What Whitmore can do on an outbound call
On calls it places for you, Whitmore can introduce your business, answer questions from your knowledge base, and transfer the call to your team.
When you ask Whitmore to place a call for you, it does more than deliver a message. Here's what it can handle on the line.
It introduces your business
On a business call, Whitmore introduces itself as your business, for example: "Hi, this is [your business]'s assistant calling for [you]." It can share your business address, phone, and email if the other person asks. If the call gets interrupted and it has to start over, it keeps naming your business. Personal calls stay personal, so Whitmore won't share any business details on those.
It answers questions
If the person on the other end asks something, like "What services do you offer?", "What are your weekend hours?", or "Is the consultation free?", Whitmore answers from the knowledge base you've given your receptionist. It understands questions phrased loosely or in different words than your notes, so it still answers even when nothing matches word-for-word. If a question is genuinely off-topic, it won't guess, it offers to follow up instead of reading out something unrelated.
It can transfer the call to your team
On calls you've allowed to transfer, Whitmore can connect the person to a real member of your team once it makes sense, then hang up cleanly when the conversation is done. Transfers only ever go to a phone number you've verified, and calls that are personal errands (or that you haven't allowed to transfer) can't be handed off.
Setting it up
To let Whitmore make and transfer calls, add a verified transfer number and fill in your knowledge base. Then just ask Whitmore in chat, for example: "Call the supplier and ask when the delivery arrives, and transfer them to me if they want to talk details."