AI First Voice

Glossary

Caller intent

The reason a caller is contacting the business, captured before the system chooses an answer or action.

Source: ProductFeatureSet

Business policy

Approved rules and information the voice workflow retrieves before responding.

Source: ProductFeatureSet

Call script

Business-approved conversational guidance for common call situations.

Source: ProductFeatureSet

Knowledge base

The configured business information used to answer routine questions.

Source: ProductFeatureSet

Lead qualification

Questions used to collect the details a business requires before follow-up.

Source: ProductFeatureSet

Booking rule

A constraint governing when and how an appointment may be scheduled.

Source: ProductFeatureSet

Human escalation

Transfer of a sensitive, exceptional, or low-confidence request to a person.

Source: ProductFeatureSet

Call transcript

A written record of the conversation used for review and summarization.

Source: ProductFeatureSet

Call summary

A concise record of the caller intent, discussion, action, and handoff.

Source: ProductFeatureSet

CRM update

A permitted change to a customer or lead record after the conversation.

Source: ProductFeatureSet

Missed-call recovery

A workflow that follows up on a call the business could not answer live.

Source: ProductFeatureSet

Consent prompt

A request for permission before recording or taking a configured action.

Source: ProductFeatureSet

Quality review

An operator check of calls, summaries, routing, and policy compliance.

Source: ProductFeatureSet

Failover transfer

A route to a person when automation cannot safely complete the call.

Source: ProductFeatureSet

Voice persona

The configured speaking style used by the business voice agent.

Source: ProductFeatureSet

Outcome metric

A measure such as booking completion, escalation accuracy, or update success.

Source: ProductFeatureSet

Role-based access

Administration permissions limited according to an operator’s role.

Source: ProductFeatureSet

Vertical playbook

A reusable call workflow tailored to a particular service field.

Source: ProductFeatureSet