Website preview follow-up

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: Yes, this is Dana.
3. Agent: Thanks! We build websites for local businesses, and we made a free preview of a refreshed site for Harbor Street Bakery. It's faster on phones and puts your hours and contact info up front. Would you like to see it?
4. Caller: Sure, I'd love to see it.
5. Agent: Great. The easiest way is a 15-minute screen share where we walk through it together and you can ask for changes. What day and time work for you this week?
6. Caller: Thursday afternoon works.
7. Agent: Perfect. What's the best email for the calendar invite?
8. Caller: It's dana@harborbakery.com
9. Agent: You're all set. You'll get an invite with the preview link shortly. Thanks, and talk soon!

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: Wait, is this a robot?
3. Agent: Yes, I'm an automated assistant calling for CRE8. I can keep this short, or have a person from our team call you instead. Should I continue?
4. Caller: Take me off your list.
5. Agent: Understood. We'll remove this number from our list and won't call again. Sorry for the interruption.

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: She's not in right now, can I take a message?
3. Agent: No problem. When's the best time to reach Dana, or who handles your website?
4. Caller: Try her tomorrow morning. Her name is Dana Reyes.
5. Agent: Thanks so much, I'll try back then. Have a great day!

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: Yeah, that's me.
3. Agent: Thanks! We build websites for local businesses, and we made a free preview of a refreshed site for Harbor Street Bakery. It's faster on phones and puts your hours and contact info up front. Would you like to see it?
4. Caller: We already have a guy who does our site.
5. Agent: That's great, and this isn't meant to replace them. Plenty of owners just pass the preview along as ideas. Want me to email it so you can share it?
6. Caller: Sure, send it over.
7. Agent: Sure. What's the best email to send the preview to?
8. Caller: dana@harborbakery.com
9. Agent: Thanks! You'll have the preview in your inbox shortly. Have a great day!

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: I'm driving right now, can you call me back later?
3. Agent: Of course. When would be a better time to call back?
4. Caller: After 3 tomorrow.
5. Agent: Got it, we'll call back then. Thanks!

1. Agent: Hi! Quick note before we start: this call is recorded. This is Ava, an automated assistant calling for CRE8. Am I speaking with Dana at Harbor Street Bakery?
2. Caller: Who is this?
3. Agent: I'm Ava, an automated assistant calling for CRE8. We build websites for local businesses, and we found Harbor Street Bakery through your public business listing. Sorry, am I speaking with Dana?
4. Caller: Yes, speaking.
5. Agent: Thanks! We build websites for local businesses, and we made a free preview of a refreshed site for Harbor Street Bakery. It's faster on phones and puts your hours and contact info up front. Would you like to see it?
6. Caller: No thanks.
7. Agent: No problem at all. Thanks for your time, and have a great day!

flowchart TD
  n_automated_disclosure["<b>Yes, automated</b><br/>Yes, I'm an automated assistant calling for {company.name}. I can keep this…"]
  n_booked(["<b>Booked</b><br/>You're all set. You'll get an invite with the preview link shortly.…<br/><b>booked</b>"])
  n_booked_by_phone(["<b>Booked by phone</b><br/>No problem. We'll call you at this number at that time to…<br/><b>booked</b>"])
  n_callback_end(["<b>Callback set</b><br/>Got it, we'll call back then. Thanks!<br/><b>callback</b>"])
  n_collect_email["<b>Preview email</b><br/>Sure. What's the best email to send the preview to?<br/><i>captures: email</i>"]
  n_confirm_email["<b>Invite email</b><br/>Perfect. What's the best email for the calendar invite?<br/><i>captures: email</i>"]
  n_do_not_call(["<b>Do not call</b><br/>Understood. We'll remove this number from our list and won't call again.…<br/><b>do_not_call</b>"])
  n_gatekeeper_thanks(["<b>Try back later</b><br/>Thanks so much, I'll try back then. Have a great day!<br/><b>callback</b>"])
  n_human_follow_up(["<b>Wants a person</b><br/>Of course. I'll ask someone from our team to call you personally.…<br/><b>transferred</b>"])
  n_info_sent(["<b>Preview emailed</b><br/>Thanks! You'll have the preview in your inbox shortly. Have a great…<br/><b>info_requested</b>"])
  n_introduce["<b>Introduce</b><br/>This is {agent.name}, an automated assistant calling for {company.name}. Am I speaking…"]
  n_offer_walkthrough["<b>Book the walkthrough</b><br/>Great. The easiest way is a 15-minute screen share where we walk…<br/><i>captures: preferred_time</i>"]
  n_pitch["<b>Offer the preview</b><br/>Thanks! We build websites for local businesses, and we made a free…"]
  n_polite_close(["<b>Not interested</b><br/>No problem at all. Thanks for your time, and have a great…<br/><b>not_interested</b>"])
  n_pricing{{"<b>Asks about price</b><br/>Good question. The preview is free with no obligation, and pricing depends…"}}
  n_recording_notice[/"<b>Recording notice</b><br/>Hi! Quick note before we start: this call is recorded."/]
  n_schedule_callback["<b>Call back later</b><br/>Of course. When would be a better time to call back?<br/><i>captures: callback_time</i>"]
  n_site_person{{"<b>Already has a web person</b><br/>That's great, and this isn't meant to replace them. Plenty of owners…"}}
  n_take_message["<b>Front desk</b><br/>No problem. When's the best time to reach {lead.contact}, or who handles…<br/><i>captures: callback_time, decision_maker_name</i>"]
  n_who_we_are("<b>Who we are</b><br/>I'm {agent.name}, an automated assistant calling for {company.name}. We build websites for…")
  n_wrong_number_end(["<b>Wrong number</b><br/>Sorry about that! I'll update our records. Have a good day.<br/><b>wrong_person</b>"])
  start((start)) --> n_recording_notice
  n_automated_disclosure -->|continue| any_time
  n_automated_disclosure -->|wants_person| n_human_follow_up
  n_collect_email -->|gave_email| n_info_sent
  n_collect_email -->|no_email| n_polite_close
  n_confirm_email -->|gave_email| n_booked
  n_confirm_email -->|no_email| n_booked_by_phone
  n_introduce -->|gatekeeper| n_take_message
  n_introduce -->|right_person| n_pitch
  n_introduce -->|wrong_number| n_wrong_number_end
  n_offer_walkthrough -->|email_instead| n_collect_email
  n_offer_walkthrough -->|not_now| n_schedule_callback
  n_offer_walkthrough -->|picked_time| n_confirm_email
  n_pitch -->|has_site_person| n_site_person
  n_pitch -->|not_interested| n_polite_close
  n_pitch -->|price_question| n_pricing
  n_pitch -->|wants_preview| n_offer_walkthrough
  n_pricing -->|not_interested| n_polite_close
  n_pricing -->|wants_preview| n_offer_walkthrough
  n_recording_notice ==> n_introduce
  n_schedule_callback -->|gave_time| n_callback_end
  n_schedule_callback -->|no_time| n_polite_close
  n_site_person -->|no| n_polite_close
  n_site_person -->|yes_email| n_collect_email
  n_take_message -->|gave_info| n_gatekeeper_thanks
  n_take_message -->|refused| n_polite_close
  n_who_we_are ==> any_time
  any_time{{"any time"}}
  any_time -.->|call_later| n_schedule_callback
  any_time -.->|is_automated| n_automated_disclosure
  any_time -.->|opt_out| n_do_not_call
  any_time -.->|who_is_calling| n_who_we_are