Setup steps
Run happy-path calls first
Test the most common call types: new lead, appointment request, support question, existing customer, after-hours call, and general inquiry.
Test failure paths
Try missing required fields, unclear caller intent, no available calendar slots, invalid service area, disconnected fallback number, and caller refusal of recording.
Review outputs
Check transcripts, summaries, tags, CRM notes, calendar events, tickets, alerts, and callback tasks. The call is not complete until the after-call record is usable.
Assign sign-off
Name one operating owner who approves greeting, disclosure, qualification questions, escalation rules, and launch timing.