What a good first script needs
- What your business does. If your knowledge base already says this, Co-author will not ask.
- Why you are contacting these people. Where they came from, or what they did: answered an ad, filled in a form, booked an appointment.
- What they are being offered, in plain terms. “A free 20 minute roof assessment and a written quote within a day” gives the agent something to say. “A consultation” does not, so expect one follow up question.
- Who is worth booking, when that matters. If everyone who is interested should be booked, say so or skip it. If a visit costs you real time, tell Co-author who to screen out.
In a hurry?
Say “just build it” at any point. Co-author builds with what it has and lists what it assumed, so you can correct the draft instead of answering questions.Examples and useful details
Describe what your leads get from the call
Describe what your leads get from the call
A useful answer explains the benefit in everyday language. Include any
price, commitment or timing you know. Co-author uses your own description
to make the script specific to your business.
Confirm online or in person appointments
Confirm online or in person appointments
Online appointments let the agent point people to their joining
instructions. In person appointments let it help them prepare for the
visit. Co-author uses the details you give and never invents an address or
a joining link.
Identify the lead source
Identify the lead source
Examples include a Facebook ad, a website form, a referral, or an existing
customer list. The source is how the agent explains why it is calling.
Choose the conversation and its capabilities
You decide the purpose and wording of the script. In-call capabilities and tools provide actions such as booking an appointment, transferring a call, or adding a tag. An agent can also have no installed capabilities. Asking for a booking in the script does not install booking. Configure the capability and its calendar when you want the agent to book during a call. Your campaign’s trigger separately controls how the conversation starts.Already have a script?
Paste it into the editor and tell Co-author what you want to change. You can also say “I already have a script” or “skip the setup questions” to take this path. Once the script is in place, Co-author can help you refine it.Finding the setup details
You can answer in your own words. If you want help, ask Co-author to check your connected HighLevel account for clues about your lead sources. It asks for your agreement before scanning and brings any suggestion back for you to confirm. On a sub-account without a CRM there is no HighLevel account to check, so Co-author asks you directly. Booking still works there with a TFU AI, Cal.com or Calendly calendar. Anything you have already said counts. Co-author should never ask you the same thing twice.Review your first draft
The draft contains Context, Steps to Follow, and a Conversational FAQ. Review the script and its assumptions, then tell Co-author what to adjust. You can change a step, add an FAQ entry, or update how your agent sounds. To generate a fresh draft later, explicitly ask to rebuild the script and review the proposed replacement.In the API
- Create agent is where a new agent starts
- Get agent with
view=scriptreads the draft back - Update agent saves the edited script as
prompt; see The prompt
