Start with the questions you hear every day
Add opening hours, service areas, booking requirements and frequently asked questions to the agent’s knowledge. Keep answers specific and give the assistant a clear boundary for requests it cannot resolve. An honest handoff is better than an invented answer.
Match the call to the moment
For Vapi inbound routing, set business hours, holiday exceptions and ordered rules. Route to an AI assistant or an available human with the right skills, and choose a fallback when nobody is available. Use the routing simulator to inspect the matched rule before enabling it.
Make appointments part of the conversation
Connect Google Calendar securely and define your booking settings. The assistant can check availability and request confirmation before booking. Calendar setup and the relevant agent tools must be enabled before callers can use this workflow.
Launch with a small, reviewable scope
Choose one number and a focused set of enquiries. Place your own test call, review the transcript and refine the prompt. Keep a human escalation path for sensitive, urgent or unfamiliar requests. Measure outcomes using your own call history rather than assumed savings.
Frequently asked questions
Will callers know they are speaking to AI?
Yes. BoxAgent agents are configured to disclose that they are AI. You can set a business-specific disclosure statement.
Does BoxAgent replace my phone carrier?
No. Your connected voice and telephony providers carry the call. BoxAgent manages the agent and operational workflow around it.