Answers and places callsPrompt agentsalesbookingknowledge base

Test-drive booking

Answers questions about models on offer and books a test drive at the showroom or at home.

How it opens

The first line, in each language the template ships with. The agent answers in whatever language the caller uses.

Hindi
नमस्ते, ‹your company› में आपका स्वागत है। मैं एआई सहायक हूँ, आप कौन सी गाड़ी देखना चाहेंगे?
English
Hello, thank you for calling ‹your company›. I am an AI assistant; which model are you interested in?
Hinglish
Namaste, ‹your company› mein swagat hai. Main AI assistant hoon, aap kaun si gaadi dekhna chahenge?

What the prompt covers

Mostly open questions about models, then a short booking; a simple agent with a knowledge base fits best.

  1. 1

    Greet and disclose

    Say it is the dealership's AI assistant and ask which model they are interested in.

  2. 2

    Answer model questions

    Answer briefly from the model details and knowledge base.

  3. 3

    Book the test drive

    Take the day, time and place (showroom or home if offered); read the licence line.

  4. 4

    Two quick questions

    Ask about the current vehicle and when they plan to buy.

  5. 5

    Hand over

    Transfer to a sales consultant.

  6. 6

    Close

    Confirm the booking and thank them.

What each call returns

Filled in after the call, next to the transcript, summary and cost. Delivered by webhook and readable through the API.

FieldQuestion it answers
outcomeWhat was the outcome of the call?test_drive_booked · info_only · transferred · not_interested
modelWhich model are they interested in?
test_drive_timeWhen is the test drive?
placeWhere?showroom · home · not_said
purchase_timelineWhen do they plan to buy?this_month · 1_to_3_months · later
current_vehicleWhat do they drive now?

Your systems

No API yet? Keep the booking request in extraction; a consultant confirms it by call.

  • POST book_test_drive

    Book a test drive.

  • TRANSFER transfer_to_human

    Transfer the call to the handover number. Leave it out when no number was given.

Knowledge base: the public model pages (variants, features, mileage).

Rules it keeps

Enforced by the platform's compliance toolkit, not left to the script.

AI disclosure
“You are speaking with an AI assistant of the dealership.”
Calling window
10:00 to 19:00 in the recipient's timezone. Calls outside it move to the next start.
Transcripts
Masking: card, Aadhaar, PAN and account numbers are hidden before text is stored or sent on, keeping only the last four digits.
Do not call
If the person asks not to be called again, confirm it once, record do_not_call = yes and end the call politely. Tell the customer to add such numbers to the account's do-not-call list.

What you fill in

The form in Set up for me. Most fields have sensible defaults; what you leave empty, the plan marks clearly.

Your business

Company name, Models available for test drive, Offer test drive at home

Agent persona

Agent name, Languages, Voice, Tone

Calling rules

Call from, Call until, Timezone, Human handover number

Your systems

Your API base URL

Script and rules

What to collect, Lines that must be said, Never say or do

Lines to test it with

Type them into the test chat or a workflow test before any real call is placed.

  • “Automatic mein kaun sa model hai?”
  • “Mileage kitna deti hai?”
  • “Sunday subah test drive mil sakti hai?”
  • “On-road price kya hai?”

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