# Agree the caller journey before setup.

Start with your call types, agree what the assistant can do and when it should hand over, then review the configured experience with your team.

## Understand the calls

We learn about your callers, your busy moments and the requests your team receives most often.

## Set the rules together

Agree what the assistant can handle, what information it can use and when a person should take over.

## Review and refine

Listen to calls, review transcripts and adjust the call flow as your needs become clearer.