Setup & launch
We map what callers need, document the boundaries, connect each outcome, test representative and failure scenarios, and ask for your approval before the assistant serves callers.
The sequence is defined; the schedule depends on your call paths, integrations, and deployment languages.
The launch path
The goal is not to switch on a generic bot. It is to turn your real call rules into a setup that can be tested before customers rely on it.
Phase 1
We review how calls work today: common reasons for calling, business hours, locations, booking rules, messages, urgent requests, and when a person must take over.
Output: an agreed launch scope and source-material checklist.
Phase 2
We turn those decisions into a reviewable map of greetings, required questions, approved answers, actions, handoffs, and out-of-scope requests.
Output: a documented call flow and operating boundaries.
Phase 3
We confirm which calls are forwarded, where bookings are written, where messages are delivered, and which numbers receive transfers. Any custom integration is scoped before it is included.
Output: a routing and integration map.
Phase 4
We apply the approved business information, rules, outcome fields, and selected deployment languages. Engine support alone is not treated as launch readiness.
Output: a configured setup ready for testing.
Phase 5
We test routine requests and failure paths: unavailable times, unknown questions, interruptions, language changes, unavailable destinations, and requests for a person.
Output: a test checklist with findings and corrections.
Phase 6
You review the agreed greeting, call paths, sample outcomes, and fallback behavior. The setup is enabled only after launch checks are complete and you approve the agreed scope.
Output: an approved launch checklist.
Launch gates
Natural speech is not enough. The information, destination, and safe fallback must work as agreed too.
The approved sources answer the included questions without unsupported claims.
Bookings, messages, and transfers reach the destination agreed for each path.
An unknown answer, unavailable integration, or unanswered transfer ends in an agreed message, follow-up, or handoff.
Each selected deployment language passes representative scenarios for names, services, dates, and handoff phrases.
If a gate does not pass, that scenario stays outside the launch scope or uses an agreed safe fallback.
Working agreement
The setup is a joint review, not a black-box handoff.
After launch
Early calls show where the documented setup needs correction and where a new workflow should be scoped.
Look across bookings, messages, transfers, and fallbacks instead of reacting to one unusual call.
Correct business information and rules at their source so the next test has a clear reason.
New workflows, destinations, or deployment languages return to representative testing before they are relied on.
Tell us your most common caller requests, current phone setup, target destinations, and customer languages. We will show what needs to be configured and tested before launch.