Free planning tool · Solutions HD

Which ready-made agent fits the call?

Start with the job your inbound line needs to do most. Then compare the matching packages in the published catalog.

This is a shortlisting guide, not a package guarantee. It uses only the four agents listed on this site and sends no inputs.

Royal-blue agent catalog showing Reception, Appointment Booking, Support Line and After-Hours Cover choices.

01 · Choose the job

Start with one clear call need.

The selector maps your chosen needs directly to the four published packages. Add at most two secondary needs and note who handles calls requiring a person.

Other jobs to consider

Choose up to two additional needs. The primary package is already included.

The selector uses the four packages published in the Solutions HD homepage catalog. It does not compare custom builds or verify feature fit.

02 · Team review

What needs confirmation?

Bring these questions to a package review before making a choice.

Caller volume

Calendar and systems

Human exception

How the tool works

A plan to verify with your team.

What is counted

The primary need maps to its matching published catalog card. Up to two distinct secondary needs add their matching cards. No weighted score or unpublished package is used.

What remains unverified

This cannot confirm calendar, CRM or ticket permissions, staffing, contract fit, implementation timing or whether one package covers a combined workflow. Confirm any bundle or unusual need with Solutions HD.

Take the next step

Compare the published agents.

The current catalog lists Reception, Appointment Booking, Support Line and After-Hours Cover agents. Use the shortlist to focus a package conversation.

Put your plan in context

Read a related guide and a worked example →

Review your assumptions with the people who own the next step before configuring a live flow.