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Maximizing Your Voctiv AI Phone Assistant: A Complete Setup Guide

Maximizing Your Voctiv AI Phone Assistant: A Complete Setup Guide

Welcome to the world of enhanced communication with the Voctiv AI Phone Assistant! If you’ve recently joined our platform, you might not be aware of all the powerful customization options available to you. This guide will walk you through the essential settings that can dramatically improve your experience and help you extract maximum value from your virtual assistant.

Many users don’t fully utilize these settings and consequently miss out on the assistant’s full potential. Whether you’re managing business calls or organizing your personal life, proper configuration can transform your Voctiv Assistant from a simple answering service into a sophisticated communication tool tailored specifically to your needs.

Critical Settings Checklist

For the best experience with your Voctiv AI Assistant, ensure you’ve configured these critical settings:

  • Business or Personal Mode – Select the appropriate mode based on your usage needs
  • Training Your AI Assistant – Provide detailed information about your business or personal requirements
  • Appointments Configuration – Enable or disable based on your scheduling needs
  • Calendar Connection – Link your Google Calendar and set your available hours
  • Push Notifications – Enable to receive instant alerts about important calls (especially crucial for business users)

Table of Contents

Understanding Business vs. Personal Mode

One of the first and most crucial choices you’ll make during setup is selecting between Business and Personal modes. This fundamental setting determines how your assistant handles incoming calls.

Voctiv AI - Business - Personal Selection

Mode Best For Key Features
Business Mode Entrepreneurs, freelancers, service providers, professionals
  • Lead qualification
  • Client screening
  • Appointment scheduling (if enabled)
  • Business-specific customization
  • Spam call protection
Personal Mode Individual users managing personal communications
  • Lifestyle-focused questions
  • Detailed message taking
  • Message specifics inquiry
  • AI-analyzed summaries
  • Spam call protection

Business Mode

When you select Business mode, your assistant understands that calls coming to your number are potentially from clients or customers. The assistant will:

  • Help qualify leads by asking relevant screening questions
  • Separate high-potential clients from less valuable or non-targeted calls
  • Schedule appointments (if enabled) for services or consultations
  • Customize interactions based on your specific business type and needs
  • Protect you from spam calls, filtering out unwanted solicitations

Business mode is ideal for entrepreneurs, freelancers, service providers, and any professional who receives client calls and wants to streamline their communication process.

Personal Mode

In Personal mode, your assistant functions more as an AI-powered voicemail system. It will:

  • Ask questions related to personal lifestyle matters
  • Take detailed messages from callers
  • Inquire about specifics regarding the caller’s message
  • Forward AI-analyzed summaries to you
  • Protect you from spam calls

Personal mode is perfect for individuals who want to manage their personal communications more efficiently without the business-focused features.

Both modes offer powerful call handling capabilities, but choosing the right one ensures your assistant’s responses align with the nature of your incoming calls.

For individuals and small teams (up to 5 persons)

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Training Your Voctiv Assistant About Your Business

To unlock your assistant’s full potential, you’ll need to teach it about your specific business or personal needs. This crucial step allows your assistant to:

  • Customize responses to match your business context
  • Ask relevant questions to callers
  • Provide accurate information about your services
  • Better qualify potential clients

How to Train Your Assistant

The primary method for training your assistant is by filling out the Business Description field. We strongly recommend including:

  • Detailed information about your business or personal use case
  • A comprehensive list of your services or offerings
  • Price ranges for your services (if applicable)
  • Specific questions you typically ask potential clients
  • Any specialized information callers frequently request

Consider writing this in a prompt format, similar to how you might instruct an AI system:

“We are a mobile pet grooming service specializing in dogs and cats. We offer basic grooming packages starting at $60, deluxe packages from $90, and specialized treatments for pets with skin conditions from $120. When someone calls, please ask: What type of pet they have? What services they’re interested in? Have they used mobile grooming before? Our service area covers downtown and northern suburbs only.”

