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?”