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Updated on 22 September 2026 in Guide

Start with recurring requests such as opening hours, appointment reminders, request collection or order status from an approved connected system. Give the agent a concise, approved brief and define what it may confirm and when a person must decide. Keep prices, availability, commitments and account information tied to reliable business data; the assistant should not invent an answer.
Introduce the assistant as an AI agent at the start of the call and explain how to reach your team in one sentence. For example: ‘You are speaking with our AI assistant. Ask for a person if you would like to speak with our team.’ Offer a spoken request or keypad option only if that route is configured and tested. See guidance on clear AI disclosure.
Use calls for an agreed customer purpose and respect contact permissions and opt-outs. Define calling hours, retries and how a request not to be contacted reaches the team. A support workflow should not become an unrestricted calling campaign.
Neofone can scope the agent alongside your Cloud Voice or SIP setup. Agree which requests need a person and where they go. Transfer relevant context where the integration supports it, or collect a callback request when the team is unavailable. Test unexpected questions and failed connections. Review outcomes within the agreed data-handling process and update approved information as the business changes.