The more details you provide, the better your assistant will represent you and your business. With comprehensive training, your assistant will conduct more valuable conversations and provide you with higher-quality information about potential clients.

For businesses with teams over 5 persons and custom integrations

Book a Demo

Appointments Configuration: To Enable or Not?

The appointment feature works in both Business and Personal modes but serves different purposes in each context. This setting determines whether your assistant can schedule fixed-time meetings with callers. While appointments are primarily relevant to business users, you can also enable this feature for personal use if your situation involves making appointments regularly.

Voctiv AI - Appointments

Appointments Setting Ideal For Benefits
Enabled
  • Regular calendar users
  • Appointment-based businesses
  • Consultation services
  • Automated booking
  • Elimination of scheduling back-and-forth
  • Calendar sync capabilities
Disabled
  • Services requiring pre-screening
  • On-site service providers
  • Businesses without electronic calendars
  • Focus on lead qualification
  • More control over scheduling process
  • Better fit for complex service delivery

When to Enable Appointments

You should enable appointments if:

  • You regularly use and maintain an electronic calendar with accurate availability
  • Your business model naturally includes scheduled appointments or consultations
  • You prefer automated booking that doesn’t require your manual intervention
  • You want to eliminate the back-and-forth typically involved in scheduling

With appointments enabled and your calendar connected, your assistant can automatically suggest available times based on your schedule, allowing callers to book slots without your direct involvement.

Important note: When enabling appointments, make sure you connect your Calendar (we currently support Google Calendar). This prevents double bookings or inconvenient scheduling, such as an 8am appointment for a service located an hour’s drive away. From our experience, it’s better to manually book high-value customers than to automatically schedule them in a problematic time slot that could lead to disappointed expectations.

When to Disable Appointments

You might want to disable appointments if:

  • Your service doesn’t typically require fixed appointments
  • You need to have preliminary conversations with clients before scheduling
  • Your business involves on-site visits that require resource verification before booking
  • You don’t maintain an electronic calendar that could be synchronized
  • You prefer to have more control over your scheduling process

With appointments disabled, your assistant will focus on qualifying incoming calls by asking screening questions tailored to your business. This helps you identify high-potential clients without committing to specific time slots.

Without appointments enabled, your assistant will analyze callers, ask qualification questions, and distinguish between targeted and non-targeted clients. You can then follow up using your existing business processes.

Calendar Integration

Connect your calendar and add timeslots

If you regularly use an electronic calendar for your business or personal scheduling, we highly recommend connecting your calendar to the Voctiv Assistant.

This integration enables your assistant to:

  • See your real-time availability
  • Schedule appointments only during your free time
  • Automatically add booked appointments to your calendar
  • Avoid double-bookings

By connecting your calendar, you create a seamless scheduling system that works around the clock without your direct involvement. This feature is particularly valuable for businesses where appointments are a regular part of operations, such as consultancies, beauty services, healthcare providers, and professional services.

Calendars Supported

Currently, Voctiv supports Google Calendar integration. Our roadmap includes support for additional calendar services:

  • Apple Calendar (coming soon)
  • Microsoft Calendar (coming soon)

Pro tip: If you connect your AI Assistant with Google Calendar and Alexa, you’ll be surprised when Alexa announces that your AI Assistant just booked you an appointment completely automatically. It truly feels like living in the future!

Setting Available Hours

To further refine your assistant’s scheduling capabilities, we recommend configuring your available hours. This setting ensures that:

  • Your assistant only books appointments during your working hours
  • You won’t receive appointments during your off-hours
  • Your schedule remains balanced and respects your boundaries
  • Callers see only legitimate time slots that work for you

This simple but powerful setting helps maintain work-life balance while maximizing your availability to clients or contacts.

Push Notifications

When it comes to high-value customers, timing is everything. The faster you’re notified about a potential hot lead, the higher the probability of converting that opportunity into revenue.

