Listen
Bring recurring questions, hours, prices and examples of requests your team would escalate.
Delivery / Four stages
From first brief to first call.
A practical sequence for launching an agent your team knows how to use.
The delivery plan
Map
Choose a first channel, agree on the handoff and define what a successful conversation looks like.
Build and test
Try realistic scenarios with your team, including unavailable appointments and questions outside the script.
Launch and refine
Review early conversations, update approved answers and expand once the first workflow is dependable.