New persona

Unnamed persona

Who is booking

Full nameAge

Language

Email for calendar invites

Booking for a family member Caregiver mode: the agent calls on the patient's behalf, and home means the patient's home.

InsurancePlan

The agent only shortlists offices that take this plan and never asks for it in chat.

Places

Home Work

Pick a town, or click the map to place home exactly. Pins can be dragged. Drive times are measured from these points.

Demo scriptWhat they need shown on the persona listFirst message offered as “Try:” in the chatFollow-up usually the drive time answerThird message optional, e.g. the go-ahead to call