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STEP 1 · NEED
What should your assistant do?
Choose its main job. You can fine-tune everything later.
01
Front desk
Answer, understand and route.
General business phone reception.
02
Stop missing calls
Take over when your team is busy.
For calls you cannot pick up.
03
Qualify requests
Ask the right questions before follow-up.
For quotes, leads and customer requests.
04
Book appointments
Offer and book appointments.
Connect a calendar after signup.
05
Handle after-hours calls
Answer evenings, weekends and after hours.
Use the schedule you define.
06
Another need
Set up phone reception around your specific need.
You can refine the rules later.
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