Worksheet

Call type decision sheet

A one-page grid with one row per call reason from your tally. Columns: reason, calls per week, answer source system, bot or person, transfer trigger words, fallback if not understood, and the owner who reviews transcripts weekly.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Should a voice bot answer your routine inbound calls?”, www.gullysystem.com/blog/should-a-voice-bot-answer-your-routine-inbound-calls