Best Practices
- Overview
- Be prepared for your first bot testing call
- What to expect during your onboarding meeting?
- Best Practices for Transferring with Avoca
- Best practices for bot virtual assistant disclosure
- Best practices for message-taking bots
- Best practices for follow-up to Avoca calls
- Best practice for First Line of Defense?
- Tips for a successful Go Live
Coach
Outbound
Responder
- Overview
- How to enter postal codes in Services Areas
- How to use booking windows in the Avoca Dashboard
- How to change/delete user access?
- How to set up Fees and Rulesets?
- How to Set Up Holidays and Holiday Fees in the Avoca Dashboard
- On-Call Calendar Setup & User Guide
- How to use the feedback doc?
- How to create a support ticket?
- How to Configure and Use Avoca Capacity
- How does ST forward numbers to Avoca?
- How to set up Call Reason Mapping
- Notifications Settings
- How to Configure Transfer Destinations
- Managing Business Units and Job Types
- Adding Guidance for Service and Appointment Types
- How to review calls in the Avoca Dashboard
- Difference between Appointment/Service Type Guidance, Business Unit and Job Type Descriptions?
- How to Manage Tags in Avoca (ServiceTitan)
- How to set up Appointment/Service Type Guidance
- How to define what an emergency is in Avoca
- How to set up Holidays?
- Upload additional information using CSV/PDF files
ServiceTitan
Simple Scheduler
Speed to Lead
Dashboard
Coach
What are KPIs?
Key Performance Indicator
(number go up good, number go down good sometime, number can also go down then up)
Last modified on February 19, 2026