Getting Started Checklist
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Use this checklist to launch your first Revox agent: - Create your voice agent. - Choose the agent's voice. - Add the agent's name and welcome message. - Add your agency information. - Enable the workflows you want, such as quote intake or service requests. - Upload documents or add website content if needed. - Configure email notifications. - Add transfer rules if callers should reach a human. - Test the agent with sample calls. - Connect the agent to your phone number when ready.
A simple first setup usually includes: - One main answering agent - Personal auto intake - Homeowners intake - Commercial lines intake - Service requests - Human transfer - Email notifications to the agency