Getting Started with New Odyssey

Welcome to New Odyssey

New Odyssey provides managed AI voice agents that answer your business phone calls, handle routine requests, and hand off complex cases to your team—all built and run for you.

This guide walks you through the setup process, what to expect, and how to get the most from your AI agent.

What You Get

AI phone agent that answers in <1 second
Integrations with your existing systems (POS, EHR, CRM, etc.)
Dashboard to monitor performance
Ongoing tuning by our team
SLA guarantees for uptime and quality

You don't manage the AI—we do. You just forward calls and monitor results.

The 4-Step Process

Step 1: Discovery (2-4 weeks)

What we do:

Analyze your current call types
Map common intents (orders, appointments, FAQs)
Review existing systems (POS, EHR, phone system)
Define success metrics (answer rate, containment, bookings)

What you do:

Share access to systems (view-only initially)
Provide sample call scripts or recordings
Identify staff for handoffs
Set business rules (pricing, availability, policies)

Deliverable: Call flow design + integration plan

Step 2: Pilot (2-4 weeks)

What we do:

Build custom call flows for your business
Connect to your systems (POS, calendar, phone)
Route subset of calls to AI (e.g., after-hours only)
A/B test against current baseline

What you do:

Forward test calls to pilot number
Review transcripts and provide feedback
Test edge cases ("what if caller asks about X?")
Approve for broader rollout

Deliverable: Working AI agent handling real calls + performance metrics

Step 3: Go-Live (1 day)

What we do:

Route all inbound calls to AI
Set confidence thresholds for handoff
Enable fallback to human for complex cases
Monitor closely for first 48 hours

What you do:

Update main phone number forwarding
Brief staff on handoff process
Monitor dashboard for issues
Provide rapid feedback

Deliverable: Fully operational AI agent

Step 4: Continuous Tuning (Ongoing)

What we do:

Review transcripts weekly/monthly
Optimize prompts and flows
Adjust confidence thresholds
Add new intents as needed
Report on KPIs

What you do:

Review monthly performance reports
Request adjustments (menu changes, new offerings)
Provide feedback on edge cases

Deliverable: Continuously improving performance

System Requirements

Phone System

Any of:

SIP trunk (VoIP)
PSTN (traditional phone lines)
Existing provider (Twilio, Genesys, etc.)

We provide a phone number to forward to, or port your existing number.

Integrations (Optional but Recommended)

Restaurants: POS system (Toast, Square, Clover, Aloha)
Healthcare: EHR/PM system (Epic, Athena, Cerner, NextGen)
All: Calendar (Google, Outlook, Calendly)
All: CRM (HubSpot, Salesforce)

We handle all integration setup.

Dashboard Access

Any modern web browser
Mobile-friendly for on-the-go monitoring

What to Prepare

Before your kickoff call, gather:

Business Information

Hours of operation
Services/menu offered
Pricing information
Common caller questions
Locations (if multiple)

Technical Details

Current phone provider
Systems to integrate (POS, EHR, CRM)
IT contact (for integration approvals)

Success Criteria

What does success look like for you?

X% of calls answered without staff?
X bookings/orders per day?
Less than Y-second average wait time?
Customer satisfaction score?

Timeline Example

Week 1: Kickoff call, share system access, define flows Week 2: Integration setup, initial testing Week 3: Pilot with subset of calls (e.g., after-hours) Week 4: Review results, tune, prepare for go-live Week 5: Full rollout, monitor closely Week 6+: Monthly optimization meetings

Total time to production: 4-6 weeks typically.

Common Questions

"Do I need to buy new phone equipment?"

No. We work with your existing setup.

"What if my menu/services change?"

Tell us via the dashboard or email. We update within 24 hours.

"Can I pause the service?"

Yes, with 30 days notice (per SLA terms).

"What if there's an outage?"

We have 99.9% uptime SLA. If our service is down, calls automatically route to your backup number.

"How do I train my staff?"

We provide:

1-hour onboarding webinar
Dashboard tutorial video
Handoff protocol guide
Ongoing support

Success Metrics We Track

Answer Rate

Percentage of calls answered (target: >95%)

Containment Rate

Percentage handled without human handoff (target: 60-80%)

Average Handle Time

How long calls take (target: <2 minutes)

Conversion Rate

Calls that result in booking/order (industry-specific)

Customer Satisfaction

Post-call surveys (optional)

Revenue Impact

Estimated additional revenue from captured calls

You'll see all of these in your dashboard, updated in real-time.

Support & Training

During Setup

Dedicated implementation manager
Weekly check-in calls
Email/Slack support (24-hour response)

After Go-Live

Monthly optimization calls
Dashboard support (email)
Emergency support line (for outages)
Knowledge base (docs, videos)

Next Steps

Ready to get started?

Book a demo to see the agent in action
Review pricing to understand cost
Schedule kickoff call (after signing up)

Questions? Email support@new-odyssey.com or call during business hours.

Additional Resources: