Where the work gets stuck
Agree on the details your team needs to follow up on an enquiry. Otherwise, an AI employee may collect names while sales or admissions staff still have to ask the basic questions again. Set up Heyy to collect the information the next person needs.
What to prepare
- The service or programme details you need to collect
- Approved answers and agreed ways to follow up
- Staff members responsible for enquiries and a response time the team can meet
Follow these steps
- Agree with the receiving team on what a complete enquiry record should include.
- Set up the questions and contact fields needed to complete that record.
- Test enquiries with complete details, missing details, and questions the assistant cannot handle.
- Review the enquiry records with the responsible staff member. Remove questions that do not help with the next step.
An example from everyday work
A training provider may need to know the programme, intake, preferred way to study, and preferred contact method. The adviser can then respond to the applicant’s interests instead of starting with a general “How can we help?” message.
When your team should take over
An email address alone does not make an enquiry ready for sales or admissions. Staff should decide eligibility, prepare quotes, and assess whether the service suits the person’s needs.
How to check the results
- Enquiry records the receiving team can use
- Missing details requiring another message
- Follow-ups completed and their recorded outcomes
Your next step
Ask the receiving team whether the records give them what they need. Their feedback will show whether Heyy is collecting useful details.