Prompt
Copy this into your agent’s Prompt tab and replace the[placeholders].
Tools
Add one Transfer Call per department in the Tools tab:
Optional: Add Calendar Booking if you want the agent to schedule appointments via Cal.com.
Knowledge
Create a knowledge base with the information callers ask about most:- Business hours, location, parking directions
- Staff names and roles (so the agent knows who to transfer to)
- Services you offer and basic pricing
- Cancellation, refund, or return policies
Analytics
Call Flow
- Greeting: “Thank you for calling [Business Name]. How can I help you today?”
- Silence reminders: Enable after 15 seconds
- Max duration: 10-15 minutes
Deploy
- Test with Web Call — verify the greeting, FAQ answers, and transfer behavior
- Test with a real Phone Call — check voice quality and timing
- Buy a phone number and assign this agent
- Monitor Conversations for the first week
After Launch
- Review 5-10 calls in the first week — look for unanswered questions
- Add missing info to the knowledge base as gaps appear
- Use Quality Studio to flag and fix recurring issues
- Check the Dashboard for call volume patterns
Next Steps
Transfer Tool
Configure call routing destinations
Calendar Booking
Add appointment scheduling
Knowledge Base
Structure your business information
Production Checklist
Complete pre-launch verification steps