Intended outcome
Qualified consultation request. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Services
- Case studies
- Pricing approach
- Consultation policy
Business decisions to configure
- List services and ideal clients
- Add qualification questions
- Set enterprise routing rules
Conversation starting point
Caller: We need help improving our customer support process.
Aholler: I can arrange a consultation. What outcome are you aiming for, and when would you like to start?