How to Review Your Script in Basic Agent

When it comes to reviewing your call script and FAQs, sometimes it's helpful to see things the same way a Specialty Answering Service agent would. Viewing it as if you are an agent will give you a better idea of how the call will flow from one question to the next and help you pinpoint areas that may need editing. In this tutorial, you'll learn how to:

  • Navigate your script: You'll go from the main Calls screen to the appropriate script where you'll see your call script and navigate through it.
  • View your FAQs: From the View your call script pop-up, you can verify how your FAQs look.


In addition to reviewing the script for call flow, seeing the script in the operator's view is a quick way to verify any changes you or our programming team made to your account. 

1. Click the Scripts link from the navigation menu on the left. This will take you to a screen showing all of your Active scripts.

2. Click on the script  Name that you would like to review.


3. On the next screen, you'll see your FAQs, Objections and Agent Alerts. To open the script, click the  See your script button in the upper right corner.

4. The script will open in a pop-up similar to the one below. This is what an answering service operator sees when they receive a call on your account.

5. Your call script is basically a multi-page web form. To navigate it, you'll need to choose values and complete text fields:

  • If you encounter a drop down: Choose a value and click the Next button before proceeding. All drop down options are required before you can click Next.
  • If you encounter a red * next to an input box: This means the field is required. You'll need to enter some data before clicking the Next button.

6. Subsequent pages will show each question the operators will be asking your callers. Questions may vary depending on which script path you follow. To check multiple paths, click the gray  Home button in between your left and right navigation arrows. This will take you back to the Greeting screen.

7. If data is entered into the email field in an incorrect format, a red box will appear, and the operator will not be permitted to move forward through the script. 

The same red box will appear for required fields that have not been completed or have been completed in an incorrect format.

8. As you move throughout the script, a "paper trail" of your actions will be recorded on the right-hand side of your screen, as shown below.

9. When you get to the end of a script path, you'll be presented with a screen that will look like the one below. To save the call, click the blue Save button. Otherwise, you can just close the pop-up.

View your FAQs


Seeing your FAQs as the call center agents see them is helpful so that you can read through the answers you included and think about how they might sound to a caller.

1. With the call script open, click the FAQs link as shown below.

Once open, FAQs, Objective and any Objection links will stay open until the operator clicks the Close button.

We encourage you to read through your FAQs carefully to ensure that the content is accurate and arranged in the easiest way possible for the operators. Remember, the more questions you have, the more complicated it will be for the operators to navigate. For lengthy FAQs, it may be a good idea to create sections that will keep things organized.

If you'd like to update your FAQs, visit this tutorial for step-by-step instructions!

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