12 checks before putting your agent live

Test on a real phone

Call the agent from your mobile (not through your computer speakers), just as a customer would. Also ask someone who doesn’t know the project to test it.

The checklist

1. 1The greeting names your business, says it is an AI and asks one clear question.
2. 2Your business name is pronounced correctly (if not, spell it phonetically in the instructions).
3. 3An appointment booked by phone shows up in your calendar within a minute.
4. 4You receive the call summary (email or dashboard).
5. 5Asking "I want to speak to someone" triggers the transfer or callback you set up.
6. 6An urgent keyword from your trade (leak, pain, breakdown) triggers the instruction you set.
7. 7Out-of-hours behaviour matches what you want.
8. 8The agent gives no price, guarantee or advice you haven’t approved.
9. 9It answers your 5 most common questions correctly.
10. 10The recording announcement is there if calls are recorded.
11. 11Numbers not to call are in the "Blacklist" before any campaign.
12. 12You have listened to three full recordings and you are happy with the tone.