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Find your AI receptionist and her settings

Open AI Agents, find your receptionist and learn what each of her four tabs holds.

Video tutorial, 1:18 · English captions · Download the video

Your receptionist answers your main line. Open AI Agents in the menu, then Open on her card.

In this video

Step by step

  1. 1

    Your AI receptionist is in the menu on the left. Click AI Agents.

    Click AI Agents
  2. 2

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

    Receptionist: who answers your line
  3. 3

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

    Click Open
  4. 4

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

    Basics: name, line, greeting, voice
  5. 5

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

    Teach: what she knows
  6. 6

    Bookings holds her calendars and her opening hours.

    Bookings: calendars and opening hours
  7. 7

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

    Advanced: status, voices, lines
  8. 8

    To go back, click AI Agents in the menu.

  9. 9

    Inbound lists specialists for phone menus, like this insurance and billing desk.

    Click Inbound
  10. 10

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

    Click Outbound
Only owners, admins and people given AI access see AI Agents in the menu.

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