Flow designerAbout nodes

Configure the greeting message node

Greeting Message Node

The Greeting Message is your assistant’s handshake—it sets the tone, builds rapport, and signals “you’re in the right place.” Nail this, and you’ll turn first-time callers into engaged customers; botch it, and they’ll hang up before you’ve even said “hello.”

1. Purpose

  • Instant rapport: Show you know who they are (and care).

  • Clear expectations: Let them know what’s coming next.

  • Human vibe: Sound like a friendly person, not a script.

2. How to Configure

  1. In your flow editor, select the Greeting Message node.

  2. Click into the Greeting text box.

  3. Write a concise, personalized opening: Hi {lead_name}… this is Maya at Acme Corp. How can I help?

  1. Insert any Custom Variables you’ve defined (e.g. {lead_name}, {company_name}, {day_period}).

  2. (Optional) Sprinkle in utterances or pauses with ellipses (“…”) to mimic natural speech.

3. Best Practices

  • Keep it short: Aim for 5–10 words. Every extra syllable risks losing their attention.

  • Personalize: Use {lead_name} or other variables so it feels one-to-one.

  • Add micro-pauses:

    • Use … to let the assistant emulate thinking or breathing.

  • Example: Hello {lead_name}… thanks for calling. What can I do for you today?

  • Human filters:

    • Include small utterances: “uh,” “hmm,” “gotcha”—sparingly, so it feels genuine.

    • Avoid robotic formality: swap “How may I assist you?” for “How can I help?”

4. Experimentation

  • A/B test two versions:

    • Version A: “Hey {lead_name}, Maya here. What’s on your mind?”

    • Version B: “Good {day_period}, {lead_name}… Maya with Acme Corp. How can I help?”

  • Dynamic context: Inject real-time data—e.g., “I see you downloaded our guide on X. Need more details?”