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.
- Open the event.
- Click on
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.
- Add a
New To-Do entry in the toolbar for the communication fonio.ai -> Customer.
- Enter the name of the task.
Example: Food for the reception
- 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.
Save the to-do list.
- When the AI telephone assistant calls the customer, all open questions are asked.
- 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.
- 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
- 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
- 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