The Ask Questions feature lets you customize what your virtual receptionist asks callers — like "What type of service do you need?" or "Are you a new or returning customer?" It’s great for collecting key details up front or qualifying leads before you follow up. This guide will walk you through how to set it up and make the most of it.
Begin by watching the introductory video, which provides a comprehensive overview of how to utilize the Ask Questions feature.
1. Go to Agent > Ask questions
The Ask Questions feature is specifically designed to assist in gathering information from callers, proving beneficial in qualifying leads. To initiate, simply click on 'Agent', followed by 'Ask Questions'.
You will notice a few fields that are present by default. You can choose to turn these on or off with the toggle on the right-hand side.
2. Tell your receptionist what custom info you want to collect
For example, if you operate a pest control company and need to determine the type of pest a caller is dealing with they might add the following fields:
Info to collect: Pest tyle
Additional instructions: Always find out what type of pest the caller is dealing with
Only want your receptionist to ask a question under certain conditions? No problem, just add that under "additional instructions." For example you may say:
"Only ask this question if the caller indicates they are an existing customer"
3. Arrange questions in your preferred order
Your agent will adjust to the flow of the conversation - but will try to follow your preferred order for collecting information. We recommend you drag and drop fields into their level of importance.
4. Place a test call and review the summary
When you access the Calls section, you'll find that your gathered information is prominently displayed at the top of your summary, allowing you to quickly review the most critical details from the call.
