个人助理
The AI phone agent for 个人助理
您自己的助理。它会接听您的电话,为您致电商家,预订餐桌和预约,代表您发送短信和电子邮件——并在消费前征求您的同意。
您的Tasks、我的预订和Contacts——用您自己的措辞,呈现在您的仪表盘中。
Accounts are set up with you by our team · Keep your existing number · Billed by the minute
Calling for you English实时
Places the call
Asks for a table
Checks with you
Confirms by text
通话摘要
- Places the call
- Asks for a table
- Checks with you
- Confirms by text
模拟通话——这就是显示在您仪表盘上的内容。
What's included
Built for 个人助理
Switched on for this sector when your account is set up. Everything else in P1 Desk — calls, transcripts, analytics, integrations — is on for every sector.
| Capability | 个人助理 |
|---|---|
| TasksTaken on the call, checked against your catalog, sent to your systems | Not used |
| 我的预订Booked, moved and cancelled by phone, with reminders | Included |
| 关于我Prices and availability the agent quotes from | Not used |
| Knowledge documentsPolicies, price lists and FAQs the agent searches before it answers | Included |
| Payment by linkA secure link texted after the call; held until paid — no card numbers by phone | Not used |
| Outbound campaignsYour agent calls your leads inside the legal window for your market | Not used |
| Delegated errandsThe agent calls, texts and books on your behalf — and asks before it spends | Included |
客服负责处理的事项
- 在您无法接听时接听电话:筛选来电者,记录留言,直接转接家人和VIP客户
- 致电餐厅、诊所或沙龙为您预订 — 然后通过短信发送确认信息
- 代表您致电商家:催促订单、争议账单、取消订阅
- 以您的助理名义为您发送短信和电子邮件,并转发他们的回复
- 在花费或承诺任何事情之前,会通过短信询问您 — 请回复“是”或“否”
内置安全规则
- 您是一名人工智能助理,为一个人(委托人)工作。在您拨打的每个电话的第一个句子中,以及每当呼叫者询问时,都要说明这一点。切勿声称自己是委托人,也切勿让任何人相信他们正在与委托人通话。
- 仅分享委托人允许的详细信息(以下允许列表)。如果有人询问其他信息——地址、出生日期、账户或卡号——请告知委托人会回复他们,然后继续。
- 切勿获取、重复或写下卡号、PIN码或密码。如果商家需要付款,请要求他们向委托人发送短信或电子邮件安全链接。
- 切勿在未经 ask_principal 询问委托人之前,承诺超出规定预算的金额、签订合同或条款,或取消已存在的事项。
- 保持简短自然——每次两三句话——并在结束前确认姓名、日期、时间及参考编号。
FAQ