FORMATION IA
Du téléphone uniquement aux réservations assistées par l'IA
Mettez en place un réceptionniste vocal IA qui gère les réservations sans perdre vos clients.
Ce qu'elle couvre
Cet atelier pratique guide les propriétaires et managers de PME de services dans la sélection, la configuration et le lancement d'un réceptionniste vocal IA pour leur flux de réservation. Les participants repartent avec une configuration opérationnelle intégrant les outils de calendrier, le basculement vers un humain et les bases de la conformité. La session couvre des outils comme Goodcall, Rosie et Dialpad, évalués selon les contraintes réelles des PME. Environ 60 % du temps est consacré à la configuration pratique, 40 % aux concepts et à la prise de décision.
À l'issue, vous saurez
- Choose the right AI voice receptionist tool for your booking volume and budget
- Configure a call flow with booking capture and fallback-to-human routing
- Connect the AI receptionist to your existing calendar to avoid double bookings
- Review transcripts after calls to identify and fix errors in the AI script
- Apply GDPR-compliant call recording disclosures and data retention settings
Sujets abordés
- Comparing AI voice receptionist tools: Goodcall, Rosie, Dialpad
- Configuring call flows, greetings, and booking scripts
- Calendar integration with Google Calendar, Calendly, or similar
- Setting up fallback-to-human rules and escalation logic
- Reviewing call transcripts to catch errors and improve prompts
- GDPR basics for call recording and data storage
- Testing and going live: a practical checklist
- Measuring success: missed-call rate and booking conversion
Modalité
Delivered in-person or via live virtual session (Zoom/Teams). Each participant needs a laptop and credentials for their phone and calendar systems. The facilitator provides sandbox accounts for Goodcall and Rosie so attendees can test configurations safely. A printed quick-reference card and post-session config checklist are included. Ideal group size is 2–6 so the facilitator can give hands-on support to each participant.
Ce qui fait que ça marche
- Spend at least one week in shadow mode (AI listens, human still answers) before switching over fully
- Assign one person to review transcripts weekly and refine the booking script
- Keep the fallback-to-human threshold low at first, then raise it only after confirmed accuracy
- Inform regular customers proactively that a new system is in place to reduce surprise and complaints
Erreurs fréquentes
- Going live before testing the fallback rule — real customers reach a dead end when the AI can't handle their query
- Using default greeting scripts that sound robotic and erode customer trust immediately
- Ignoring GDPR call-recording disclosure requirements and exposing the business to complaints
- Not reviewing transcripts in the first two weeks, so recurring AI errors go uncorrected
Quand NE PAS suivre cette formation
A business that uses a sophisticated CRM with complex multi-step booking logic (e.g., medical triage or multi-resource scheduling) should not start here — the AI voice tools covered are too simple and the integration work requires a dedicated technical project, not a one-day workshop.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.