From the blog · Video
Draft your service call workflow from a description
Describe your calls the way you would brief a new hire, and Auto Generate drafts the workflow. A walk through the four decisions to write down, then how to check, validate and edit the draft.
Recorded in the aiReceptionist portal, on a home services demo account.
Transcript
[Phone rings]
Your description: “No heat? Transfer to my on-call tech. Everything else, book a visit.”
Describe your calls the way you'd brief a new hire.
Auto Generate turns that description into a draft workflow.
The more of your decisions you write down, the closer the draft.
Say what callers want: a repair, a quote, a booking.
Say what to ask on every call. Those become the fields it collects.
Say which calls go to a person, then check the draft has the transfer.
Say what it must never promise, like an arrival time.
Each connection has a condition. Write it the way a caller would say it.
Check the fields and the transfers, then validate it.
Duplicate to Edit keeps the live workflow answering while you change a copy.
On screen: Draft your service call workflow from a description. aireceptionist.com/blog
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