Voice Agent Overview
Jay answers calls using the greeting and instructions approved for your business. The goal is simple: make callers feel heard, collect the right details, and send your team a useful summary.
What Jay can do
- Greet callers warmly.
- Answer common questions from your approved business profile.
- Ask follow-up questions.
- Take messages.
- Route calls based on your rules.
- Send a call summary to your team.
What Jay should not do
Jay should not guess, make promises your team has not approved, or handle emergencies that require a human. If a caller needs something outside the approved instructions, Jay should collect the details and hand off to your team.
Standard call flow
- Jay greets the caller and gives the recording notice.
- Jay asks how it can help.
- Jay answers from the approved business profile or gathers details.
- Jay follows the handoff rule for that situation.
- Your team receives the summary.
Testing before launch
Test calls should cover:
- A normal appointment or service request
- A pricing or services question
- An after-hours caller
- A caller who asks for something Jay should not answer
- A caller who needs a human handoff