The Most Common Reasons an AI Sounds Off

  • Vague greeting — if the opener doesn't say your business name and trade clearly, callers get confused immediately
  • Missing service info — the AI doesn't know what you offer, so it can't qualify properly
  • No location set — the AI doesn't know where you work, so it can't filter out-of-area callers
  • Too long an intro — the AI tries to say too much up front and loses the caller

How to Read a Transcript to Spot the Problem

Go to Call History and open a call where the AI sounded off. Read the conversation line by line. Look for:

  • A point where the caller said "what?" or "sorry?" — the AI said something unclear
  • A question the AI asked that the caller couldn't answer — the question was wrong for your trade
  • A moment where the caller mentioned a service your AI didn't recognize
  • A moment where the caller gave a city and the AI didn't know whether to proceed

Each of these maps directly to a fix in your agent settings.

Three Things Every Script Needs

  1. Your business name — said clearly in the first sentence. Not "a local contractor" — your actual name.
  2. Your services — listed specifically in the agent editor. The AI uses this to ask the right questions.
  3. Your service area — specific enough to filter. "Northeast Ohio" is fine. "Ohio" is too broad.

How to Test Changes Before Going Live

  1. Make your changes in the agent editor
  2. Click Save
  3. Click Test Agent — this starts a test call from within the dashboard
  4. Listen to the greeting and respond as a customer would
  5. Review the test call transcript in Call History (labeled as a test)
  6. Adjust and repeat until it sounds right

Changes are only live after you save. Test calls don't count against your monthly minutes.

✓ Keep It Short

The best agent scripts have a greeting of 2–3 sentences max. Then the AI asks questions. Callers don't want a speech — they want to know they reached the right place and that someone can help. Get to the questions fast.