To maximize your response time and never miss important calls, we strongly recommend enabling push notifications. With push notifications activated, your Voctiv Assistant can instantly alert you about:

  • Conversations where high intent is detected
  • Callers who are ready to make a purchase
  • Important information relevant to you or your business
  • Scheduled appointments

These instant notifications include AI-generated summaries that highlight the most critical information from the call, allowing you to quickly assess the situation and prioritize your follow-ups accordingly.

Enable push notifications in your device settings to ensure you’re always the first to know when a valuable opportunity comes your way.

Communication Settings

In the Settings menu, you’ll notice a section called “Communication Settings.” Important note: This feature is currently being finalized and is only available to a limited number of test users. If you see this section in your app, it doesn’t necessarily mean it’s active for your account.

Coming soon to all users, Communication Settings will allow you to:

  • Tailor your greeting message to create a personalized welcome for callers
  • Customize text messages sent by your assistant
  • Configure your assistant to share specific links with callers, such as:
    • Payment links
    • Booking links
    • Legal document opt-in forms
    • Any other links relevant to your business processes

This powerful feature will soon enable you to seamlessly integrate your Voctiv Assistant into your existing business workflows, creating a more cohesive experience for both you and your callers.

Stay tuned for the official release of this feature to all users!

Home Screen Navigation

The Home screen is your dashboard for all calls handled by your Voctiv AI Assistant. Here’s how to make the most of this feature:

Calls are automatically categorized into two main sections:

  • Important: High-value calls that deserve your immediate attention
  • Other: Includes spam, scam attempts, silent calls, and other non-priority communications

For each call, you can:

  1. Tap to view an AI-generated summary of the conversation
  2. Select “See full call transcription” to review the complete dialogue
  3. Listen to the audio recording of the call
  4. Download the call recording to use elsewhere (perfect for training, quality assurance, or record-keeping)

This intuitive organization helps you quickly identify which calls require your immediate attention and which can be handled later, if at all.

Phone Confirmation Issues

If you are not able to proceed with phone confirmation, it may be because you’re using an IP phone number (Google Voice or any other “non-mobile” providers). In these cases, standard verification processes may not work correctly.

Don’t worry – we have solutions available! Please contact us to discuss a custom solution tailored to your specific situation. Our team can help set up alternative verification methods that work with your existing phone infrastructure.

Need help with IP phone number setup?

Contact Us

How to Restore Your Original Voicemail

If you decide to return to your carrier’s original voicemail service, the process is straightforward. We’ve created a detailed guide to help you restore your original voicemail settings.

For step-by-step instructions on how to revert to your mobile carrier’s voicemail system, please visit: How to Restore My Original Voicemail

The guide includes specific instructions for all major carriers, ensuring a smooth transition back to your previous voicemail setup if you choose to do so.

Conclusion

Proper configuration of your Voctiv AI Phone Assistant is the key to unlocking its full potential. By taking the time to select the appropriate mode (Business or Personal), decide on appointment settings, provide comprehensive business information, connect your calendar, and set your available hours, you transform a good tool into an exceptional one.

These settings aren’t just technical configurations—they’re strategic choices that directly impact how efficiently you manage communications and how effectively your assistant represents you to callers.

We encourage you to revisit these settings periodically as your needs evolve. Your Voctiv Assistant is designed to grow with you, adapting to changes in your business or personal requirements with just a few adjustments to these core settings.

Ready to take your Voctiv AI Phone Assistant to the next level? Start by reviewing your current settings today and implementing the recommendations from this guide. Your future self (and your callers) will thank you!

For individuals and small teams (up to 5 persons)

Try App Free

Frequently Asked Questions

Can I switch between Business and Personal modes after initial setup?

Yes, you can switch between Business and Personal modes at any time through the settings menu. This flexibility allows you to adapt your Voctiv AI Phone Assistant to changing needs.

How detailed should my business description be?

We recommend being as comprehensive as possible. Include your services, pricing structure, business hours, qualifying questions, and any specialized information your assistant should know. The more details you provide, the better your assistant can represent your business to callers.

Does Voctiv work with calendar systems other than Google Calendar?

