Skills

What your agent is allowed to do

A skill isn’t an upsell — it’s a job you let your agent do. Switch one on and it uses it on the very next call. Switch it off and it stops gracefully, and takes a message instead.

4 of 7 work the moment you sign up — the rest need one thing connected.

One call, every skill

This is what it looks like in practice

A single booking call. Every skill fires once — including the one that matters most, where it refuses to guess.

  1. Hi — do you have anything Saturday for a cut and colour?

  2. Cut and colour is about two and a half hours, and it’s £95. Let me see what’s free.

    Answer from your business infoRead your price list

  3. Saturday I have 9:30 with Priya, or 1:00 with Léa. Either work?

    Book appointmentsChecked your real availability

  4. One o’clock please. Do I need a patch test?

  5. You do — at least 48 hours before, so Wednesday or Thursday. Shall I book both?

    Answer from your business infoApplied your patch-test policy

  6. Yes. And can you tell me if my usual colour is still in stock?

  7. I don’t have stock levels, and I’d rather not guess. I’ll have Léa call you back today.

    Take messages & callbacksRefused to invent an answer — took a message

  8. Actually, can I just speak to someone about it now?

  9. Of course — one moment while I put you through.

    Transfer to your teamHanded the call to a person

  10. Before I do: booked, Saturday 1:00 with Léa, patch test Thursday 5:30. I’ll text you both.

    Send text confirmationsSent the confirmation by text

The line that sells it

“I don’t have stock levels, and I’d rather not guess.”

An agent that invents a price or a policy costs you more than one that misses a call. Refusing to answer is a skill, and it is on by default.

Turn one off and it adapts

With transfer switched off, that same caller gets “I’ll have someone ring you straight back” instead — never a promise the agent can’t keep.

All 7 skills

Book appointments

Ready to go

Checks your open times and books callers in

  • Proposes open times
  • Books, reschedules, and cancels appointments
  • Confirms every detail out loud first

Can see: Your calendar availability · Your business hours

Answer from your business info

Needs one connection

Answers hours, prices, and policies from facts you approve

  • Answers caller questions from your approved facts
  • Says so honestly when it doesn’t know
  • Never makes up prices or policies

Can see: The business info you add under Knowledge

Add at least one knowledge base with your business facts

Take messages & callbacks

Ready to go

Captures name, number, and reason for your team

  • Takes a message with the caller’s name and number
  • Reads the number back digit by digit
  • Queues a callback for your team

Can see: Nothing outside the call

Transfer to your team

Needs one connection

Passes the call to a person when it truly needs one

  • Recognizes when a caller needs a person
  • Transfers the call when a number is connected
  • Falls back to a callback when transfer isn’t available

Can see: Your transfer number, once connected

Add who to transfer to under Voice → Transfers & handovers

Quote flights like an agent

Needs one connection

Quotes real fares on the call instead of promising a callback

  • Gathers route, dates and passengers before searching, one question at a time
  • Confirms the client’s normal departure airport once, while letting callers override it
  • Recommends ONE flight on value, not just the lowest fare — price, journey time, stops and layover quality together
  • Names a cheaper-but-slower alternative only when the trade-off is real, then asks what they prefer
  • Widens the dates 3, then 15, then 30 days when nothing flies that day
  • Drops connections that change airport or are too short to make
  • Quotes only in your currency — never converts or guesses a fare
  • Hands over to a consultant to book — never takes payment or passport details

Can see: Whichever flight booking system you connect · Your own negotiated fares

Connect a flight booking system under Integrations — your own Sabre account, or any flight API

Look things up online

Ready to go

Answers current questions your knowledge base does not cover

  • Answers a factual question in one short sentence
  • Says plainly when it cannot find something, instead of guessing
  • Never presents anything it finds as your own price or policy

Can see: Public web pages only — never your systems or your customers

Send text confirmations

Ready to go

Texts confirmations and follow-ups after the call

  • Sends booking confirmations by text
  • Sends your address or details on request
  • Replies when the caller texts back
  • Never claims a text was sent unless it was

Can see: Your own number, or the shared line while you are trying it out

Turn on only what you need

A plumber's agent and a dentist's agent greet callers differently and treat different things as urgent. What each one is allowed to do is up to you — switch any skill on or off.

Try them on a real call

Talk to an agent that has these switched on, and hear what it does when it doesn’t know the answer.

Talk to an agent