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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
客服
Hi, I'm an AI assistant calling for Jordan Lee. Do you have a table for four this Friday at eight?
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.

Capabilities for 个人助理
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。
Where records go

您的日历

每条记录都会以签名JSON的形式发送到您设置的端点——通过Zapier、Make、n8n或您自己的代码。目前尚无原生双向同步。

查看webhook规范
FAQ

常见问题解答

别再让电话响个不停却无人接听。