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
- Choose the queues, numbers, and overflow rules where AI intake helps without disrupting live agents.
- Select queues or numbers for AI overflow
- Capture intent, urgency, and account context
- Route outcome to the right owner or channel
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Queue, number, caller intent, account clue, urgency, assigned owner, transfer path, and support or sales category
- Overflow trigger, failed transfer, and callback status
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer hot sales, angry support, account-specific, and urgent callers
- Create follow-up tasks when queues are overloaded or transfers fail
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not position AI intake as full contact-center replacement without proof
- Do not hide failed transfers from sales or support owners
- Do not write transcripts into tools without access review
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- Aircall queue context, CRM, Zendesk, Slack or Teams alerts, callback tasks, analytics tags
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Growth for queue overflow and summaries
- Scale for sales/support routing and reporting
- Enterprise for contact-center governance and custom integrations