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Guides

Step-by-step tutorials and best practices

CRM Integration

Connect KestrelVoice with ServiceTitan or Jobber

Topics Covered:

  • →ServiceTitan setup and configuration
  • →Jobber integration guide
  • →Automatic job creation
  • →Customer data synchronization
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Call Workflows

Configure call routing and handling

Topics Covered:

  • →Emergency call detection and routing
  • →After-hours call handling
  • →Call transfer protocols
  • →Voicemail and missed call management
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Analytics & Reporting

Track performance and optimize operations

Topics Covered:

  • →Understanding your analytics dashboard
  • →Key performance indicators (KPIs)
  • →Call conversion tracking
  • →ROI measurement
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Advanced Configuration

Customize your AI agent behavior

Topics Covered:

  • →Custom AI personality and voice
  • →Service area configuration
  • →Appointment booking rules
  • →Compliance and call recording
Read Guide

Best Practices

📞 Call Handling

  • • Configure emergency keywords specific to your industry (gas leak, no heat, flooding)
  • • Set up after-hours routing to on-call technicians
  • • Test your AI agent regularly with different scenarios
  • • Review call transcripts weekly to identify improvement opportunities

📅 Appointment Booking

  • • Keep your availability calendar up to date
  • • Set appropriate buffer times between appointments
  • • Configure appointment types with accurate duration estimates
  • • Enable automatic confirmation emails/SMS

🔗 CRM Integration

  • • Sync customer data regularly to avoid duplicates
  • • Map custom fields correctly during setup
  • • Test job creation with sample calls before going live
  • • Monitor integration health in your dashboard

📊 Analytics & Optimization

  • • Review weekly analytics reports to track trends
  • • Monitor appointment booking conversion rate (target: 60%+)
  • • Track missed call recovery and follow-up effectiveness
  • • Use A/B testing for greeting messages and call scripts

Common Scenarios

How to handle emergency calls outside business hours?▼

Configure emergency routing in Settings → Call Routing:

  1. Set emergency keywords (gas leak, no heat, flooding, etc.)
  2. Add on-call technician phone numbers
  3. Configure rotation schedule if you have multiple on-call staff
  4. Enable emergency SMS notifications
  5. Test with a sample emergency call
How to reduce missed calls?▼

KestrelVoice answers 24/7, but here are additional tips:

  • Forward your main business line to your KestrelVoice number
  • Enable voicemail transcription for any technical issues
  • Set up automatic follow-up for unanswered calls
  • Monitor call volume patterns and adjust staffing
  • Use the missed call report to identify peak times
How to improve appointment booking rate?▼

Target booking rate is 60%+. To improve:

  • Ensure availability calendar is always up to date
  • Offer same-day or next-day appointments when possible
  • Configure flexible appointment windows (AM/PM)
  • Train AI to ask qualifying questions early
  • Review call transcripts to identify objections
  • Enable automatic appointment reminders
How to customize AI personality?▼

Go to Settings → AI Agent → Personality:

  • Choose from presets: Professional, Friendly, or Custom
  • Adjust formality level (1-10 scale)
  • Set greeting message and company introduction
  • Configure hold music and transfer messages
  • Test changes with sample calls before deploying

Video Tutorials

Video tutorials coming soon! In the meantime, check out our written guides above.

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