An AI voice campaign greeting is the first sentence a caller hears on that number, and it has to match one persona, one company, and one question set. The profile stores a persona name, a persona role, and a persona company, then a voice and a tone. The opening greeting is a separate field. The default line, hello and a promise of a few quick questions, is a placeholder you replace. Put the agency name, the campaign, and your recording notice in that field. Do not point a Medicare number and a final-expense number at the same greeting. The caller dialed one brand. The transcript should show one brand. The $50 seat unlocks the profile. Live voice bills per minute.
Identity fields on the profile
Write the AI voice campaign greeting for this number only
Start from the number, not from a clever sentence. The number already tells you the product, the disclosures, and which human queue is legal. The greeting should say who is speaking, which company, that the call is recorded if that is your practice, and the one question that starts the sort. It should not name a plan as the right choice, quote a premium, or promise an enrollment. Replace the default greeting before the queue goes live. A caller who hears a generic hello cannot tell a Medicare shop from a life shop, and your reviewer cannot tell them apart in the transcript either. If the sentence could be read on a different campaign without editing a noun, it is not done.
Persona name, role, and company are what the caller is allowed to believe about the speaker. Use a name you would let a licensed agent say out loud. Set the role to something true, such as receptionist or scheduling, not producer and not advisor, unless a licensed person has actually joined. Company is the agency name on that campaign, not a holding company the caller has never heard. Voice is one of Ara, Eve, Rex, Sal, or Leo. Pick one and stop. There is no basis here to claim one voice books more appointments than another. Tone defaults to Professional. Empathetic, Formal, Friendly, Casual, and Enthusiastic are available. Hostile is on the list. Do not put Hostile on a beneficiary line.
Language is one setting on the profile: English (US), English (UK), Spanish, French, or German. A bilingual campaign is two profiles, or one profile plus a transfer to a person who has the language skill. Do not write a greeting in English that promises the AI will 'switch to whatever you speak' unless you have a second profile and a rule that performs the handoff. The opening line is also where a Medicare campaign carries the identification your marketing process already requires. Match it to the human script. The AI does not get a looser opener because it is synthetic.
One question set, saved as fields
After the greeting, ask only what the route needs. Each question has the words to say, a variable name, a label, and an answer type: yes or no, free text, number, or selection. State, intent, and whether they already have an appointment cover most inbound shops. Every extra question spends silence and raises the chance the caller talks over the next prompt. Qualification rules then read those variables. Qualified when all rules match, or any rule, is a setting. Not qualified has its own match. Write the rules from the states you sell and the products on this number. A question you do not use in a rule or on the agent's screen is clutter. Delete it.
Outcomes speak the next sentence and take the next action. Qualified can transfer to a queue, transfer to a phone or SIP URI, end, or send the caller to voicemail, with a message you write. Not qualified defaults to ending the call with a polite refusal. Incomplete and timeout need their own path so a confused caller is not trapped. The message after a booking should repeat the day and time you actually placed on the calendar. The message after a disqualification should not apologize by offering a product. Read five transcripts and check that every answer landed in the variable you named. If the agent still asks for the state, the variable is not on their screen or they have not been told to use it.
What changes when you add a second number
A second number is a second greeting, even when the agency name stays. Clone can copy questions, routing rules, and greetings, and the copy keeps the same active or inactive status. Treat the copy as a draft. Rewrite the persona company line if the brand differs, rewrite the opening greeting, and rewrite any disclosure that named the old product. Point the transfer at the queue that accepts the right states and skills. Leave the copy inactive until someone reads the greeting out loud against the new number. Publishing a clone because the questions looked similar is how a final-expense caller gets a Medicare opener.
Keep the prompt in step with the greeting. The greeting is what you promise. The system prompt is the boundary around it. What belongs in the system prompt is the next edit if the greeting is clean and the model still wanders. Tone and language is the edit if seniors, shoppers, or Spanish callers are bouncing off the same opener. One number, one persona, one question set. Say it when someone asks to add a sentence for a second product. Open a new profile instead, and keep this greeting frozen until that profile has its own test call.
A five-minute listen before you publish
Call the number yourself. Check four things. Did you hear the agency and the campaign, or the default hello? Did the recording notice match the human script? Did the first question match the first variable? Did the voice stay off product names? Then place a second call and interrupt the greeting on purpose, so you know which interruption mode you saved. Then call from a state you do not sell and confirm you are not transferred. These are configuration tests, not a legal opinion. They take minutes. A week of bad transcripts takes longer. Save the profile only after the test call matches the card you would hand a reviewer.
Store the greeting text next to the question list in the same note as the queue card. When marketing changes a disclosure, the greeting changes the same day, not at the next AEP. Supervisors should compare the spoken transcript to that note, not to their memory of a meeting. If the spoken line drifts, fix the field. Do not add a longer system prompt to paper over a greeting you have not updated. The caller never sees the prompt. They hear the greeting. That is the line that has to be right on this number and wrong for every other number you own.
How AgentTech stores one greeting per campaign
AI voice agents holds the identity: persona name, role, company, voice, tone, language, and the opening greeting. AI receptionist is the usual profile for a pure answer-and-book number. AI lead qualification is the profile when the question set decides a transfer. You attach that one profile to one queue. Answers save as the variables you named, and the transcript follows the warm transfer. The $50 seat unlocks the profile. AI voice bills per minute from the wallet. A second campaign is a second profile, or a clone you rewrite before it is active.
compliance scoring is how you hear the drift. Score the recording and read the greeting line against the note. queue routing still applies on the human queue after the transfer, so the question set has to capture state before that hop. Nothing in the persona field enrolls, quotes, binds, or recommends. If the test call sounds like a different company than your licensed agents, stop and edit the greeting. The voice model will not fix a sentence that names the wrong campaign. Publish only after the spoken greeting and the human introduction name the same agency.
Frequently Asked Questions
Can two campaign numbers share one greeting?
They should not. Each number carries its own product, disclosures, and transfer queue. Clone if you want a starting copy, then rewrite the greeting and the disclosures and leave the copy inactive until you have listened to it.
What is wrong with the default opening line?
It does not name your agency, your campaign, or your recording notice. Replace it before the queue is live. A placeholder hello is not a compliant opener and it is not a brand.
Does the persona name make the AI a licensed agent?
No. The name is what the caller hears. The role should describe the job, such as scheduling. Licensing stays on the human queue that receives a transfer. The AI does not enroll, quote, bind, or recommend.
Key Takeaways for Agency Operators
- One greeting per number. Persona, company, and questions stay with it.
- Replace the default hello. Name the agency, the campaign, and the recording notice.
- One language per profile. A handoff is a second profile or a skilled person.
- Ask only what the route uses. State and intent cover most shops.
- Listen once before you publish. The caller hears the field, not the meeting.
Lock the boundary in the system prompt and set tone and language for the people who actually call.
