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Playbook: Handle Inbound Phone Calls

Transform your phone communications from reactive bottlenecks to 24/7 engagement engines with AI-powered voice responses.

Michael Stephenson avatar
Written by Michael Stephenson
Updated yesterday

💡 Overview

Every missed call or student sent to voicemail represents a lost opportunity to build trust and move prospects forward in their journey. Traditional phone systems rely on staff availability and business hours, creating gaps that frustrate students and limit institutional responsiveness when inquiries matter most.

Element451's voice-enabled Bolt Agents transform phone communications from reactive bottlenecks into 24/7 engagement engines that never miss a call, provide instant, accurate responses, and seamlessly escalate complex conversations to human staff.

  • The Challenge: Traditional phone systems create missed opportunities through voicemail, hold times, and limited after-hours coverage, leading to student frustration and lost enrollment prospects.

  • The Opportunity: AI-powered voice agents answer every call instantly, provide consistent information 24/7, and free staff to focus on high-value conversations that require human expertise.

  • The Impact: Institutions achieve 100% call answer rates, faster resolution times, and improved student satisfaction while empowering staff to concentrate on complex cases and relationship building.


🎯 Goals + Metrics

  • Achieve 100% call answer rate during business hours and after-hours

  • Reduce average call resolution time by 60%

  • Increase staff efficiency by automating routine inquiries

  • Improve student satisfaction with instant, accurate responses

Metric

Traditional

With Element451

Why It Matters

Call Answer Rate

60-80% during business hours, 0% after-hours

100% 24/7

No missed opportunities; students connect when convenient for them

Average Wait Time

2-8 minutes during peak

Instant pickup

Reduces abandonment; improves first impression

After-Hours Support

Voicemail only

Live AI responses

Captures inquiries when students are most likely to call

Call Resolution

40% require callbacks

80% resolved on first contact

Faster student progression; reduced staff workload

Staff Availability

Tied to phones for routine calls

Available for complex conversations

Higher-value staff utilization


🏛 Traditional Workflow

Most institutions handle inbound calls through reception desks, admissions offices, or department-specific lines. While this provides a human touch, it can create significant operational challenges.

The Standard Process

Reception/Front Desk Screening

Calls come into a main number and are transferred to the appropriate departments.

Challenge: Receptionists may lack detailed program knowledge, leading to multiple transfers and frustrated callers.

Department Queues

Students wait in phone queues during busy periods or are sent to voicemail after hours.

Challenge: High abandonment rates and delayed responses damage student experience and conversion.

Staff Availability Dependency

Responses depend entirely on staff schedules, creating coverage gaps during lunch, meetings, and after business hours.

Challenge: Peak calling times (evenings, weekends) often coincide with the lowest staffing levels.

Manual Information Lookup

Staff must search multiple systems while on the call to find program details, application status, or deadline information.

Challenge: Extended hold times and potential for outdated or inconsistent information.

Limited Escalation Protocols

Complex questions may require multiple callbacks as staff research answers or consult with colleagues.

Challenge: Student frustration increases with each additional contact required.

Where Traditional Processes Struggle

  • Peak Season Bottlenecks: Application deadlines and enrollment periods can overwhelm phone systems, leading to busy signals and extended hold times.

  • After-Hours Inquiries: Prospective students often research during evenings and weekends when offices are closed, forcing them to wait for callbacks.

  • Inconsistent Information: Different staff members may provide varying answers to the same questions, especially regarding complex policies or procedures.

  • Resource Intensity: Significant staff time is consumed by routine questions that could be automated, reducing availability for high-value interactions.


🤖 Element451 Workflow

With Element451's Advanced Voice Mode, inbound calls are answered instantly by voice-enabled Bolt Agents who can provide accurate information, handle routine tasks, and seamlessly forward complex issues to your staff.

Pre-Requisites

Technical Requirements:

  • Purchased Element451 phone number(s) for inbound calling

  • Voice-enabled Bolt Agent(s) configured and assigned to phone numbers

  • Knowledge Hub populated with current institutional information

  • Compliance with local, state, and federal call recording regulations. When using AI voice capabilities in Element451, your institution is responsible for ensuring compliance with all applicable local, state, and federal laws related to phone communication and call recording.

Strategic Preparation:

  • Determine which Element451 phone numbers will be handled by Bolt Agents versus direct staff lines. Each Element451 number can be assigned to one Bolt Agent and associated with one transfer number for staff handoffs.

  • Consider departmental structure for phone number allocation (e.g., admissions agent answering admissions number, transferring to main admissions office line when needed).

  • Plan a promotion strategy for AI-enabled numbers since purchased numbers support both voice and SMS/MMS communications.

  • Identify where to feature these numbers prominently—website (Bolt Agent/Staff Listing/Directory), marketing materials, department contact pages, and student communication.

  • Define a transfer number strategy for each Element451 line to ensure smooth handoffs to appropriate human staff when students request to speak with someone.

Staffing Considerations:

  • Train staff on managing forwarded calls from AI agents.

  • Plan coverage for complex calls during business hours.

Step-by-Step Process

Step 1: Phone Number Setup and Agent Assignment

  • Purchase Element451 phone numbers for inbound calling and assign voice-enabled Bolt Agents to specific numbers based on your institutional structure.

  • Configure call forwarding settings to route calls to the appropriate agent or department.

  • Set up multiple numbers if needed for different schools, programs, or service areas.

Step 2: Voice-Enabled Bolt Agent Configuration

  • Create a new Bolt Agent specifically for phone handling or configure an existing agent to be voice-capable by assigning it a voice profile from Element451's available options.

    • Agents can be multilingual, so be sure to review the languages supported by the voices to accommodate your student populations.