Currently, Voctiv directly integrates with Google Calendar. If you use a different calendar system, please contact our support team to discuss potential integration options or workarounds for your specific setup.

Can I customize the questions my assistant asks callers?

Yes, you can influence the questions your assistant asks by including them in your business description. For example, if you want your assistant to ask callers about their budget range, include “Please ask callers about their budget range” in your business description.

[Remember to visit our support page if you need any assistance with configuring your Voctiv AI Phone Assistant.]

Top 10 Customer Complaints About Plumbers

Top 10 Customer Complaints About Plumbers in 2025 (And How to Fix Them)

Executive Summary: Our analysis of over 50,000 plumber reviews reveals that poor communication, scheduling issues, and pricing transparency are driving customers away. Lost calls and slow response times alone cost the average plumbing business $5,400 in monthly revenue. Discover how innovative solutions are helping plumbers reclaim this lost income and transform their customer experience.

For individuals and small teams (up to 5 persons) – Mobile app solution:

Try App Free

The Hidden Cost of Unhappy Plumbing Customers in 2025

As a plumbing business owner, you know that every missed call represents lost revenue. But did you know that communication issues are driving customers to your competitors faster than any other factor?

Our comprehensive analysis of over 50,000 plumber reviews across the United States revealed a startling pattern: the most common complaints aren’t about the quality of work—they’re about how difficult it is to get in touch with plumbers and how poorly customer concerns are handled.

In today’s digital-first world, customers expect instant responses and transparent communication. When they don’t get it, they leave scathing reviews that drive away potential customers and damage your reputation for years.

The Top 10 Customer Complaints About Plumbers (Based on Data)

Our analysis focused specifically on negative reviews (1-4 stars) to identify what’s driving customer dissatisfaction in the plumbing industry. Here’s what we found:

1. Overcharging or Hidden Fees

Customers were furious when final bills were significantly higher than initial estimates, especially when additional fees weren’t disclosed upfront.

“The estimate was $150, but once they finished, they handed me a $500 invoice. Hidden charges and fees everywhere!”

“They are very expensive and don’t tell you in advance about all the fees — be prepared for a shocking final bill!”

2. Poor Workmanship or Ineffective Repair

Many customers complained that their plumbing issues weren’t properly fixed the first time, requiring additional service calls and expenses.

“Did not fix my issue, did not bring the proper equipment… stayed less than an hour, and I had the same leak by the next day.”

“The leak started again three days later, and now it’s worse than before. What a waste of money.”

3. Poor Communication or Slow Response

A top complaint across all reviews was difficulty reaching plumbers and slow response times to inquiries. Customers expect quick replies to their questions and clear updates about their service.

“I was very interested… but after receiving a quote they stopped responding. Called 3 times — silence.”

“It took them a week and multiple voicemails just to get back to me about a basic question.”

Watch how AI is revolutionizing plumbing business communication

4. Lack of Punctuality / No-Shows

Customers repeatedly mentioned technicians arriving late or not showing up at all, often without any notification. This wastes customers’ time and creates immediate distrust.

“Saturday came, and by 3:15 there was no handyman around or a call/text message saying where he’s at. Nada.”

“Waited half a day; they never showed up or called. Wasted my entire afternoon.”

5. Poor Customer Service / Dismissing Complaints

When problems arise, customers expect accountability and solutions. Many reviews mentioned plumbers who were dismissive of complaints or refused to address issues after payment.

“When I called to complain about the leak coming back, they said it wasn’t their problem anymore and hung up.”

“Tried to contact them about a mistake on my invoice, never got a reply. It’s like they don’t care once you’ve paid.”

6. Unprofessional or Rude Behavior

Technicians’ attitudes and behavior significantly impact customer satisfaction. Reports of rude or dismissive behavior were common in negative reviews.

“Unprofessional, rude on the phone, and seemed annoyed by my questions. Will not be using them again.”

“He showed up several hours late and seemed in a rush. We weren’t totally satisfied with his work or his attitude.”

