Your HelloService.AI agent is highly customizable to fit your business needs. Follow the steps below to tailor its responses, automate actions, and optimize customer interactions.
Your AI agent processes customer interactions using OpenAI and Vapi.ai. You can customize it to:
"You are a virtual assistant for [Business Name]. Your goal is to assist customers with common inquiries, scheduling, and lead collection. If a user asks about booking a service, offer to schedule an appointment. If they ask a question you can’t answer, escalate the request. If they express interest in services, collect their contact details as a lead."
Customize how your agent handles specific situations. Below are some example prompts:
👉 If a customer asks the same question three times, escalate to a human agent. 👉 If a customer says they’re unhappy with the response, escalate the issue.
💡 Example Prompt:
"If a user is frustrated or asks for a human, say: 'I understand your concern. Let me connect you with a specialist.' Then, trigger an email escalation."
👉 If a user asks about scheduling, guide them to the booking page. 👉 Confirm appointment details before completing the booking.
💡 Example Prompt: "When a user requests an appointment, ask for their preferred date and time. If available, confirm and book. Otherwise, offer the closest alternative."
👉 If a user inquires about pricing, capture their contact details. 👉 For new service requests, collect their name, email, and phone number.
💡 Example Prompt: "If a user is interested in our services but not ready to book, ask for their contact information for follow-up. Store the details in the CRM."
📩 Make sure to check your inbox and whitelist hello@helloservice.ai!
By following these steps, you’ll have a fully optimized AI agent handling customer interactions efficiently. Need help? Reach out to support@helloservice.ai. 🚀