AI Agent Builder
for ServiceM8 Phone
Select a section to view scenarios
Assistant Handles Directly
Configure the greeting and define situations the agent can handle without transferring.
Use {{business_name}} for automatic substitution
Requires Transfer
Define when the agent should transfer calls to a human.
Take Message For
Define when and how the agent should take messages.
Fallback
Define the default behavior when the agent is uncertain how to proceed.
Preview and Import
Copy this formatted text to paste into ServiceM8 Business Hours instructions.
After Hours Agent Settings
How your agent handles calls outside business hours.
Sections: URGENT CALLS, ASSISTANT HANDLES DIRECTLY, REQUIRES TRANSFER, TAKE MESSAGE FOR, FALLBACK
Voicemail Agent Settings
How your agent handles voicemail scenarios.
Sections: ASSISTANT HANDLES DIRECTLY, TAKE MESSAGE FOR, FALLBACK
Preview & Export
Copy sections to paste into ServiceM8.
ServiceM8 Access