Agent management

Build AI employees before hiring a full team.

GreetingHero agents are role-based AI employees. Each agent gets a job description, voice, greeting, business rules, allowed tools, escalation path, call scope, and performance outcome.

Create first agent See use cases
AI receptionist Sales intake Support triage Scheduling Billing intake
Agent assignment Live

Receptionist: Answers the call and identifies why the caller is calling.

Sales Intake: Qualifies new prospects and creates a lead.

Scheduler: Captures preferred appointment times and callback windows.

Support Triage: Escalates urgent blockers to the owner.

Role defined Tools allowed Escalation set

Why agents matter

A one-person operator needs leverage, not another inbox.

When the owner is the salesperson, support desk, billing contact, scheduler, and escalation manager, calls pile up fast. Agent management splits the work into clear AI employee roles so every caller gets handled.

Define the job

Give each agent a role, responsibility, greeting, tone, service scope, and success outcome.

Limit the tools

Agents can only request approved actions such as create lead, appointment request, transfer, summary, or follow-up.

Escalate to humans

High-value prospects, angry customers, urgent issues, and billing emergencies route to the owner or team.

Agent catalog

Start with the jobs that create or protect revenue.

GreetingHero should make agent creation feel like adding an employee to the business, not configuring a chatbot.

First hire

AI Receptionist

Answers every call, asks the first qualifying question, captures caller details, and chooses the next step.

Revenue

Sales Intake Agent

Captures service need, timeline, budget fit, buying urgency, and callback preferences.

Retention

Support Triage Agent

Documents issues, identifies blockers, and escalates urgent customer problems before they churn.

Scheduling

Scheduling Agent

Collects preferred dates, times, service type, location, and callback windows.

Cash flow

Billing Intake Agent

Captures billing questions and routes them without exposing sensitive systems directly to AI.

Coverage

After-Hours Agent

Handles night and weekend calls with stricter transfer rules and urgent escalation behavior.

Management setup

Each agent is configured like an employee file.

The owner should know what each AI employee does, what it can say, what tools it can request, and when it must hand off.

  • Agent name, role, voice, greeting, and customer-facing tone.
  • Business knowledge: hours, services, pricing notes, service areas, and FAQs.
  • Allowed tools: lead creation, appointment request, transfer, SMS follow-up, and summary.
  • Escalation rules for urgent callers, sales-ready prospects, complaints, and billing issues.
  • Performance metrics: calls handled, leads captured, transfers, follow-ups, and unresolved calls.

Commercial principle

The website must sell the agent system before the product demo starts.

Every page should explain the pain, show the AI employee role, describe the business outcome, and push the owner toward setup.

Set up an agent