How It Works
A simple, fast deployment process designed for real operations.
1
Discovery
- ●Lead flow mapping (calls, forms, DMs)
- ●Qualification criteria and scripts
- ●Booking rules and escalation paths
- ●Tooling + integration review
2
Build & Train
- ●Agent configuration (voice/chat)
- ●Knowledge base + FAQs
- ●Pricing boundaries and safe responses
- ●Brand tone and language
3
Integrate
- ●Calendar connection
- ●CRM logging
- ●Notifications (SMS/email)
- ●Handoff to staff
4
Test & Launch
- ●Simulated conversations
- ●Edge case handling
- ●Go-live checklist
- ●Launch and monitoring
5
Optimize
- ●Call/lead analytics
- ●Script improvements
- ●New intents and FAQs
- ●Monthly tuning
