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AI & Integrations | Workspace

Test AI phone calls, scheduling, quotes, and escalation

Verify the complete caller experience before advertising the number or enabling unattended handling.

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Feature-specific ServiceTooly wireframe for Test AI phone calls, scheduling, quotes, and escalation
This wireframe is generated from the feature names and steps in this guide, so it stays aligned with the instructions even when labels vary by role or plan.

What this section includes

  • Inbound call answering
  • Outbound lead calls
  • Quote intake
  • Appointment scheduling
  • Human escalation

Start-to-finish instructions

  1. Prepare test cases

    Include a normal request, urgent issue, unsupported service, price question, existing customer, wrong number, opt-out, and human request.

  2. Call the test number

    Confirm greeting, company name, recording or consent language, voice quality, and response delay.

  3. Complete a booking or quote

    Provide realistic details and verify the assistant reads back date, time zone, address, service, and next step.

  4. Test safe failure

    Ask for something outside policy and confirm the assistant refuses, collects a message, or transfers to the configured person.

  5. Verify records and usage

    Check the call summary, transcript access, customer or lead, appointment or quote, notifications, audit, and usage charge.

What success looks like

  • The caller receives a clear confirmation.
  • The correct company records and escalation are created once.

Common problems

  • Pause public use if calls route to the wrong company or create duplicate records.
  • Test emergency language and opt-out handling before outbound campaigns.