How to Create the Perfect Greeting for Your AI Assistant
Your AI assistant can perform various tasks, from answering caller questions, directing people to your website to transact, or capturing leads for your business. Your greeting is the most important part of ensuring callers reach where you want them to go. In this article, we'll show you how to optimize your agent's greeting to drive callers toward actions that align with your business objectives.
Why Optimize Your Greeting?
Your greeting sets the tone for your caller's experience with your AI assistant. It's your digital receptionist's first impression, so it's crucial to make it clear and concise. An effective greeting should guide your callers down the paths you want them to take. Here are the most common:
Agent acts as a general receptionist: Your agent can act as a general receptionist by letting callers know different ways it can help (answer questions, transfer calls, take messages)
Agent drives callers to transact on your website: Your agent can immediately drive people toward a website where they can transact by placing an order, booking an appointment, or making a reservation.
Agent takes messages/captures leads: You can customize your message-taking flow and link it to your greeting to capture new leads for your business.
I want my agent to act as a general receptionist.
If you want your agent to act as a general receptionist, the best path is to let callers know what they can do. For example, you might configure your greeting to be:
Action: Give a Quick Answer
Agent will say: Thanks for calling Goodcall Consulting. I'm a smartphone assistant who can think. I can help answer questions, transfer you to the right person, or take a message for the team.
Your agent will automatically ask callers, "how can I help you?" after delivering this message.
Here is a demo walkthrough for more detailed information:
I want my agent to drive online food orders/table reservations.
If you want your agent to act as a restaurant agent, the best path is to let callers know what they can do. For example, you might configure your greeting to be:
Action: Direct caller to website
Agent will say: Thanks for calling Goodcall Consulting. I'm a smartphone assistant who can think. I can help direct you to our website to book an appointment.
Your agent will automatically ask callers, "how can I help you?" after delivering this message.
Here is a demo walkthrough for more detailed information:
I want my agent to drive online appointments.
If you want your agent to act as an appointment agent, the best path is to let callers know what they can do. For example, you might configure your greeting to be:
Action: Direct caller to website
Agent will say: Thanks for calling Goodcall Consulting. I'm a smartphone assistant who can think. I can help direct you to our website to book an appointment.
Your agent will automatically ask callers, "how can I help you?" after delivering this message.
Here is a demo walkthrough for more detailed information:
I want my agent to capture leads.
If you want your agent to act as a lead capture agent, the best path is to use a contact form. You may need to set this up, but don’t worry it only takes a few clicks! Learn more here
Here’s an example of how you might set this up.
Action: Fill Contact form
The agent will say: Hi. Thanks for calling Goodcall. I would appreciate it if you could answer a few quick questions for me.
Your agent will automatically ask callers all the questions you specify in your form.
Here is a demo walkthrough for more detailed information:
Advanced Greeting features
No matter your business type, here are some general tips to enhance your greeting:
Timing Options: Customize when your AI assistant answers calls. You can choose between "Immediately," where it answers right away, or "After no answer at (XXX) XXX-XXXX," which means if you’re busy and can’t answer the phone, your agent will pick up your calls after 4 rings.
Action Dropdown: Use the action dropdown menu to define what you want your agent to perform based on caller input.
Business Hours: Tailor your greeting based on your Open Hours.
Business Hours: Tailor your greeting based on your After Hours. Remember that callers won't be able to transfer to your business line when your business is closed.
By following these tips and tailoring your greeting to your business needs, you can create a welcoming and effective introduction for your AI assistant. Just to remind you, a well-optimized greeting can drive callers to commit to actions that benefit your customers and business. Happy optimizing!