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Best Practices

Overview
Be prepared for your first bot testing call
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

Overview
How to Set Up Multiple Rubrics in Coach
How to manually reclassify calls?
How to set up auto-reclassification?
Navigating the Coach Dashboard
Navigating the Agent Performance Dashboard
Inviting your Managers and CSRs
CSR Guide to Coach
Test Add new article

Outbound

Overview
How to Complete Compliance Approvals for Outbound
SMS Campaign Setup Guide Overview
Creating a Use Case (Step 1)
Setting up a Workflow (Step 2)
Build Your Audience (Step 3)
Creating the Campaign (Step 4)
End -to-End Campaign Creation & Best Practices
Audience preview and execution logs
Campaign preferences

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
How to set up Single Sign-On (SSO)

ServiceTitan

Overview
Setup Adjustable Capacity (ACP)
Why does Avoca require Admin access to ServiceTitan?
How does ST forward numbers to Avoca?
ServiceTitan On-Call Shifts
How to set up Holidays?

Simple Scheduler

Overview
Simple Scheduler How to configure UTM tracking
Simple Scheduler: Set Up
Adding Simple Scheduler to your website
Simple Scheduler: Setting Up Notifications
Simple Scheduler: Reviewing Analytics
How to setup google reserve
Activate your Simple Scheduler with Reserve with Google
Simple Scheduler settings

Speed to Lead

Overview
Integrate Thumbtack, Angi, Yelp etc
Grant Avoca Access to Google Local Services Ads (GLSA)

New Dashboard

Overview
Knowledge base
AI calls
How to configure team alerts
Conversations
Warm transfers

Dashboard

Overview
KPI dashboard
How to use booking windows in the Avoca Dashboard
How to fill in Business Information
Settings: Adding Members to the Avoca Dashboard
Settings: Changing your Team Name
Settings: Employee Contacts 101
How to review calls in the Avoca Dashboard

Settings

Overview
How to set up Appointment/Service Type Guidance
How to set up Single Sign-On (SSO)

Coach

Test Add new article

Documentation Index
Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
Use this file to discover all available pages before exploring further.

Last modified on May 29, 2026

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