AI Agent Help Center

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The first time you login, we’ll ask you some basic questions about you and your business. 

The information you provide will be used to automatically generate a greeting phrase and a baseline training guide.

The greeting phrase is the first thing your agent says when they answer the phone.  

• The best greeting phrases end with a close-ended question, such as “Thanks for calling! To get started, can I get your name?”  
• Use phonetic spelling! 
  • For example, if your company is called “LandscapingProz.com”, you would want to put  “Landscaping Prose dot com” in your training guide and initial greeting.  
  • This way of spelling makes sure that your AI phone attendant will never make the mistake of saying your company name incorrectly.

You can access your training information anytime by clicking on the Training Guide option within your dashboard.  

• Set a clear goal for your AI Agent 
  • Make sure the AI Agent has a clear goal for each call.
  • Ex: “You are Jill, an AI phone attendant for (your company name).  You are talking over the phone with inbound callers.  Your goal on each call is to get the callers name, phone number, and reason for calling.  You should also answer any questions to the best of your ability based on the information provided in this training guide.  Do not answer questions not related to this training guide.”
• Provide example call flows as a framework
  • It can also be very helpful to give your attendant the outline of a typical phone call to create a more structured experience for your caller.

  Example: 

  “Here is an outline of a typical call you might receive:  After you greet the caller and get their name,  ask them how you can help them.  

  Wait for the caller’s complete response.  Count silently for about half a second to make sure the caller is done speaking.

  You will then ask them for their full name and phone number in case of disconnection.  Wait for the caller’s complete response.   Count silently for about half a second to make sure the caller is done speaking.

  You will respond to their reason for calling with a short value proposition - no more than 1 or 2 sentences - based on the knowledge you’ve learned from this training guide.  End your value proposition with the question “Make sense?”  Wait for the caller’s complete response.   Count silently for about half a second to make sure the caller is done speaking.

  You will then gracefully ask the caller if they want us to send them a link to book an appointment with us after you’ve answered their questions.  Politely end the call.

  
  

After making your optimizing your greeting and fine-tuning the baseline training guide, place a test call to your AI Agent.  

Roleplay as a customer and take note of any mistakes made during each call.   After the call, make any necessary updates to your training guide.   

Tip: Have other people (friends, family, employees) place test calls too!

Repeat this process until satisfied, then go on to step 2: Phone Forwarding

1. Promote your new AI Agent phone number

Display your new AI phone number any place where customers can find you  

2. Forward calls from your existing business number to your AI Agent phone number

The process to set up call forwarding may vary based on your phone provider.  Follow your existing phone provider’s instructions to set up call forwarding.  You can forward as many numbers as you need.

3. Port an existing number from another carrier 

If you would like us to port your existing number from your carrier, please let us know. We will work with your current provider to move your phone number to your Half Genius account. The process typically takes 2-4 weeks.

Your AI Agent can transfer calls to another number if requested by the caller.  

This is useful if you want your agent to pre-qualify a caller before handing it off to a live agent, or if the caller is stuck.

First, click on the “Add/Edit” button under Actions.

Next, do the following:

1. Enable the “Transfer Calls” option.  
2. Enter the phone number you want your agent to transfer calls to. 
3. Write a line for the agent to say before initiating the call transfer.
4. Press save, then copy the line from step 3.

5. Close the actions window, then open your agents training guide.

1. In the training guide, paste the line from step 3, along with any instructions you want the agent to take before transfering the call.
2. Click “Update” to save the training guide.

Your AI Agent will now be able to transfer calls when requested. 

Half Genius can send you an email and a text message notification every time your AI phone attendant takes a call.  Some additional setup is required for this.

In addition, Half Genius uses an embedded Zapier experience to connect your inbound calls with thousands of different software applications. 

If you need additional integrations, beyond what is in your package, we can build your workflow for you. Interested?, See Below.

To get started, you’ll need to create a Zapier account or login to an existing account.

After you’ve logged in, you’ll need to copy your API key to create your first automation.  

You can find your API key in your account.

Consulting services are $150 per hour

Our custom workflow/integration consulting service will create a workflow tailored specifically to your existing infrastructure. 

By integrating into your current systems, we can streamline your processes, saving you both time and resources. 

Don't settle for standard - get the perfect fit for your organization.