How to handle quote requests with an AI voice agent
When someone calls asking for a quote, the AI voice agent can collect the job details, explain what happens next and hand the request to your team ready to price.
Step 1. Decide what the agent can say about price
Most businesses cannot price a job without details. Tell the agent whether it may share a starting price you have approved, or whether it should only collect information for a written quote.
Step 2. List the details you need to quote
Write down what your team asks before pricing, such as the type of job, the location, the size and the timeline. Keep it to what you really need.
Step 3. Ask one question at a time
Callers answer better when the agent asks for one thing, waits, then moves on. Confirm names and numbers by reading them back.
Step 4. Offer the next step
Some quotes need a site visit or a call from a person. Have the agent offer a booking or a callback, depending on how you work.
Step 5. Set expectations on timing
Tell the agent how to describe when the caller will hear back, using wording you are comfortable with.
Step 6. Keep the knowledge base current
If you share any pricing information, put it in the knowledge base so the agent answers consistently. Update it when prices change.
Step 7. Test and review
Call the agent as a customer would, ask for a quote and read the transcript. Fix questions that were missed or asked twice.
What it costs
InfiVoice bills in credits, and one credit equals 60 seconds of call time. The Free plan includes 100 credits. Pro costs $79 per month with 250 credits.
Frequently asked questions
Can an AI voice agent give a quote?
It can share only the pricing information you give it. For jobs that need details, it can collect them and pass the request to your team.
What should the agent ask for?
The details your team needs to price the job, plus the caller's name, phone number and preferred way to be contacted.
Can it book a visit for the quote?
It can offer a booking if you have set up scheduling. Check your connected integrations in the dashboard first.
Related
- /blog/how-to-handle-price-questions-with-an-ai-voice-agent
- /blog/how-to-capture-caller-details-with-an-ai-voice-agent
- /blog/how-to-handle-callback-requests-with-an-ai-voice-agent
- /blog/how-to-prepare-a-knowledge-base-for-an-ai-voice-agent
- /pricing