Our clients often ask us how our virtual receptionists know what to say when a call comes in. When a call comes in for your business, our system sends your company’s information and call handling instructions to our receptionist’s computer screen. The information we give our receptionists lets you tailor the way we greet your callers and answer questions about your services.
Your call handling instructions are the foundation for the great customer service we work hard to provide. So how do you make it all work? Shaw Millerman, our CX Engineer Team Leader, has some tips.
Getting the Most from Virtual Receptionists
- Keep it simple. There’s a sweet spot, Shaw says, between providing too little information and too much. Overall, simple instructions let us address the most common call issues smoothly.
- Know what you want. Is your primary goal logging appointments? Taking orders? Capturing leads? Knowing what you want to achieve lets us build multiple channels to get there into your account.
- Let us help. Investing a little time up front, preferably on the phone with one of our CX Engineers who work with clients every day, saves you headaches later. The best accounts are built in partnership.
- Use templates, then customize. Using one of our templates isn’t about cookie-cutter solutions. Its about starting with a solid foundation to build the right information set for your business.
- Define success. Having a clear and realistic idea of what success means to you—whether it’s a certain percentage of conversions or a number of appointments per week—helps us measure how we’re doing.
Following these simple tips will help us deliver the best experience to your customers. Want to know more? Give us a call at 800-700-8888 and let’s start building.
