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
- Answer routed calls, identify intent, and separate real callers from spam, low-fit requests, and urgent calls.
- Answer and classify
- Resolve or reject low-value calls politely
- Transfer high-priority callers
- Confirm the next step, repeat any commitment made to the caller, and write a reviewable summary for the team.
Qualification fields
- Caller identity, number, reason, repeat-caller flag, urgency, business value, and requested person or department
- Screening decision, confidence, transfer reason, and review tag
- Outcome label, next action, transcript link where allowed, owner, due window, and failed-write status
Human handoff rules
- Transfer urgent, VIP, account-specific, emotional, or high-value calls
- Create review tasks for uncertain screened calls and false-positive checks
- Transfer or create a callback when the caller asks for a person or the agent is uncertain.
Do not automate
- Do not block uncertain callers without a safe callback path
- Do not screen based on protected characteristics or unapproved criteria
- Do not hide screening decisions from review
- Do not continue automation when approved knowledge, consent, destination access, or fallback ownership is missing.
Stack handoff
- CRM lookup, spam tag, call log, Slack or Teams alert for priority callers, review dashboard
- Structured call summary with intent, urgency, caller details, next action, and review status
Plan fit
- Starter for one screening workflow
- Growth for CRM lookup and priority transfer
- Scale for multiple queues, locations, and weekly quality reporting