BE VOICEInbound personas
Who answers when your customers call
Start from a persona that already knows its job, then give it your business's name, knowledge, people and rules. Use one for every call, or a different one by number, time of day or menu choice.
Ready-made template
Receptionist
Answers every call from what you tell it, puts callers through with a quick introduction, and takes a message when nobody's free.
You get: A summary of every call, messages to the right inbox, transfers your team accepts or declines.
Ready-made template
Restaurant reservations
Checks availability for the date, time and party size, books the table, notes dietary needs and occasions, changes and cancels bookings, and offers the waitlist when you're full.
You get: Bookings made, changed or cancelled, and waitlist requests.
Connect your reservation system for live availability; without it, it takes the request and your team confirms by text.
Ready-made template
Bookings line
Books, moves and cancels appointments from your booking system's free times, and reads every booking back.
You get: Appointments booked, moved or cancelled.
Connect your booking system for live times; without it, it takes the request for your team.
Built from the platform
Order and delivery desk
Looks up an order while the customer waits (where it's up to, when it's due, what's in it) and adds notes such as delivery instructions.
You get: Fewer "where's my order" calls, and notes recorded where they belong.
Built on the receptionist with a connection to your order system.
Ready-made template
Support triage
Finds out what's wrong, asks the questions that matter, logs a ticket, gives updates on open tickets, and puts urgent problems straight through.
You get: Tickets logged with the details your team needs, and urgent issues escalated.
Ready-made template
New enquiry intake
Asks new callers your qualifying questions (what they need, where, when, budget) and sends a clean, complete lead.
You get: Every answer as a value, plus whether the enquiry is a fit.
Ready-made template
Urgent and on-call line
Sorts urgent calls from routine ones: rings the on-call person for emergencies, logs everything else for the morning, and points emergencies to 000.
You get: Urgent calls through to on-call, and routine jobs logged with the address and details.
Ready-made template
Absence line
Takes absence calls for staff or students: who, which days, back when, and a short reason.
You get: Each absence recorded and sent to the office.
Built from the platform
Sales enquiries
Explains your offer in plain words, answers questions and objections within limits you set, and books a meeting or takes a quote request.
You get: Meetings booked and quote requests written up.
The Sales template, answering calls instead of making them.
Built from the platform
SAP Business One customer line
Answers stock, order, delivery and service call questions from live Business One data, and raises quotations, sales orders and credit requests for verified customers.
You get: Answers from live data, and documents raised in Business One.
Uses Binary Elements' SAP Business One connector.
Every template is a starting point: change the greeting, the instructions, the questions, what it knows and which of your systems it uses, then try it with a test call before it goes live.
Every persona
- Speaks in a natural voice of your choice, and callers can interrupt it like a person
- Follows your greeting, your instructions and your knowledge, and says so when it doesn't know
- Puts the caller through to a person when they ask, to whoever you choose
- Writes up every call: a summary, how it ended and the full conversation
- Points emergencies to 000
Making calls instead? See the outbound personas.
Start with a free pilot
We set BE Voice up for your business and you try it on real calls before you decide.