  • Define the agent's skills and permissions, including access to student information, appointment scheduling, event registration, and other functions based on operational needs.

  • Consider providing a custom greeting to bypass the standard automated greeting and create a more personalized first impression.

  • Define a "voice style" that provides style guidelines for the agent's voice behavior—this will be used to generate responses that match your institutional communication approach.

  • Populate the Knowledge Hub with current information about programs, policies, deadlines, and frequently asked questions to ensure accurate responses.

Step 3: Student Discovers AI-Enabled Phone Number

  • Students find your Element451 phone numbers through strategic touchpoints you've established—featured prominently on department contact pages, Bolt Agent directory pages, marketing materials, or through previous SMS conversations using the same number.

  • This multi-channel approach ensures students can easily connect when they're ready to engage, whether they're browsing your website, following up on text communications, or seeking specific departmental assistance.

Step 4: Instant Call Pickup and Identification

  • When students call, the voice-enabled Bolt Agent answers immediately with a personalized greeting.

  • The agent automatically identifies known callers by phone number and accesses their record to provide contextual assistance.

  • For new callers, the agent can collect basic information while maintaining conversational flow.

Step 5: Natural Language Processing and Intent Recognition

  • The agent uses advanced AI to understand the student's request through natural conversation, identifying whether they need program information, application status, appointment scheduling, or other services.

  • The system processes complex questions and determines the most appropriate response path without forcing students through rigid menu options.

Step 6: Information Delivery and Task Completion

  • For routine inquiries, the agent provides immediate answers by accessing real-time data from your Knowledge Hub and contextual data from their contact record.

  • With permissions and skills, the agent can complete actionable tasks like scheduling appointments, providing application status updates, registering students for events, or sending follow-up information via email or SMS.

Step 7: Escalation to Staff

  • When the person on the phone requests to speak with a staff member, the agent seamlessly transfers the call to a forwarding phone number that you assign to that specific Element451 phone number.

Step 8: Comprehensive Documentation and Scheduled Follow-Ups

  • All conversations are automatically transcribed and logged in the conversation thread and added to the student's activity record alongside other interactions.

  • Agents can schedule tasks at the request of the student. For example, if a student says, "Can you text me this info tomorrow so I'll remember to submit my application when I'm off work?" the agent will schedule the message.


🏆 What Success Looks Like in Element451

After Day 1

  • Traditional: Students encounter busy signals during peak times, 40% of calls go to voicemail after business hours, and staff are constantly interrupted by routine questions throughout the day.

  • With Element451: Every inbound call is answered immediately, students receive consistent, accurate information 24/7, and staff only receive escalated calls requiring staff intervention.

After 1 Week

  • Traditional: Call abandonment rates remain high during busy periods, students express frustration with inconsistent information across different staff members, and routine inquiries consume 60% of staff phone time.

  • With Element451: Call abandonment drops to near zero, average resolution time decreases by 60%, and staff report improved focus on complex relationship-building conversations instead of repetitive information requests.

During Peak Season

  • Traditional: Wait times spike to ~10+ minutes during application deadlines, after-hours calls pile up in voicemail, and staff overtime increases to handle volume surges while service quality suffers.

  • With Element451: No increase in wait times despite ~300% call volume surge, consistent service quality maintained through high-stress periods, and staff capacity freed for application review and strategic enrollment activities.

Long-Term Impact

  • Traditional: Student satisfaction scores plateau due to inconsistent phone experiences, prospective students choose competitors with better responsiveness, and staff burnout increases from repetitive call handling.

  • With Element451: Student satisfaction scores improve significantly due to instant, accurate responses, conversion rates increase as prospects get immediate answers when ready to engage, and staff efficiency gains enable more personalized attention to complex enrollment cases.


Final Thoughts + Next Steps

📋 Key Considerations

  • Brand Voice: Utilize the agent's "voice style" setting to reflect your institutional communication style.

  • Compliance: Maintain call recording and transcription policies that align with local and federal laws. If not using our default greeting, consider adding disclosures about AI and call recording to your custom greeting.

  • Change Management: Prepare staff for their evolving role from call answerers to conversation specialists. Communicate to students and parents about enhanced phone capabilities. Develop comfort with AI handling initial interactions.

  • Staff Empowerment: Train team members on when and how to take over conversations from AI agents. Create protocols for reviewing AI interactions and improving responses. Establish feedback loops for continuous improvement of agent performance.

🚀 Tips for Getting Started

  • Start with a Pilot: Begin with one department and phone number to test and refine your approach. Use initial feedback to improve agent responses and escalation protocols before full rollout.

  • Measure and Optimize: Track key metrics like call answer rates, resolution times, and student satisfaction. Use Conversation Insights to identify areas for Knowledge Hub expansion.

  • Scale Strategically: Gradually expand to additional phone numbers and departments. Consider peak calling times and seasonal variations when planning implementation phases.

🙋 Common Questions

Q: Will students know they're talking to AI?
A: In their default greeting, Bolt Agents identify themselves as AI assistants. Best practice is transparency while focusing on helpful service. If you have a custom greeting configured, consider including a disclosure about the use of AI.

Q: How does the agent access student information?
A: Agents can access information from the contact's record with proper authentication.

Q: What happens if the AI can't answer a question?
A: Agents are designed to recognize their limitations and smoothly escalate to human staff with full conversation context.

Q: Can the AI handle multiple languages?
A: Yes, voice-enabled agents support multiple languages to serve diverse student populations.

Q: How do we maintain the personal touch?
A: AI handles routine inquiries efficiently, freeing staff to spend more quality time on complex, relationship-building conversations.

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