When you create or edit a Customer Persona, you’ll need to select a Call Type.
This defines the context in which the bot will interact with the seller.
- The bot (customer) has already shown interest (for example, by filling out a form).
- The bot receives the call but doesn’t know exactly why the seller is calling.
- It’s a reaction-based interaction where the seller responds to the bot (customer) interest.
- Both the bot (customer) and the seller are aware that the call is scheduled.
- The agenda is clear — the goal is to learn more about the bot (customer) needs and gather information.
- The bot (customer) has not filled any form or shown prior interest.
- The bot does not know who is calling or why.
- This is an outreach attempt where the seller introduces itself and the product/service.
- Simulates a scenario where the bot is acting as if it’s visiting a physical store or location.
- The conversation is framed like a face-to-face meeting, making it feel personal and direct.