7. Unexpected Upselling or Pressure to Buy

Customers disliked feeling pressured into purchasing additional services or more expensive solutions than what they needed.

“This company are total con artists fooled me into trusting them… They kept pushing me to do a ton of upgrades I never asked for.”

“He tried to sell me a new water heater when all I needed was a small part replaced! That’s definitely upselling.”

8. Inconsistent Estimates

Customers were frustrated when quotes changed dramatically between initial consultation and final billing.

“They quoted $500, then changed it to $2500 literally five minutes later. Bait and switch is real with them.”

“Said it would be one price, but after the plumber arrived, it doubled, and they demanded cash on the spot.”

9. Messy Work or Lack of Cleanup

Plumbers who left messes behind or failed to clean up properly after completing work received negative feedback.

“They tracked mud through my home and didn’t bother to clean it up. My bathroom was a disaster.”

“Left sewage water uncleaned in our house… The second time they came, they barely mopped it.”

10. Lack of Expertise or Technical Skill

Some customers questioned the technical competence of plumbers who couldn’t diagnose or fix problems effectively.

“They’ve come 5 times for us to fix the same leaky pipe. The guy just kept guessing and never got it right.”

“When a second plumber arrived, he instantly found the real source of the problem the first guy totally missed.”

The Real Cost of Communication Failures

Let’s face it: several of the top complaints on this list are directly related to communication and scheduling. When customers can’t reach you, when you don’t show up on time, or when pricing isn’t transparently communicated, you’re losing business—fast.

Our data shows that communication issues account for nearly 60% of all negative plumbing reviews. And yet, most plumbing businesses still rely on outdated communication methods that leave customers frustrated and revenue on the table.

Let’s break down exactly how much money poor communication is costing your business:

Communication Issue Impact on Business Monthly Revenue Lost
Missed calls during business hours 30% of potential customers never call back $1,800
Missed calls after hours 65% of customers call competitors instead $2,100
Slow response to inquiries 40% of leads go cold after 30 minutes $900
No appointment confirmation 15% cancellation rate due to uncertainty $600
TOTAL MONTHLY LOST REVENUE $5,400

*Based on average plumbing business handling 50 calls per month with $300 average job value

Comparing Solutions: How Plumbers Are Solving Communication Problems

Let’s compare the most common approaches to handling customer communications and see how they stack up:

Solution Cost Call Coverage Pros Cons Missed Revenue
Voctiv AI Call Assistant Free tier / $29/month 100%
  • Never misses a call
  • Instant appointment booking
  • Automatic lead notifications
  • Self-training on your business
  • Can’t receive SMS (but can send)
$0
Voicemail Only $0 0%
  • No additional cost
  • 80% of callers hang up
  • No immediate response
  • Appears unprofessional
$4,800
In-House Receptionist $3,000-$4,500/month 40%
  • Personal touch
  • Can handle complex inquiries
  • Limited to business hours
  • Time off/sick days
  • High cost
$3,000
Answering Service $400-$800/month 60%
  • Human interaction
  • Extended hours
  • Expensive per-minute charges
  • Little business knowledge
  • Delayed message delivery
$2,160

Looking for a custom OMNI AI Assistant ideal for businesses with teams over 5 persons and custom integrations:

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How AI Is Transforming Customer Communication for Plumbers

While traditional solutions leave significant gaps in customer communication, innovative plumbing businesses are turning to AI-powered assistants like Voctiv to solve these problems permanently.

Here’s how AI is addressing the top customer complaints:

1. Never Miss Another Call

AI assistants answer 100% of calls, 24/7, eliminating a major customer complaint. Whether you’re on another job, in a meeting, or asleep, every customer gets an immediate response.

This solves the “Poor Communication/Slow Response” complaint that was a key issue in our analysis.

2. Automated Appointment Scheduling & Reminders

AI can book appointments directly into your calendar and send automated reminders to both you and your customers, dramatically reducing no-shows and confusion.

This addresses the “Lack of Punctuality/No-Shows” issue that frustrates so many customers.

