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BOT BEST PRACTICES:

• Please prepare the customer for the verification call with the bot. It’s a short 5-minute call, and the customer does need to be present and ready to answer questions. 

• Please try to limit the background noise when completing the verification call. The bot is good about canceling out background noise UNTIL the customer is supposed to answer a question. After the bot asks a question, the customer needs to respond with a valid response. Lastly, the bot picks up noise when the customer is entering their phone number at the beginning of the call. Please advise the customer to type in their phone number and limit background noise.

• If the customer has more than (2) properties, be sure that they listen and answer the address question correctly. If the bot reads the wrong address, the customer should say “NO” and then the bot will read additional addresses linked to that phone number. The bot will only pull opportunities in stage 4, 5, and 6. The bot will not pull proposals that have been SR approved.

• The customer can say repeat and the bot will repeat the prior question.

• If the call drops for any reason, please try again. Exceptions will not be made.