Replace loose "gather these details" with a directed script so the call has
clear direction:
1. Reason first — what are they calling about
2. Location — city/area, confirm the matching office
3. Caller info — full name, then address them by name; insurance (log only),
preferred day/time
4. Verify phone near the end by reading it back
5. Wrap up — recap, then "Is there anything else I can help you with?"
Closing hardened: "Goodbye" (which ends the call) is gated behind the
anything-else question, never said in the same turn as confirming details.
Be warm but direct; one short turn at a time.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
26 KiB
26 KiB