Software. Conversations. Content. Built for a connected customer journey. Explore AI Voice Agents

EMDS FIELD NOTES

Preparing your AI voice agent brief

A useful agent starts with a focused use case and clear boundaries.

01

Choose one job

Define the task the agent should help with. Keep the initial scope narrow enough to review thoroughly.

02

Prepare approved knowledge

Document answers, business rules and permitted sources. Assign an owner to keep them current.

03

Plan escalation

Decide when a person should take over, how handoff works and what context may be shared.

04

Test real-world variations

Review unclear requests, interruptions and unsupported questions. Confirm language, voice and telephony capabilities.

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