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Free PDF · 3 pages
Plan what your AI receptionist should handle.
Choose a useful first call type, prepare approved answers and define when a person needs to take over. Use the test checklist before connecting your phone.
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Inside the guide
- A scope and handover checklist
- A sample opening and enquiry record
- A plan for testing awkward calls
Use it with your team, write down what you find and choose one practical next step.
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