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docs / guides

Guides and go-live checklist

Ten checks to pass before a phone agent talks to real callers, and short guides that explain each one.

Go-live checklist

Line-art phone handset on a launch stand beside a clipboard of empty tick boxes.
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0 of 10 done

Consent and AI notice

Human handoff

Callers should never feel trapped. Offer a person when they ask, when the agent fails twice in a row, or when the topic is sensitive. Always plan the case where nobody is available: take a message and promise a callback window you can keep.

Of course. Let me connect you to a person.
[if no one is free]
Nobody is free right now. May I take your number and a short message?

Silence and endpointing

Endpointing decides when the caller has finished. Too short and the agent cuts people off mid-number. Too long and every turn feels slow. Use a longer wait after questions that expect digits or dates. For true silence, re-ask once with a different wording, then offer help, then end.

[5 s of silence]  Are you still there?
[5 s of silence]  I can't hear you. I'll let you go. Please call back any time.

Interruptions and barge-in

Callers talk over agents. Stop speaking quickly when you detect real speech, but ignore coughs and "mm-hm". Keep agent sentences short so there is less to cut. Test with the barge-in toggle in the Pause Player to feel how it sounds.

Agent:  Your appointment is on Thursday at ten, and you'll need to
Caller: Wait, not Thursday.
Agent:  Sorry. Which day works better?

Confirming details

Speech recognition mishears names, numbers and dates. Read back anything that matters, one item at a time, and accept a simple yes or no. If the answer is no, ask for only that item again.

I have Friday the 14th at 3 PM. Is that right?
[no]  Which part should I change, the day or the time?

Logging with care

Log enough to debug: timestamps per stage, transcripts you are allowed to keep, and the reason each call ended. Skip what you don't need, set a retention period and never ask callers to read out card numbers or passwords. Your own privacy duties depend on your location and use case.

Writing for the ear

Short sentences. One question at a time. No lists, no symbols, no long numbers in one breath. Put the key word last so it lands. Read every line aloud before it goes live, or generate a draft with the Call Script Writer and edit it.