Setup steps
1
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.
2
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.
3
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.
4
Assign sign-off
Name one operating owner who approves greeting, disclosure, qualification questions, escalation rules, and launch timing.