Edesy Voice Agent Minute Budget Setup (Onboarding)

Edesy Voice Agent Minute Budget Setup (Onboarding)

1. 01

   Pull the client's last 90 days of inbound call volume from their phone system before touching the Edesy dashboard.

   Split the count into answered, missed, and after-hours calls. The missed plus after-hours figure is the addressable pool the voice agent will absorb, and it becomes the number you forecast against.

2. 02

   Convert the addressable call count into minutes using the client's average handle time, then multiply by ₹4 per minute.

   A salon with 400 missed calls at 3 minutes average burns 1,200 minutes, or ₹4,800 in platform fees before any agency markup. Write that figure into the client's onboarding sheet so the retainer math is visible from day one.

3. 03

   Connect the client's business phone number and WhatsApp Business account inside Edesy, then confirm which of the 19+ apps are in scope for this engagement.

   Scope creep on the omnichannel inbox or CRM pipeline is the fastest way to blow a fixed-fee retainer. Name the in-scope apps in the client's onboarding document and leave the rest switched off.

4. 04

   Configure the voice agent's business hours, FAQ scripts, and escalation path in the Edesy voice builder.

   Set a hard call cap in the agent configuration that matches the forecasted minute budget. When the cap trips, the agent should route to a human or take a message rather than keep burning ₹4 per minute on calls the client never approved.

5. 05

   Route lead capture output to the client's inbox or CRM and switch on the weekly call summary report.

   The weekly summary is the artifact that justifies the retainer in months two and three. Send it every Monday with the minute count consumed against the budget so the client sees the usage line before the invoice arrives.

6. 06

   Reconcile actual minutes consumed against the forecast at the end of week one, then adjust the cap.

   First-week variance is normal. If actuals run more than 20 percent above forecast, either raise the retainer or tighten the cap before the client's first full billing cycle closes.

7. 07

   Document the minute budget, cap setting, and escalation path in the client's Edesy workspace notes for the delivery team.

   Any agency staffer who touches the account later needs to know why the cap is set where it is. Without that note, someone raises the cap to be helpful and the margin disappears.