Playbook · 12 min read

Setting Up NOVA: Your AI Voice Assistant for Every Inbound Call

A step-by-step setup so no call, text, or lead goes unanswered again.

Treadstone Associates · Updated 2026

Key takeaways

  • • Start with a script built from your own past calls, not a generic template
  • • Define exactly which calls route to a human immediately
  • • Review call transcripts weekly during the first month
  • • Disclose the assistant to callers clearly and early

Build the script from your own calls, not a template

A voice assistant sounds convincing when it's trained on the actual questions your leads ask and the way you naturally answer them, not a generic real estate script pulled from a vendor's default library.

Pulling from a handful of your own recent calls, with permission, gives the assistant a much stronger starting point than any off-the-shelf script.

Decide what always routes to a human

Before the assistant takes a single live call, define clearly which situations should transfer to a person immediately: an angry caller, a question about an active offer, anything involving a specific dollar figure.

This list should be short and unambiguous. When in doubt, route to a human is the safer default in the early weeks.

Review transcripts weekly at first

In the first month, read through a sample of the assistant's calls every week rather than assuming it's working correctly. This is where you catch tone issues or misunderstood questions before they become a pattern.

Most agents find the assistant needs a few small adjustments in the first few weeks and then settles into consistent, reliable performance.

Tell callers who they're talking to

Disclosing early in the call that they're speaking with an AI assistant, and that a person will follow up, sets the right expectation and avoids the awkwardness of a caller feeling misled later.

Most callers respond well to this when it's handled matter-of-factly, especially when the assistant is genuinely helpful in the moment.

See where AI pays off first in your business.

A 30-minute call is enough to tell you whether AI pays for itself here.