Skip to content
Callwave

Use cases

Eight templates, each written for a real job on the phone.

A template is a starting point, not a script. It gives your Agent a sensible greeting, careful instructions and the tools that job usually needs. You then add your own knowledge, tone and rules until it sounds like your business.

Scroll

  1. Receptionist

    Answers every call, handles common questions and routes callers to the right person.

    A typical call

    1. 01Greets the caller warmly by your company name
    2. 02Understands why they are calling
    3. 03Answers common questions from your knowledge
    4. 04Takes a clear message or transfers to the right person

    Suits

    Clinics, agencies, offices and any business whose phone rings while the team is busy with the people in front of them.

    Suggested tools

    1. 01Transfer to a person
    2. 02Capture leads
    3. 03End the call politely

  2. Appointment booking

    Books, moves and confirms appointments against your calendar.

    A typical call

    1. 01Asks for the caller's name and the service they need
    2. 02Offers only times that are genuinely free
    3. 03Reads the booking back before confirming
    4. 04Sends a confirmation when messaging is connected

    Suits

    Salons, clinics, workshops, consultants and showrooms that live by their calendar.

    Suggested tools

    1. 01Book appointments
    2. 02Transfer to a person
    3. 03End the call politely

  3. Lead qualification

    Asks the right questions, scores interest and hands warm leads to your team.

    A typical call

    1. 01Learns what the caller is looking for
    2. 02Asks about timeline, budget range and who decides
    3. 03Captures the lead with a short summary
    4. 04Agrees a next step, such as a meeting with your team

    Suits

    Real estate, automotive, education and professional services that receive many enquiries of mixed intent.

    Suggested tools

    1. 01Capture leads
    2. 02Book appointments
    3. 03Transfer to a person

  4. Customer support

    Resolves common issues from your help content and escalates the rest with full context.

    A typical call

    1. 01Identifies the issue in the caller's words
    2. 02Walks through documented fixes one step at a time
    3. 03Checks whether the fix worked
    4. 04Escalates with full context when it is beyond the knowledge

    Suits

    Retailers, service providers and software companies with recurring questions and documented fixes.

    Suggested tools

    1. 01Transfer to a person
    2. 02Capture leads
    3. 03End the call politely

  5. Sales follow-up

    Follows up on quotes and enquiries and books the next conversation.

    A typical call

    1. 01Checks it is a good time to talk
    2. 02Reminds the person of their enquiry
    3. 03Answers questions from your knowledge
    4. 04Offers to book a meeting and respects any request to stop

    Suits

    Teams that send quotes or receive enquiries and want every one followed up promptly and politely.

    Suggested tools

    1. 01Book appointments
    2. 02Capture leads
    3. 03End the call politely

  6. Order status

    Looks up orders and gives customers accurate delivery updates.

    A typical call

    1. 01Asks for the order number
    2. 02Verifies one detail before sharing anything
    3. 03Shares only what the order lookup returns
    4. 04Transfers to your team for anything unusual

    Suits

    E-commerce, retail and distribution businesses whose customers mostly call to ask where their order is.

    Suggested tools

    1. 01Look up orders
    2. 02Transfer to a person
    3. 03End the call politely

  7. Collections reminder

    Polite payment reminders with clear options, never pressure.

    A typical call

    1. 01Confirms it is speaking with the account holder
    2. 02Explains the amount due and the ways to pay
    3. 03Never pressures and never takes card details
    4. 04Records any dispute for a person to review

    Suits

    Businesses that issue invoices, memberships or instalments and want reminders that protect the relationship.

    Suggested tools

    1. 01Send a message
    2. 02Transfer to a person
    3. 03End the call politely

  8. Logistics dispatch

    Confirms delivery windows, addresses and driver handovers.

    A typical call

    1. 01Confirms the recipient and the delivery address
    2. 02Agrees a suitable time window
    3. 03Notes access instructions for the driver
    4. 04Logs anything unconfirmed for the dispatch team

    Suits

    Delivery, moving and field service operations that need addresses and time windows confirmed.

    Suggested tools

    1. 01Look up orders
    2. 02Send a message
    3. 03Transfer to a person

After every call

The work is written down before you ask

Whatever the use case, each call ends the same way: a summary you can read in ten seconds and a task for anything that needs a person.

A call page with a summary, collected details and the transcript
01

The call, summarised

What the caller wanted, what the Agent did and the details it collected, above the full transcript.

The tasks list with open leads and requests
02

The follow-up, assigned

Promises made on the phone become tasks with the Agent's notes, so the right person picks them up.

Sample workspace. People, numbers and figures are fictional.

Outbound calls

Who your Agent may call

Three templates place calls: sales follow-up, collections reminders and logistics dispatch. They are built for people who already know your business.

Read the acceptable use policy
  1. 01

    Existing relationships only

    Call customers, leads and delivery recipients who have already dealt with your business. Never cold lists.

  2. 02

    Consent comes first

    Only call people who agreed to hear from you. Each contact in Callwave records where that consent came from.

  3. 03

    Local rules apply

    Follow the calling rules of every country you call, including the UAE TDRA and the Saudi CST regulations.

Pick the template closest to your need. Shape the rest together.

Choose a template during setup and we draft your Agent from it and from your website. You can change everything afterwards.

Build your AgentSee the setup steps