AI Call Assistant
In July 2024, our company decided to focus more on AI assistant feature. One of the outcome is the AI Call Assistant which is to use AI to help handymen manage calls, summarize call transcript, and streamline CRM tasks.
ROLE
Product Design
Team
Product Manager
Full Stack Engineers
DURATION
Jul 2024 - Oct 2024
THE PROBLEM
How might we design an AI call assistant that streamlines communication for handymen, helping them handle calls efficiently and reduce the time spent on managing customer interactions?
AI CALL ASSISTANT
Proposed Flow
My pm and I came up with an onboarding flow that introduces the AI Call Assistant and guides handymen in setting up call forwarding preferences, allowing them to customize when and how Breezy AI handles their calls.
Onboarding Design for Breezy AI Call Assistant
The onboarding process focuses on setting up the AI Call Assistant according to the user's preferences and the rules that they want to define.
1. Select AI voice
The first step for users is to choose the AI's voice. Instead of beginning with the typical 'enter name and number' sign-up process, we aim to provide a glimpse of the AI's capabilities to captivate users and elevate the onboarding experience.
2. Enter user's business info
The next is to ask user to enter their business link so AI can quickly scan and input the business info.
3. Confirm business info
User will also confirm their business information and provide the address of the business.
4. AI assistant preview
After the initial setup, users can listen to an AI-generated call script customized to their business profile, giving them a firsthand experience of how the AI Call Assistant operates.
5. Set up profile
Next step is to enter full name and phone number to continue the setup.
6. Verify phone number
Enter verification code from SMS
7. Set up AI call agent
Next step is to set up the AI call agent. User will need to set up his/her AI assistant by providing detailed information that the user want AI call agent to know
7. Set up AI call agent
8. Receive a Breezy number
After setup, Breezy provides the user with a dedicated Breezy number, which they can share with their customers to enable the AI call assistant to manage all incoming calls.
9. Purchase Breezy subscription
User will need to subscribe to the service to use the Breezy call assistant.
10. Setup completed
