Callable Object

Call this policy document

Make a policy document callable with a QR-linked AI phone workflow. A policy document that can quiz readers, collect acknowledgement, or capture questions.

See intake templates

How it works

  • Add the QR code to the policy footer or training packet.
  • Owner: HR, compliance, or operations team
  • Callers speak naturally instead of filling a form.
  • The result becomes a structured follow-up record.

Data captured

  • reader identity
  • policy topic
  • question
  • acknowledgement
  • quiz score

Workflow prompt

Create a policy document Call App that captures policy questions, acknowledgements, quiz answers, and routes legal or HR issues to a person.

Output schema

{
  "outcome": "policy document call outcome",
  "fields": [
    {
      "description": "reader identity captured during the call.",
      "name": "reader_identity",
      "required": true,
      "type": "text"
    },
    {
      "description": "policy topic captured during the call.",
      "name": "policy_topic",
      "required": true,
      "type": "text"
    },
    {
      "description": "question captured during the call.",
      "name": "question",
      "required": true,
      "type": "text"
    },
    {
      "description": "acknowledgement captured during the call.",
      "name": "acknowledgement",
      "required": true,
      "type": "text"
    },
    {
      "description": "quiz score captured during the call.",
      "name": "quiz_score",
      "required": true,
      "type": "number"
    }
  ]
}

Sample call

AI: Hi, I am the AI workflow attached to this policy document. What do you need help with?

Caller: I read the policy and have a question about the reporting step.

AI: What should the owner know before they follow up?

Caller: Please save this for hr, compliance, or operations team.

Human handoff

  • legal interpretation
  • HR complaint
  • failed required acknowledgement
Callable objects should use clear signage, consent-aware recording settings, and human review for sensitive requests.

Related workflows

Publishing checklist

Place the QR code where intent is clear

The best location is where the caller already understands the object and needs action: a room sign, product label, manual, invoice, package, or field asset. The surrounding copy should say what the call will create for the owner.

Keep the first workflow narrow

Start with one owner, one notification path, and one structured outcome. If callers use the same QR code for multiple needs, add a first question that classifies intent before collecting detailed fields.

Launch review

Caller promise

Make the first screen and opening line match what the caller will actually get. For call this policy document, the promise should be narrow enough that a caller understands the purpose before sharing details or scanning a QR code. Avoid broad claims like "we can help with anything"; a specific promise produces cleaner calls and clearer follow-up.

Required outcome

Decide which fields are required before the call can be considered complete. A practical first version should capture reader identity, policy topic, question, then send a summary that HR, compliance, or operations team can act on without replaying the call. If a field is not used for routing, qualification, scheduling, or review, remove it from the first launch.

Human review

Write down the cases that should not be automated. Use human review for legal interpretation, hr complaint, failed required acknowledgement so the workflow stays useful without pretending to handle every edge case. Review the first real calls before connecting higher-risk actions or expanding the workflow.

FAQ

Why make a policy document callable?

A callable policy document gives someone an immediate way to explain context while they are looking at the object, sign, room, document, or product. The QR code starts a phone workflow that captures the issue and sends the owner a structured result.

What should the QR code say beside it?

Use plain signage such as "Scan to call this policy document" and explain what will happen after the call. Avoid vague labels. The caller should know they are contacting an AI workflow and that the result goes to hr, compliance, or operations team.

What information should be captured?

The workflow should capture reader identity, policy topic, question, caller intent, urgency, and a practical next action. Do not ask for sensitive information unless the owner truly needs it and has the right consent and review process.

When should the workflow escalate?

Escalate when the caller reports danger, sensitive information, access issues, payment disputes, or anything that needs a person. For this example, the main handoff triggers are legal interpretation, hr complaint, failed required acknowledgement.

Create a callable QR code

Use this object-specific workflow as the starting prompt, then print the QR code wherever the caller needs it.