TradeFlow AI Call Assistant

How to Use the TradeFlow AI Call Assistant (Simple instructions for businesses)

The ‘TradeFlow AI Call’ Assistant allows your customers to call a dedicated number and leave the details of their job.

Our AI collects this information and sends you a job ticket instantly.

Please follow the guidance below to make sure the system works smoothly.

1. What customers will experience

When a customer calls your number:

  1. The AI greets them using your business name.
  2. It asks for their details (name, postcode, phone number, job description and any other required questions).
  3. The customer answers each question by speaking normally.
  4. After all questions are answered, the call ends and the job ticket is created.

2. Important points to tell your customers

To help the system collect accurate information, ask customers to:

  • Speak clearly and slowly.
  • Say numbers one by one (for example “0 – 7 – 9 – 3 – 4 …”).
  • Avoid background noise if possible.

This helps the system store clean, accurate data for you.

Accuracy Disclaimer:

TradeFlow Call Assist uses industry-standard speech recognition.
Accuracy is typically 90–95% for UK English.
No AI system can guarantee 100% accuracy — especially with uncommon names, accents, or background noise.
Clear speech from customers gives the best results.

3. What you receive

Once the call is complete:

  • A job ticket is created instantly.
  • You receive it by email + WhatsApp.
  • You can press Accept or Decline on the job.
  • The customer is automatically updated based on your choice.

4. If the customer doesn’t answer a question

If the system does not understand something, it will ask again:

“Sorry, I didn’t catch that. Please repeat your answer.”

This prevents the call from ending too early or missing information.

5. Tips for best results

  • Add your dedicated number to your website, Google profile, social media, and auto-replies.
  • Tell customers:

    “Our phone line is fully automated — please speak clearly when giving your details.”

  • Keep your business name consistent so the AI greeting matches what customers expect.
  • Test the system yourself once to see exactly how it works.

6. Support

If you notice incorrect details being stored (for example postcode spacing, or unclear answers), please report it to TradeFlow Assist so we can optimise your system.

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