📘 Guide

Phone greeting scripts: examples by trade

A phone greeting script follows five steps: greet, listen, qualify, act, then wrap up by summarising. When an AI voice agent answers, it starts by announcing that it is an AI. Sayelo, an AI voice agent, applies your script to every call, books the appointment in your calendar and sends you the summary, from €39/month excl. VAT.

A greeting script isn't a text to recite: it's the order of the sentences when you answer, so that every call ends with an answer, an appointment or a complete message. Here is the five-step outline, four examples to adapt by trade, and what changes when an AI agent answers.

By Alexandre HaddadPublished on Updated on 7 min read

Greeting script or voicemail message: two different moments

A voicemail greeting speaks to someone whose call you couldn't take. A greeting script is for when you do answer: it's the phrases, in the right order, that turn a call into an appointment, an answer or a message you can act on. Our voicemail greeting examples cover the first case; this guide covers the second.

A script isn't something you recite: it's a framework that everyone follows in their own words, so as not to forget anything when the salon is full or the site is noisy.

The five-step framework

StepWhat you need to getTypical phraseThe trap
1. GreetThe caller knows they have the right number and who they are talking to“Garage Petit, hello, Léa speaking.”A “hello?” with no business name
2. ListenThe request, in the caller's own words“How can I help you?”Interrupting to speed things up
3. QualifyThe reason, the urgency, existing customer or not“Is this for a first visit or a follow-up?”Offering a date before knowing the reason
4. ActAn answer, an appointment, a message or a transfer“I can offer you Tuesday morning or Thursday afternoon.”Promising something you don't control
5. Wrap upThe caller knows what will happen next“Let me just go over that… You'll receive a confirmation SMS.”Hanging up without summarising

1. Greet

The business name, a greeting, and who is speaking. A first name is enough to make the exchange more human. If an AI voice agent answers, the first sentence announces the AI: our guide to announcing the AI gives wording by trade.

2. Listen

An open question, then silence. Callers often tell you everything you need in one sentence, as long as you don't interrupt them. Note the key words.

3. Qualify

Two or three questions, not an interrogation: who is calling (existing or new customer), what for (the reason, which determines the length of the appointment and the person), and how urgent it is. Our guide to qualifying calls goes into this step in more depth.

4. Act

There are only four possible outcomes, and each has its own phrase:

  • Answer, with the information you have written down: opening hours, address, set prices.
  • Book an appointment, offering two slots, not ten.
  • Take a message in full: name, number, reason, when they can be called back.
  • Transfer, with a heads-up: “I'll put you through to Marc, he knows your file.”

5. Wrap up

Repeat the date, time, reason and number, say what happens next (a confirmation SMS, a callback before a specific time), and thank the caller. This is where mistakes show up, while there is still time to fix them.

Example scripts to adapt

Replace the names and rules with your own. Each example follows the five steps.

Healthcare: medical or allied health practice

  1. Greet: “Dr Martin's practice, hello.”
  2. Listen: “How can I help you?”
  3. Qualify: “Are you already a patient at the practice? Is it for a consultation, a follow-up or a repeat prescription?” If the caller describes chest pain, difficulty breathing or feeling faint: “Hang up and call the emergency services straight away.”
  4. Act: “I can offer you late morning tomorrow or Thursday afternoon.” Then the name and number, repeated digit by digit.
  5. Wrap up: “Let me go over that: Thursday afternoon with Dr Martin, for a follow-up. You'll receive a confirmation SMS, then a reminder the day before.”

Three rules are non-negotiable: the reason is kept to a minimum, no medical advice is given, and nothing is confirmed to a third party.

Trades: plumbing

  1. Greet: “Plomberie Durand, hello, Julien speaking.”
  2. Listen: “Go ahead, I'm listening.”
  3. Qualify: “Is water leaking right now?” If so: “Turn off the main stopcock, often near the water meter.” Then the address, access, house or flat. For a quote: the type of work and some photos.
  4. Act: an active leak takes priority or goes to the on-call plumber; a quote becomes a visit in the calendar.
  5. Wrap up: “So that's a leak under the sink, rue des Lilas. I'll come round early this afternoon and send you an SMS before I set off.”

Our plumbers page shows this script delivered by an agent, emergency included.

Retail and services: hair salon

  1. Greet: “Salon Camille, hello, Inès speaking.”
  2. Listen: “How can I help you?”
  3. Qualify: “Is it for a cut, a colour or both? Do you have a usual stylist?” The service determines the length of the slot.
  4. Act: “With Camille, I can offer you Saturday morning or late afternoon on Tuesday.”
  5. Wrap up: “That's booked: colour and cut with Camille, Saturday morning. You'll receive a confirmation SMS; if you can't make it, please let us know the day before.”

