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How do I add a service?

Give a new service its own box in section 2, with its price and its limits.

Narrated video with captions, 39 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Adding a new service takes a few minutes, in section two of your workbook.

    Adding a new service takes a few minutes, in section two of your workbook.

  2. Step 2: Write the name customers use, the price, and what changes the price. Add what's included and how long it takes.

    Write the name customers use, the price, and what changes the price. Add what's included and how long it takes.

  3. Step 3: Then write how you'd say it on the phone, when the AI should hand off to a person, and what it must never say about this service.

    Then write how you'd say it on the phone, when the AI should hand off to a person, and what it must never say about this service.

  4. Step 4: If you stop offering something, move it to the list of what you don't do. Then the AI says no politely instead of guessing.

    If you stop offering something, move it to the list of what you don't do. Then the AI says no politely instead of guessing.

  5. Step 5: Save, reload the file in every tool, and ask about the new service once. The answer should name section two as its source.

    Save, reload the file in every tool, and ask about the new service once. The answer should name section two as its source.

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