How can I set up different scenarios in sipgate AI Agents?

Configure different scenarios for sipgate AI Agents – FAQ, appointment booking, and custom workflows.

With sipgate AI Agents, you can have frequently asked questions about your company answered automatically by AI. However, you can also use sipgate Agents to collect appointment bookings or callback requests on specific topics, as well as to automatically record customer concerns. The function serves this purpose Playbooks, which allows you to store different workflows for different requests.

To set up a new playbook, go to the overview and select the menu item Playbooks. Here you have the option of recording various scenarios for different customer requests. For example, if the customer has questions about their invoice, you can give sipgate AI Agents the task of asking for the customer number and the invoice number. In the event of a technical fault, the agent can ask for a detailed description of the issue. If you want to have the option of contacting the caller, you can ask for a phone number or email address. The agent repeats the customer's details and then sends a summary by email to the admin's stored email address.

The playbooks can also be used when the sipgate AI Agent does not have an answer to a question. In this case, both a callback number and an email address can be collected under which the caller can be reached. The collected data can be forwarded to any email address for further processing.

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