Make these nine calls from a phone that isn't your business line before you go live, and check the calendar, the summary text, and your RiverX account after each one. Write down anything off and send it to us. We fix it before real customers call.
Check: appointment on the calendar with the right time, address, and job type.
Check: the answer matches your knowledge base.
Check: it says so politely and doesn't book it.
Check: it doesn't book it.
Check: the transfer or alert reaches the right phone, and the backup if you set one.
Check: it switches and books in Spanish.
Check: you get a text back.
Check: it still gets your name and number right.
Check: it says it's an AI assistant for your business.
After every call check: the summary arrived, and the call recording and transcript are in Conversations in your RiverX account.
Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.
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