See also the hairdressers page.

Professional services: law firm

  1. Greet: “Lefèvre law firm, hello.”
  2. Listen: “How can I help you?”
  3. Qualify: “Are you already a client of the firm? What area of law is it about? Is there a date you have to meet, a hearing or a deadline to respond?” For a new case, the name of the other party, so that the firm can check there is no conflict of interest.
  4. Act: a first appointment in the slots set aside for that, or a precise message for the lawyer handling the case.
  5. Wrap up: “Let me go over that: a first appointment on Monday morning, about a dispute with your employer. You'll receive a confirmation by SMS.”

On the phone, no legal advice, and never any confirmation to a third party that someone is a client. See the lawyers page.

Phrases to replace

AvoidSay instead
“Hold on.” followed by silence“I'm just checking the diary, it'll take a few seconds.”
“That's not my department.”“Marc is handling that: I'll pass your request on to him.”
“I don't know.”“I'll note down your question, and the right person will call you back.”
“Call back later.”“Let me take your number, and we'll call you back this afternoon.”
“Eh? Say that again?”“Sorry, the line is bad: could you repeat your number?”

The same script, delivered by an AI voice agent

An AI voice agent follows exactly this framework, with two differences. Its first sentence announces that it is an AI: at Sayelo, every call starts with this notice, which cannot be switched off, followed by the greeting you write. And each step of the script becomes a written rule in its business profile: the qualifying questions, the slots, emergencies, what it must never do (quote a price you haven't set, give medical or legal advice, confirm anything to a third party).

What you gain is consistency. The script is followed on every call, including at busy times and in the evening; the appointment goes into your calendar, the confirmation SMS goes out, and you receive the summary with the transcript. When the agent can't answer, it applies your instruction, a message or a transfer, and the question is passed back to you: you write the answer once, and it knows it from the next call. The agent backs up the team and never replaces it: tricky calls remain yours.

Voicemail, on the other hand, follows no script: it takes a message, and you call back. Our comparison of an AI voice agent and voicemail details the difference, and the pricing page presents the plans, from €39/month excl. VAT with a 14-day free trial.

Further reading

More guides.

📘

AI receptionist: the complete guide

A voice agent that answers for you, books the appointment in your calendar and sends you the summary: what an AI receptionist really covers, what it can do, what it costs and how to set one up without getting it wrong.

📄

Professional voicemail greetings: examples by trade

A good voicemail greeting won't bring back lost calls, but it saves some of them: it says who you are, when you'll call back and what the caller can do right now. Here are the rules, ten greetings by trade to adapt, and what changes when an agent answers instead of voicemail.

📄

Qualifying incoming calls: the right questions

You can tell a well-qualified call after the event: the person calling back has everything they need, and doesn't have to ask the questions again. A badly qualified call leaves a name, a number and “call back”. Here are the questions to ask for each type of call, what the summary should contain, and how to use it to decide who to call back first.

📄

Telling callers it's an AI: ready-to-use phrases

Telling a caller they're talking to an artificial intelligence takes one sentence. What matters is the timing, the tone and what comes straight after: what the agent can do, and how to reach a human. Here is the structure that works, phrases to adapt by trade and the mistakes that make people hang up.

All guides →

Frequently asked questions

In plain terms.

Should you read your greeting script word for word?

No. A script being read out is obvious straight away, and it sounds false as soon as the caller strays from it. Learn the framework, the five steps and the qualifying questions, then say them in your own words. Only a few phrases are worth fixing word for word: the greeting, the emergency instructions and the closing phrase.

Who should write a small business's greeting script?

The person who answers most often, with the manager for the rules: what you promise, what you never say, what counts as urgent. Write it on one page, test it for a week, then correct it with what you have heard. The same document works for a new colleague, a stand-in and a voice agent.

How should you greet an unhappy caller?

Let them finish without interrupting, repeat back what you have understood, then offer a concrete next step: a callback from the right person, at a specific time. Avoid justifying yourself and promising what you don't control. An AI voice agent applies the same rule: it takes notes, commits to nothing and transfers the call or passes it on according to your instructions.

How many questions should you ask before offering an appointment?

Two or three are enough: the reason, whether the caller is already a customer, and the urgency. Any more and the call starts to feel like a form. The other information, address, number, instructions, comes after you have offered a slot, when the caller knows they have got what they wanted.

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