1. Set the geographic boundary before you assess calls
McSwain is recorded as a CDP in Merced County. A firm serving McSwain may need to distinguish calls from people in McSwain, other parts of Merced County, and locations outside its intended service area. Bosseo’s public AI Answering description supports call capture, case-type tagging and classification as Potential New Client, Current Client or Other.
Recommended approach
Before booking a review, list the locations your firm serves, the locations it does not serve, and the facts that determine whether a call belongs with your team. Ask Bosseo how those rules would appear in the caller conversation and summary.
