AI receptionist call-flow discovery
Map the calls a business actually receives before writing an agent prompt.
Done when: The common caller intents have approved answers, next steps and human boundaries.
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Top caller intentions
List the most common business-only reasons people call, using aggregate categories rather than real caller details.
The outcome for each intention
State whether the right next step is an answer, a qualified request, a confirmed booking or a human handoff.
Approved answers and sources
Identify the current page or owner-approved knowledge source for hours, service scope, location and prices.
One clarification at a time
Write the shortest question needed when the request is unclear. Include an own-answer route instead of forcing a wrong category.
Boundaries and escalation
List forbidden claims, excluded data, complaints and situations that require a person.
Voice and test examples
Draft a natural greeting and synthetic example conversations. Review the Spanish route separately if offered; do not infer untested language coverage.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.