Write the playbook
Describe the welcome, the boundaries, and how a call should end.
Introduce the business, then ask what the caller needs.
Record the request for review.
Human handoff
Golub Voice · Agent experience
Shape how your agent welcomes people, uses your information, and makes the next step visible.
Give callers a clear, attentive response, with a voice that adapts to the rhythm of the conversation.
Real calls are messy. Interruptions, missing details, and “actually, one more thing.” Give your agent the instructions and context to keep the conversation moving.
Hello. How can I help today?
I have a question about the request I sent last week.
I can review the details you have shared.
I found it. The team still needs to confirm the next step.
Could someone contact me today?
I will mark today as your preference and leave it for review.
Thank you, that helps.
Welcome. What kind of appointment would you like?
I would like to come in next week, preferably Thursday.
I can note Thursday as your preferred day.
I have the details you gave me. What time suits you?
Some time in the afternoon would be best.
I have recorded Thursday afternoon for your team to review.
Perfect, thank you.
What would you like to know?
Are you open on Saturday?
I can answer from the hours your team has provided.
And could I ask about a particular service?
Of course. Tell me which service you mean.
If the information is not available, I can leave a question for the team.
Hello. How can I direct your message?
Please ask the team to call me back.
I can take the details for a person to review.
What is the best way for the team to reach you?
I will leave my contact details with the team.
Thank you. The request is ready for review.
Is there anything else you would like to add?
I forgot one detail about my earlier request.
Please go ahead. I can add it to the follow-up.
The afternoon would work better for me.
I have noted that afternoon is your preference.
The team can review the updated request.
A useful call goes beyond a good answer. Capture what the caller needs, bring in the right context, and leave a clear next step.
Illustrative call flow
Can I book Thursday afternoon?
Appointment type · preferred time
Request recorded for your team
Are you open on Saturday?
Opening hours from your knowledge base
Answer shared with the caller
Please ask the team to call me back.
Callback request · preferred time
Message recorded for your team
Bring your knowledge and connected tools into the conversation.
Shape how your agent answers, what it can do, and when it should involve your team.
Describe the welcome, the boundaries, and how a call should end.
Introduce the business, then ask what the caller needs.
Record the request for review.
Human handoff
Give your agent selected documents that support its answers.
See an illustrative exchange as you shape the agent.
I can leave that request for your team.
Explore how a voice can sound before you decide what fits.
Keep the request and the next step together for review.
The caller asked for Thursday afternoon.
0:18 / 0:47Bring approved actions into a call when their connections are ready.
• record_request• review_by_personTell the agent when to answer, when to decline, and when to hand off.
Can you make that decision for me?
I can record your request and have a person review it.
Human reviewPrepare an eligible Turkish line and verify routing before use.
Let’s shape your first agent.
What kind of calls do you want to handle?