My AI receptionist sounds bad and does not collect details. How do I fix it?

When an AI agent is not doing a good job, the cause is the instructions, the tool you gave it, or missing tools. Start by being clear about the use case.

For a quick demo, one short instruction is the minimum, for example: Your name is Sarah. You are a receptionist for an HVAC company, and your goal is to find out what sort of AC issue the customer is having and then offer to book a service appointment, where you will collect their name, email and phone, and the best time for the service appointment. Only ask one of these questions at a time.

Also add an opening greeting for inbound calls, for example: Thank you for calling [business name]. How can I help you today? Save, then test by role playing with it.

Save your agent's phone number in your phone so you can call it any time and demo it live.