Implementation playbook
The workflow details buyers need before a demo.
Resolve the practical workflow details before routing callers: what the agent says first, which fields it captures, when it stops, where the record goes, and which plan shape usually fits.
Sample call flow
- Identify service, stylist preference, location, timing, and whether the caller is booking, rescheduling, cancelling, or asking a policy question.
- Ask service, provider preference, timing, and contact details
- Offer available slots or capture callback requests
- Send summaries to staff
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller name, phone, service type, preferred stylist, preferred date, service duration, and notes such as color correction or bridal request
- Deposit, cancellation, patch-test, and new-client policy acknowledgements where approved
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer complaints, complex color corrections, bridal packages, payment disputes, and VIP clients
- Create callback tasks when the requested stylist or service duration is uncertain
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not promise exact pricing for complex services without approved ranges
- Do not override stylist buffers, deposits, cancellation rules, or patch-test requirements
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Google Calendar, Outlook, Calendly-style booking, Square-style booking notes, CRM notes, SMS or email confirmation handoff
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Starter for FAQ and callback capture
- Growth for booking plus calendar notes
- Scale for multi-location salons and stylist routing