3. Clear, Transparent Price Communication

AI assistants can provide consistent pricing information based on your business rules, ensuring customers have clear expectations before you arrive.

This helps prevent the “Overcharging/Hidden Fees” and “Inconsistent Estimates” complaints.

4. Immediate Response to Service Issues

When customers call with problems, AI ensures their concerns are logged, escalated appropriately, and followed up on promptly.

This directly addresses the “Poor Customer Service/Dismissing Complaints” problem many customers experience.

Case Study: How One Plumbing Business Recovered $4,200 in Monthly Revenue

Johnson Plumbing, a family-owned business in Atlanta, was struggling with missed calls and frustrated customers. Owner Mike Johnson found himself constantly apologizing to customers who couldn’t reach him during business hours.

After implementing Voctiv AI Call Assistant:

  • Missed calls decreased from 35% to 0%
  • Customer satisfaction ratings improved from 3.8 to 4.7 stars
  • Monthly revenue increased by $4,200 from previously missed opportunities
  • Mike saved 15 hours per week previously spent returning calls and managing schedules

“The biggest change is that I’m not constantly apologizing to customers anymore,” says Mike. “Every call gets answered professionally, customers are happier, and I’m booking more jobs without doing any additional marketing.”

Why Plumbers Choose Voctiv Over Other Solutions

When comparing AI solutions, plumbing businesses consistently choose Voctiv for several key reasons:

Feature Voctiv AI Other AI Solutions
Setup Time Minutes Days to weeks
Self-Training Automatic from website & materials Often requires manual script creation
Pricing Structure Fixed monthly fee ($29/mo) Usually per-minute charges that scale up
Lead Notification Immediate SMS alerts Often delayed or email-only
Multilingual Support Included at no extra cost Often a premium add-on

How to Get Started with AI-Powered Communication

Implementing an AI assistant for your plumbing business is simpler than you might think. With Voctiv, the process takes just minutes:

  1. Sign up for a free account or premium plan ($29/month)
  2. Connect your phone number (no new number required)
  3. Share your website URL for automatic training
  4. Customize key details like services and pricing
  5. Start receiving calls through your new AI assistant

There’s no complex setup, no coding required, and no need to change your existing business processes. Your AI assistant starts working immediately, answering calls and booking appointments while you focus on your core business.

For individuals and small teams (up to 5 persons) – Mobile app solution:

Try App Free

Conclusion: Transform Customer Experience, Reclaim Lost Revenue

Our analysis of over 50,000 plumber reviews makes one thing clear: communication problems are costing plumbing businesses thousands in lost revenue and damaging their reputations through negative reviews.

By addressing the top customer complaints—particularly around communication, scheduling, and responsiveness—plumbing businesses can dramatically improve customer satisfaction while capturing revenue that was previously being lost.

In today’s competitive market, plumbers who leverage AI to provide exceptional customer experiences are gaining a significant advantage over those still relying on voicemail, answering services, or overworked office staff.

The question isn’t whether you can afford an AI assistant for your plumbing business—it’s whether you can afford to keep losing customers and revenue without one.

Frequently Asked Questions

How much revenue am I losing from missed calls?

The average plumbing business misses 30-40% of incoming calls during business hours and nearly 100% after hours. With an average job value of $300, a business receiving 50 calls per month could be losing $4,500-$6,000 in monthly revenue from missed opportunities.

Will customers be frustrated talking to an AI?

Modern AI assistants like Voctiv are sophisticated enough that many callers don’t realize they’re speaking with an AI. More importantly, customers are far more satisfied with an immediate AI response than being sent to voicemail or waiting days for a callback.

How does Voctiv compare to hiring a receptionist?

A full-time receptionist costs $36,000-$50,000 annually, works limited hours, takes sick days and vacations, and can only handle one call at a time. Voctiv costs just $29/month, works 24/7/365, never takes time off, and can handle unlimited simultaneous calls.

Can Voctiv integrate with my existing systems?

