Find your AI receptionist and her settings
Open AI Agents, find your receptionist and learn what each of her four tabs holds.
Your receptionist answers your main line. Open AI Agents in the menu, then Open on her card.
In this video
Step by step
- 1
Your AI receptionist is in the menu on the left. Click AI Agents.

- 2
The Receptionist tab shows who answers your main line. Live means she is answering it right now.

- 3
Her card shows her line and her voice. Click Open to see her page.

- 4
Her page has four tabs. Basics holds her name, her line, her greeting, her voice, and who she transfers to.

- 5
The second tab, Teach, holds what she knows: your website, your documents and your facts.

- 6
Bookings holds her calendars and her opening hours.

- 7
Advanced shows her status, all the voices, the lines she answers, and the full editor.

- 8
To go back, click AI Agents in the menu.
- 9
Inbound lists specialists for phone menus, like this insurance and billing desk.

- 10
Outbound lists agents that call people for a campaign, like patient recall. You run them from Auto-dial.

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