RocketPlan

1. Introduction RocketCall AI is an advanced answering service integrated with RocketPlan to ensure that no inbound call is missed. By leveraging artificial intelligence, RocketCall guarantees that all client calls are answered promptly, ensuring that help is always on the way.

2. Setting Up RocketCall To configure your RocketCall account, follow these steps:

Log into the RocketPlan Web Portal

- Use your credentials to access the RocketPlan platform.

Navigate to the RocketCall Section

- Locate and open the RocketCall settings within the web portal.

- Enter your company name.
- Provide the primary contact phone number.
- Define the hours of operation.

- Select the designated project manager or employee responsible for handling emergency calls.

Set Answering Service Instructions

- Provide basic instructions to guide the AI answering system in managing inbound calls efficiently.

- Once all required details are populated, the RocketCall service will be activated, and calls will be logged automatically in the system.

1. Log into the RocketPlan Web Portal
 - Use your credentials to access the RocketPlan platform.
2. Navigate to the RocketCall Section
 - Locate and open the RocketCall settings within the web portal.
3. Input Company Details
 - Enter your company name.
 - Provide the primary contact phone number.
 - Define the hours of operation.
4. Assign an On-Call Employee
 - Select the designated project manager or employee responsible for handling emergency calls.
5. Set Answering Service Instructions
 - Provide basic instructions to guide the AI answering system in managing inbound calls efficiently.
6. Finalize the Setup
 - Once all required details are populated, the RocketCall service will be activated, and calls will be logged automatically in the system.

3. Call Handling and Logging Once RocketCall is set up, it will handle all emergency calls as follows:

- All inbound calls are received and recorded in the "Recordings" tab within the RocketPlan web portal.

- After a call is completed, RocketCall will automatically create a new project within RocketPlan.

Notification to the On-Call Project Manager

- The designated project manager will receive an instant notification and an email containing:
  - Customer's contact details
  - Project information, including:
    - Contact name
    - Loss address
    - Phone number
    - Brief description of the loss

- The project address can be accessed directly within the native Maps application for easy navigation.
- A shortcut link to the RocketPlan project will be included for quick reference.

1. Call Reception and Logging
 - All inbound calls are received and recorded in the "Recordings" tab within the RocketPlan web portal.
2. Project Creation
 - After a call is completed, RocketCall will automatically create a new project within RocketPlan.
3. Notification to the On-Call Project Manager
 - The designated project manager will receive an instant notification and an email containing:
 - Customer's contact details
 - Project information, including:
 - Contact name
 - Loss address
 - Phone number
 - Brief description of the loss
4. Navigation Assistance
 - The project address can be accessed directly within the native Maps application for easy navigation.
 - A shortcut link to the RocketPlan project will be included for quick reference.

4. Call Record Management All answered calls are logged and accessible through the RocketPlan web portal. Users can review recorded calls at any time for quality assurance and reference.

5. Conclusion RocketCall AI ensures that all emergency calls are handled promptly and efficiently, allowing businesses to maintain seamless communication with clients. By following this SOP, users can maximize the benefits of RocketCall within RocketPlan, enhancing operational efficiency and customer satisfaction.