AnswerConnect Client Call Flow Configuration (Onboarding)

AnswerConnect Client Call Flow Configuration (Onboarding)

1. 01

   Create the client sub-account in the AnswerConnect portal and assign it a distinct call flow before any scripting work begins

   Keep one sub-account per client so minutes, recordings, and notifications stay separated for retainer reporting.

2. 02

   Build the custom call script and qualifying questions in the scripting editor

   Growth and Standard plans include customizable scripting; Entry is limited to basic scripting, so match the intake depth to the client's plan tier.

3. 03

   Connect the client's calendar and CRM in the integrations panel

   Setmore for appointment booking, Salesforce or Zoho for lead records, Zendesk for ticket creation, Slack for internal alerts, and Zapier for anything the native connectors miss.

4. 04

   Define business hours logic, after-hours routing, and escalation protocols

   Specify which calls roll to the client's on-call number versus which get logged for next-day follow-up, and test both paths with sample calls from the mobile app.

5. 05

   Run three live test calls covering a new lead, a returning caller, and an after-hours booking

   Confirm the receptionist recognizes the returning caller, that the appointment lands on the correct calendar, and that the lead record appears in the CRM before sign-off.

6. 06

   Write the receptionist briefing guide and hand it to the client with the escalation matrix

   Include the client's approved greeting, disqualifying questions, and the named contact for urgent escalations.

7. 07

   Set the minute threshold alert against the plan allowance (200 on Entry, 300 on Growth, 400 on Standard)

   Overages on a resold account erode the retainer margin, so flag at 80 percent of allowance and review with the client before the next billing cycle.