ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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Welcome to this month's Phones Pro Update. This month we are highlighting Real-Time Assist Cards and Custom Moments, two AI-powered features in Dialpad that allow you gain insights and coaching opportunities that will help improve CSR performance. 

Commonly Used Real-Time Assist Cards

Real-time Assist cards provide triggered pop-ups that guide CSRs through talking points, workflows, best practices, and more. Real-Time Assist (RTA) cards help with onboarding new CSRs and guide even the most seasoned reps through tricky conversations. Learn more about RTA cards here.

Here are some commonly used card ideas to get you started:


  • Pricing of memberships
  • Benefits of being a member
  • Types of memberships offered

Warranty terms

‘What to expect’ for commonly booked job types

Current promotions

Avoid pricing talk track / pricing objections

Difficult customers

  • Highlight keywords that may come up when talking to upset customers
  • Talk tracks for rejection handling
  • Deescalation techniques

Competitor mentions

  • What to say when a competitor is mentioned or compared

Inbound call openers / how to close a call

General call walkthrough

Your company’s process for tune ups

Equipment Installation

  • Your company’s process for equipment installation to help the customer better understand what to expect


  • What they will look for and evaluate



Custom Moments

Custom Moments allow you to track triggered moments during a call — think of them as bookmarks for important themes on your calls that you might want to come back to later. When a given word or phrase is triggered on a call, the CSR Manager can intervene right away, or review the Custom Moment and its trigger post-call. Custom Moments are invaluable for historical trend reporting, reviewing calls, coaching, and even alerting managers in real-time. To set Custom Moments up, navigate to Admin Settings>>Dialpad Ai>>Custom Moments>>Create Custom Moments.

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Best Practices

When creating your real-time assist cards, keep the following best practices in mind:

  1. Short and sweet
    RTAs are made to pop up live, during a call, to better assist your CSRs. That means you’ll want to keep it brief, so CSRs can quickly read the information and keep the conversation with the customer flowing smoothly.
  2. Critical info first
    Reps don’t have time to search for the information they need from a card when it appears on screen -- do them a favor by putting the most important information first.
  3. Links are your friends
    The best way to share less critical, but still relevant info for your reps is via links, which should be placed after the critical content in the card.
  4. Reps can trigger cards too
    Don’t forget that you can set your cards to fire on something your CSRs says — not just what a customer says — so you can use them as cheat sheets to be used whenever needed.


Version history
Last update:
‎03-13-2023 01:06 AM
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