before launch. Keep improving the information as your business changes.

Let’s start with one useful conversation.

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