VoiceNiche

Free templates

The documents we use ourselves.

Every VoiceNiche agent starts from these two documents. Copy them, use them with any provider, or bring them to your scoping call.

Template 1

Agent spec sheet

The written agreement for how your agent behaves. We build from this, not from discovery notes, and you sign it off before we start.

  1. The business

    • Business name and a one-line description
    • Opening hours, day by day
    • Areas you serve
    • Services you offer, and the ones you don’t

  2. The opening

    • Fixed opening message, played first and never skipped: your business name, that this is an automated assistant, that the call is recorded and why, how to hang up, and where your privacy policy is
    • The agent’s first line after the message

  3. What to capture on every call

    • Caller’s name and number
    • Why they’re calling
    • Your extra details, such as address, job type or timing

  4. What it must never say or promise

    • For example: arrival times, prices that aren’t on your list, discounts, advice outside your approved scripts

  5. Escalation

    • Triggers that go straight to a person
    • Who is alerted, and how
    • Handover rule: offer to help once, hand over on the second ask

  6. Out of hours

    • What the agent says when you’re closed
    • What counts as urgent overnight, and who gets woken up

  7. Pricing

    • Either the prices the agent may quote, or “never quote: take a message”

  8. Test calls, all passed before go-live

    • Two straightforward calls
    • A modification
    • An easily misheard detail
    • A change of mind mid-call
    • Background noise or a strong accent
    • Something you don’t offer
    • A safety question
    • A caller who wants a person
    • A caller the agent can’t understand: it takes a number and promises a callback

  9. Sign-off

    • Signed off by, and the date
    • Version number, so changes are tracked

Template 2

Onboarding form

The questions a Starter agent is built from. Each answer fills a slot in the agent’s instructions, which is why setup can be quick.

  1. Business name and a one-line description

  2. Opening hours, day by day

  3. Forwarding number for urgent calls

  4. Email address for messages

  5. Services you cover

  6. Areas you serve

  7. Should the agent quote prices? If yes, list them. If no, it takes a message

  8. Your top five caller questions, with answers

  9. Anything the agent must never say or promise

  10. What counts as urgent

  11. Your website address. We read it so your agent knows your business, and your answers here win where they differ

  12. Your phone carrier, so we can send the right forwarding code

  13. Your smallest and largest typical job, in dollars

  14. If your agent can’t answer: forward to your phone, email you, or use a backup number

  15. Answer during working hours too, or only when you’re closed?

Miss nothing.

Rather we filled it in for you?

Book a scoping call and we’ll write your agent spec with you.

Book a scoping callSee how it works