Enter the customer details and review exactly what Randall
will be instructed to ask before starting the call.
1
CALL DETAILS
Randall will use this name in the identity question.
Used in the final organization message.
The existing backend uses this for order verification.
This value stays on the server and is used by the
existing verification flow.
2
CALL SCRIPT
These fields control the instructions sent for this call.
The placeholders below are replaced automatically with the
customer and organization information you enter.
Available placeholders:
{customer_name}
and
{organization_name}.
Identity Question
STEP 1
Identity Confirmation
YES
Identity Rejection
NO
Purchase Question
STEP 2
Purchased By Customer
YES
Not Purchased By Customer
NO
DTMF Verification
STEP 3
Randall should wait for the keypad input and should
not ask the customer to press #.
Verification Successful
MATCH
Verification Failed
FAIL
3
SAVED SCRIPTS
Save the current call script with a name. Later, select
LOAD to restore all script questions and responses.
Customer details are never changed when a script loads.