How do we get started?

Every project starts with the material your team already works from. What that is depends on the product.

For a qualifying bot

• The script your agents read today, including the answers that disqualify a caller.
• Your dialer type (ViciDial or Morpheus), the campaign the bot will work, and where qualified transfers should land.
• The IP addresses of your dialer servers, so we can allow their calls in. See what we need from your dialer.

For a voice agent or chatbot

• The documents your staff answer from: policies, price lists, FAQs, menus, brochures.
• For a voice agent, the phone number it should answer and the number it should transfer to.
• For a chatbot, the website addresses it will run on.

What happens next

1. 1We build the bot around your material and share it with you.
2. 2You test it yourself, in your browser, before it touches a real caller. See testing a bot before it goes live.
3. 3We connect it to your dialer, phone line or website and start with a small amount of traffic.
4. 4You review the first calls or conversations with us, and we adjust the wording before turning the volume up.