Automation · phone enquiries
Answer, qualify and route calls when your team cannot pick up.
The AI phone agent follows an approved call flow, collects the essential details and routes each enquiry according to clear rules—without pretending to replace specialist judgement.
A real-world scenario
Your team is on a job when a new customer calls. The agent answers, explains its role, captures the service, location, urgency and contact details, then routes the summary to the right person.
What it does
- Answers with an approved introduction and service scope
- Collects structured lead and callback details
- Routes calls and summaries using agreed rules
- Flags urgent or unclear cases for human review
What it does not do
- Act as an emergency service or provide safety-critical instructions
- Commit to complex prices, availability or guarantees without approval
- Replace a qualified person in sensitive conversations
Who it is for
Busy service businesses that miss calls while driving, working on site or helping another customer.
Who it is not for
Emergency lines, highly regulated advice, or teams without anyone available to own callbacks and exceptions.
What is included
Answer, qualify and route calls when your team cannot pick up.
- Call objective and script design
- Qualification questions and data fields
- Routing and escalation rules
- Call summary delivery
- Test calls and exception handling
- Performance review and script refinement
Setup process
- 01Map the calls you receive and the desired outcomes
- 02Approve the greeting, questions and boundaries
- 03Configure routing, summaries and escalation
- 04Run test calls across expected scenarios
- 05Launch with monitoring and refine from evidence
Must already be in place: A suitable phone setup, approved call information and named owners for callbacks and escalations.