PURE · Admin · Comms
Voice Admin
Govern the Poppy voice line: the brokerage client assistant callers reach, the per-agent staff assistants, and how identity gates the switch. Everyone opens as Poppy; identity personalizes only after verification.
Brokerage client assistant
—Clients enrolled
—With phone
Client call flow: Poppy answers → “Are you a current client of <brokerage>?” → verify caller-ID/PIN → hands off to the client assistant, introduced as the client’s agent-of-record assistant. Clients are scoped to their own transactions only. Set the call-in number when the line is provisioned.
Staff assistants
| Agent | Assistant | Voice | Lang | Cell |
|---|---|---|---|---|
| Loading… | ||||
Each agent sets their own name/voice/language in My Profile → Your Poppy. After PIN, Poppy switches to their assistant and announces the verified level. Admins (Mike/Shana) may override any row from the roster in Contract Controls.