1. Start with a clear recording disclosure and role boundary.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
2. Capture the reason for the call, urgency, contact info, and preferred follow-up.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
3. Escalate true emergencies according to business rules.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.
4. Send staff a complete call package before the next business day.
Make this step explicit in the agent instructions, tool permissions, and operator review flow.