Skip to main content

Create to-do lists for calls during the event

With the interface to fonio.ai telephone assistant S, customer communication is controlled on the basis of To-Dos in an event. Any questions that the AI should ask the customer are stored there, as are the customer's incoming responses.

  1. Open the event.
  2. Click on Checkliste To-Do in the toolbar. If there is a to-do list already, the icon is highlighted in yellow and the number of to-do items is shown.
  3. Add a  neu New To-Do entry in the toolbar for the communication fonio.ai -> Customer.
  4. Enter the name of the task.
    Example: Food for the reception
  5. Expand the field  AI Telephone Assistant (under the Remarks field) and enter the question that fonio.ai should ask the customer in the field Question to customer .
    Example: What's your choice of finger foods for the reception?
    Note: If no questions to the customer are entered in the To-Do items, these items are not taken considered by the interface.
  6. Speichern Save the to-do list.
  7. When the AI telephone assistant calls the customer, all open questions are asked.
  8. The answers from the phone call fonio.ai -> customer are automatically entered in the Answer from customer field.
    Note: Be sure to check the answer for sense and spelling. If there is no reply, check the call history (telephone log) in the contact note and/or the audio file.
  9. Enter any date in the field Alternative date for the question to the customer if you want to raise these questions at a later date.
    Example: Discuss floral decorations 14 days before the event
  10. If you would like to discuss certain questions with a person other than the contact person, select a different contact person from your database in the Different telephone contact field.
    Example: Discuss floral decoration with the supplier
  11. Gather all relevant information from the to-dos and the contact note and make the changes to the event.

Read more about To-do lists