- Qualifying a sales lead
- Booking an appointment
- Confirming delivery information
- Collecting survey answers
- Handling collections or payment reminders
- Routing a caller to the right department
Design the flow
Start with the caller’s goal and the business outcome.Add required fields
Define the information the agent must collect before the call can succeed.| Field | Example | Required |
|---|---|---|
| Full name | ”Awa Mensah” | Yes |
| Phone number | ”+229…” | Yes |
| City | ”Cotonou” | Yes |
| Budget | ”150,000 CFA” | Optional |