Plan your first calling workflow

Decide whether the first workflow handles inbound enquiries, appointment requests or an approved outbound follow-up. Define the business, caller audience, language, opening message and the point at which a human takes over.

Confirm the suitable software license, approved telephone route, usage allowance and support owner. Prepare current business facts and a human handoff destination. A saved assistant without a connected number is not a working phone service.

Test with an authorized participant before public use. Check understanding, incorrect or missing information, interruptions, stop requests and handoff. Verify each booking or CRM action in the destination. Activate only the workflow that passed the agreed checks.