Conversation Flow
The conversation flow is the step-by-step path Jai follows when someone calls or chats with your business.
You do not need to write a prompt. JAIS starts with an industry template, uses your website and business profile to fill in the details, then asks you to review the parts that should sound like your business.
What JAIS Sets Up
JAIS configures the baseline flow:
- Required AI and recording disclosures
- Safety and privacy guardrails
- What Jai should not answer
- How Jai should handle unsupported questions
- How call and chat summaries are formatted
- When final human review is required before go-live
What You Review
You review the customer-facing pieces:
| Field | What it controls |
|---|---|
| Primary goal | What Jai should accomplish in most conversations |
| First question | The first helpful question after the greeting |
| Common reasons people call | How Jai routes the conversation |
| Questions Jai should ask | The intake questions Jai uses before booking or sending a summary |
| Required details | The information Jai should collect before handing off |
| Booking path | When Jai should help schedule or request an appointment |
| Handoff path | When Jai should transfer, take a message, or route to your team |
| Follow-up expectation | What Jai can safely say about response timing |
Industry Templates
JAIS starts from a template that matches your business type. Current templates include:
- Local service business
- Home services
- Healthcare and wellness
- Professional services
- Real estate and property
- Retail or storefront
- SaaS and technology
- General front desk
Each template gives Jai a practical starting point. Your business profile and approved knowledge base keep the answers specific to your company.
Example
For a local service business, Jai may follow this shape:
- Greet the caller and give the required notice.
- Ask what they need help with.
- Decide whether the request is a service question, booking request, urgent issue, or human handoff.
- Answer only from approved business information.
- Collect name, phone, service need, location or service area, and preferred time when follow-up is needed.
- Book, route, or take a message based on your rules.
- Confirm the next step and send your team a clean summary.
Keeping It Accurate
Jai should only answer from approved sources. If your hours, services, pricing language, service area, or handoff rules change, update your business profile or ask JAIS support to refresh the knowledge base.
The conversation flow is shared across phone and website chat, but the wording is adjusted for each channel.