Before your agent calls a business, give it a brief.

A disclosure line, a clear goal, and limits. Paste it into Meta Muse or Grok Bot. We don't make calls.

1. Fill in the brief

Everything you type stays in this browser. Nothing is sent to the server.

Your name, as the agent should say it (required) Used in the opening line: "calling on behalf of ..."

Reference numbers (account or order) Only numbers the agent may give out. Never a card number.

Business

Department

Goal, in one sentence (required)

Acceptable outcomes One per line.

Must not agree to (required, at least 1) One per line. Lines starting with "Do not" are used as written.

Information the agent may share One per line.

Information it must never share One per line.

Also record (optional) Added to the standard list: who answered, time, reference numbers, what was agreed, next steps.

If stuck End the call and report back Ask for a callback to this number:

Callback number Only needed for the callback option.

2. The brief

Build the brief to see it here.

3. Call log

Keep one row per call: date and time, business, who answered, outcome, reference number, follow-up needed (yes or no), and notes. The sheet is laid out to print on one landscape page with 10 rows.

Open the printable call log

4. Situation pack

The situation pack pre-fills this form for 10 common calls and adds limits and record items for each:

Booking an appointment
Rescheduling
Billing dispute
Insurance claim status
Refund request
Cancelling a subscription
Restaurant reservation
Service quote
Delivery problem
Account detail change

It also includes a multi-page printable log with a summary sheet.

Unlock the situation pack: $12

Payment happens on Stripe's checkout page. After paying you are sent to a private page that unlocks the pack in this browser.