Let Terry take the call
On a Terry call with notes on, you can hand the conversation to Terry. Terry says first that it is an AI assistant speaking for you, answers from your company's own knowledge, asks good questions, offers a next meeting and hands back anything it cannot answer. Press Take back at any moment.
What it does
On a Terry call you can press Let Terry talk in the control bar. Terry then speaks to the other person in a natural voice while you listen:
- it answers questions from your company's approved knowledge and your agent's rules;
- it asks one good question at a time about their situation, goals and timing;
- it handles simple concerns the knowledge covers;
- when they sound ready, it says you can share a link in the chat where they can pick a time. Terry never says a meeting is booked. When your workspace has a booking page or a booking link, it appears on your page only, for you to share in the chat.
Press Take back at any moment and Terry stops mid sentence.
Before Terry can speak
The button stays disabled, with the reason beside it, until:
- the other person agreed to notes on their join page (Terry has to hear them to answer them);
- notes are on;
- everyone else in the call agreed to notes. If you added someone who has not, the reason says "Notes are paused: (their name) has not agreed."
Terry stops for good on a call after about 80 spoken turns, and the reason then says so.
What the other person sees and hears
When you press the button, the other person sees a short notice, Terry is answering for now: you would like Terry, an AI assistant for your company, to speak with them for a moment, Terry answers from your company's own information and hands back to you on anything else, and they can ask for you at any time. They choose Continue with Terry or Ask for (your first name). Terry says nothing until everyone in the call pressed Continue. If anyone asks for you, Terry hands back at once and stays quiet for the rest of the call.
The first thing Terry says, every time it takes the call, is: "Hi, I am Terry, an AI assistant for (your company), joining on (your first name)'s behalf. (Your first name) is still on the call and can step back in at any time." It then asks what would be most useful to cover. Nobody can talk over that opening line.
While Terry holds the call, their page shows Terry (AI assistant) is speaking for (your company) with an Ask for (your first name) button beside it. Your page shows "Terry is speaking for you".
If they ask whether they are talking to a person, Terry says plainly that it is an AI assistant and that you can take over whenever they like.
What Terry will not do
Terry never says a number, a price, a discount, a contract term, a guarantee, a link or anything else your approved knowledge does not state. On anything like that it says "Let me bring (your first name) back in for that.", hands the call back and your page tells you so. If someone talks over Terry, it stops and listens. If someone joins who has not agreed to notes, Terry stops. If someone joins who has agreed, Terry waits until they press Continue.
Afterwards
Everything Terry said is in the transcript as Terry (AI), and a line someone talked over is marked "(cut off)". Terry's notes say which parts of the call Terry handled and why each part ended. Terry's speaking turns use your AI credits and count against your own AI allowance, like live call help. Terry's voice is made by Amazon Polly in our own cloud account.