Yes! For smaller teams (under 5 employees), the mobile app works seamlessly with your existing processes. For larger operations, Voctiv offers custom solutions with integrations for popular CRM systems, scheduling software, and other business tools.

Looking for a custom OMNI AI Assistant ideal for businesses with teams over 5 persons and custom integrations:

Book a Demo

Boost Your Business with Voctiv’s New AI Lead Qualification Feature

We are excited to introduce a groundbreaking update to the Voctiv AI Call Assistant: the AI Lead Qualification feature. Designed to streamline your inbound call process, this new functionality leverages artificial intelligence to automatically qualify leads, helping you focus on prospects that matter most.

By simply providing your business name and a brief description of your services, Voctiv’s AI generates tailored qualifying questions to assess a caller’s interest and readiness to engage with your business.

In this article, we’ll walk you through how the AI Lead Qualification feature works, why it’s beneficial, and how to set it up in just a few easy steps.


What Is AI Lead Qualification?

AI Lead Qualification is an automated system that evaluates incoming callers based on customized questions related to your business. The Voctiv AI Call Assistant:

  • Asks Personalized Questions: Generates inquiries specific to your services.
  • Evaluates Caller Responses: Gauges the level of interest and urgency.
  • Prioritizes Leads: Helps you identify high-potential prospects quickly.

For example:

  • A cleaning service might ask, “Are you looking for a one-time deep clean or recurring service?”
  • A bakery specializing in custom cakes might inquire, “Do you have a specific date for your event?”

This intelligent approach ensures you spend your valuable time on leads that are most likely to convert.


Why Use AI Lead Qualification?

  • Save Time: Automate the initial screening process to focus on serious inquiries.
  • Increase Efficiency: Reduce manual workload by letting AI handle preliminary questions.
  • Improve Conversion Rates: Engage promptly with prospects who are ready to take action.

How to Set Up AI Lead Qualification

Follow these simple steps to activate and customize the AI Lead Qualification feature in your Voctiv app:


Step 1: Update the Voctiv App

Ensure you have the latest version of the Voctiv AI Call Assistant app:

  1. Visit the Apple App Store or Google Play Store:

Step 2: Choose Your Preferred Mode

Voctiv now offers two modes for handling incoming calls:

  1. Appointment Scheduling Mode: The assistant books appointments directly into your calendar.
  2. AI Lead Qualification Mode: The assistant qualifies callers without scheduling appointments.

To enable AI Lead Qualification Mode:

  1. Open the Voctiv app.
  2. Navigate to Settings.
  3. Tap on Appointments.
  4. Toggle the Appointments feature Off.

Step 3: Provide Your Business Information

Accurate business details enable the AI to generate effective qualifying questions.

  1. Go to Settings.
  2. Select Questions and Answers.
  3. In the Business Description section, enter a brief description of your services.
  4. Examples:
    • “We bake custom cakes for weddings and special events.”
    • “We offer residential and commercial cleaning services.”
    • “We specialize in roofing installations and repairs.”


Step 4: Test the Feature

After updating your settings:

  1. Make a Test Call: Dial your business number to experience the AI interaction firsthand.
  2. Listen to the Qualifying Questions: Ensure they align with your services and desired customer responses.
  3. Adjust if Necessary: If the questions aren’t quite right, refine your business description for better accuracy.

Benefits of Voctiv’s AI Lead Qualification

  • Personalized Interaction: Engage callers with questions relevant to their needs.
  • Immediate Insights: Quickly determine a caller’s intent, helping you prioritize follow-ups.
  • Enhanced Productivity: Focus your efforts where they matter most, improving overall business efficiency.

Need Assistance?

If you have any questions or need help setting up the AI Lead Qualification feature:

  • Email Us: Reach out at skalachev@voctiv.com.
  • We’re Here to Help: Our support team is ready to assist you with any inquiries or feedback.

Get Started Today

Don’t let valuable leads slip through the cracks. Activate the AI Lead Qualification feature in your Voctiv app today and experience a smarter way to manage inbound calls.