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Combines the routing pattern from Receptionist with a first pass at technical triage — asking for a product or reference number before deciding where the call should go.

What it does

  • Asks for a product number on technical issues
  • Answers a short list of common questions directly
  • Routes by topic, with a fallback to message-taking if the transfer fails
  • Declines unsolicited sales pitches
If you record calls, turn on the built-in consent announcement rather than scripting a recording disclosure into the prompt.

The prompt

Set it up

1

Create the assistant

Paste the prompt above into System prompt, replace [Company name], and fill in your real FAQ answers.
2

Add Call transfer

Add Call transfer for each destination, with a matching condition.
3

Connect a knowledge base (optional)

For anything beyond the short FAQ above, connect a knowledge base instead of growing this list indefinitely.
4

Test it

Use the editor’s Test button to run through a technical issue, a sales pitch, and a failed transfer.
See Receptionist for the same routing pattern without the technical-triage step.