A
DocumentationAI ReceptionistReceptionist setup

AI Receptionist

Receptionist setup

Configure your receptionist identity, greeting, business knowledge, voice, and call-routing behavior.

Configure identity

  1. 1Open the AI Receptionist settings in the dashboard.
  2. 2Choose the receptionist name and supported voice.
  3. 3Review the desired communication style and language.

Configure the greeting

  1. 1Write a clear opening that identifies the business and invites the caller to explain the reason for the call.
  2. 2Keep it short enough that customers can quickly begin speaking.
  3. 3Test the greeting through a real inbound call.

Add business knowledge

  1. 1Add services, products, policies, hours, FAQs, and customer-facing instructions.
  2. 2Remove contradictory or obsolete information.
  3. 3Test questions whose answers depend on the new information.

Configure human handoff

  1. 1Maintain transfer destinations through the existing Staff page.
  2. 2Keep active staff records current.
  3. 3Designate a primary staff member when appropriate.
  4. 4Test at least one transfer before launch.

Related documentation