User Guide
Phone Agent
Review live phone-agent performance and know what to check in user mode
What The Phone Agent Does
The Phone Agent is the live voice agent for the business.
It can handle:
- inbound calls
- outbound calls when enabled
- lead qualification
- appointment booking
- business information during calls
Because it works live, this is one of the highest-impact agent workspaces in user mode.
What To Review In User Mode
User mode is more operational, so you should pay attention to:
- whether the agent is live
- whether calls are producing bookings
- whether the business details sound correct
- whether call trends look healthy
Best Workflow
- Confirm the agent is live.
- Review recent call activity.
- Check whether calls are becoming leads or bookings.
- Listen for repeated errors or weak answers.
- Compare what you hear to the business goal.
Where To Check
Use:
- Dashboard for the summary
- Agents for the workspace entry
- Call History for individual calls
- Opportunities for lead results
- Reports for trends
What Healthy Performance Usually Looks Like
- callers get a clear answer quickly
- bookings or next steps are captured
- the agent sounds like the business
- the same mistake is not repeating over and over
When Something Looks Off
Investigate further when:
- calls increase but bookings do not
- the agent is active but lead quality drops
- callers are getting wrong information
- call history shows repeated problems
Best Improvement Habit
Do not react to one strange call.
Look for patterns first, then adjust the business details, connection flow, or agent setup with purpose.