Optimizing Sloane: Best Practices

Best Practices

Customize our AI-powered phone answering system for your businesses with these proven strategies.

🗄️ Business Information Setup

• Provide detailed, accurate business descriptions
• Keep your business hours updated
• Include all services you offer
• Add common pricing information

𖨁 FAQ Optimization

• Create comprehensive FAQs covering common inquiries
• Use natural language in your answers
• Include specific details customers need
• Update FAQs based on call patterns

☎️ Transfer Call Settings

• Set clear forwarding rules
• Enter the name of the transfer recipient and their transfer number
• Modify the calendar in the transfer schedule to designate when the transfer recipient is avaiable to receive calls from Sloane
• Test your setup regularly

📆 Configure How Sloane Texts Booking Links to Callers

• Connect your calendar (e.g., Google, Outlook, etc.)
• Toggle on booking link setting
• Customize one or more booking slots and personalize your scheduling preferences
• Test your setup regularly

💬 Set Up How Sloane Sends Info Texts to Callers

• Enable the togle for a new info text and name it (e.g., Pricing)
• Type the text content you want to send out to callers (e.g. pricing for different services)
• List caller keywords Sloane should listen for to trigger Sloane to send the info text to callers
• Test your setup regularly