AI phone assistant checklist: what to arrange first
Call reasons, call flows, handing over to a person, privacy and being honest with callers
Free · checklist · 8 pagesTwo hours, spread over a week
You know which calls an AI phone assistant may handle, when it hands over, what callers are told and which privacy questions to ask a supplier.
The document is in Dutch.
Why you won't find this anywhere else
Most of what you read about AI on the phone is about what the voice can do. Whether a phone assistant works depends on what you agree beforehand: which calls it completes, when it brings in a person, what happens to the recording and how it introduces itself. This checklist puts those choices in order. Privacy and AI rules are in it as questions to have answered, not as a promise that you will comply with the law.
What's inside
- An inventory of call reasons, noting for each whether the assistant can complete the call
- The building blocks of a call flow, and the difficult calls you write out in advance
- An escalation table: when the assistant hands over, to whom, and what happens outside office hours
- How to tell callers they are speaking to AI, with example wording
- Privacy and GDPR questions for your supplier and your own organisation
- A test script and the measures for the first weeks
Who it's for
- Companies where the phone takes up someone's whole day
- Organisations with peak moments or callers outside office hours
- Customer service and operations leads about to choose a supplier
Not for anyone looking for legal advice. The questions help you ask the right things; the judgement belongs with your lawyer or data protection officer.
What this document doesn't solve
You know what to arrange first. How the assistant connects to your calendar, CRM or ticket system, and what that costs, is not in it.
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