Create a Conversation Guide, Part 1: Flow Settings & Voicemail

DESCRIPTION A conversation guide is your agency's call script. It's broken into sections with talking points, so your team knows what to say and in what order. In this video you'll start a new guide in Agency Call Pilot and set up its flow settings and its voicemail. In Part 2 we build the sections and talking points your team will follow on the call. What you'll learn: How to get to the guide builder: Home → left menu → Admin dashboard → Manage conversation guides → Create guide A tour of the Build your guide screen: Flow settings, the form, the Live preview, Back to viewer, Full screen builder, and Save draft / Publish Setting the flow title, Main category and Subcategory Choosing the call Direction (Inbound or Outbound) Adding keywords and a Primary pro tip The three Voicemail options: No voicemail, Use agency default, and Use a custom voicemail Writing a custom voicemail with the formatting toolbar and Insert dynamic field (user first name, agency name, agency phone) How your team sees and copies the voicemail from a guide What to do when you're ready: Continue to Step 1 CHAPTERS 0:00 Introduction: what a conversation guide is 0:22 Open the guide builder (Admin dashboard → Manage conversation guides → Create guide) 0:35 The Build your guide screen 0:55 Flow title 1:03 Main category and Subcategory 1:20 Direction (Inbound / Outbound) 1:32 Keywords 1:41 Primary pro tip 1:51 Voicemail options 2:05 No voicemail and Use agency default 2:22 Custom voicemail and dynamic fields 3:09 How your team sees the voicemail 3:25 Recap and next step NEED HELP? Support is available Monday-Friday, 9am-5pm Eastern. Email: support@agencycallpilot.com Or open Support from the bottom of any page in the app.