The AI receptionist

Your receptionist transfers callers only to the people and numbers you list. Click AI Agents, in the menu on the left.

Click Open on her card. Her page opens on the Basics tab.

Scroll down to Transfers and questions. Here, Jacqueline has three targets.

Each target has a name and a reason. Maria takes billing, payment and insurance questions.

When she transfers, she says: One moment, I'm transferring you to Maria now.

To add a teammate, pick them in the Team member list.

To add an outside number, like an answering service, type its name.

Then type the number.

Add would put it on the list. In this demo, we do not add it.

She never transfers to a number a caller reads out. If a caller asks for someone not on the list, she takes a message instead.

We did not press Add, so nothing was saved. Now we can leave the page.

Your receptionist answers questions only from the facts you give her. Click AI Agents, in the menu on the left.

Click Open on her card.

Her facts are on the Teach tab. Click Teach.

Scroll down to Knowledge. Read website reads a few pages of your site, and adds the facts it finds right away.

You can also upload a menu, a price list or a policy, as PDF, Word, Excel, CSV or text.

Below is the list she uses on every call. Each fact has a category, a short name, and the sentence she says.

Untick In use to switch a fact off, without deleting it.

To add one, click Add a fact.

A new, empty fact appears at the end of the list. Common questions go in Questions, like the cancellation policy above it.

Type the question as its short name.

Then type the answer, exactly as she should say it.

Click Save list to keep it. She uses the saved list on every call. In this demo, we do not save.

Now leave this tab: click Basics. The fact we did not save is dropped.

Back on Teach, the list is just as it was: 23 facts, all saved.

Her name and greeting are on the Basics tab of her page.

Display name is the name on her page and in your lists. Save name keeps a new one.

Greeting and instructions holds everything she follows. The first line is the greeting she says when she answers.

To change it, edit only the words inside the quotes, her name included. Keep it short: she says it on every call.

Below the greeting are the rules she follows. The guided setup wrote them, so change them only if you are sure.

Save greeting saves the whole box, and she uses it from her next call. In this demo, we do not save.

Her voice is on the Advanced tab of her page.

Further down, the voice she uses now is marked Selected.

Each card says how the voice sounds, and the languages it speaks. Jacqueline speaks English, Spanish and French.

The play button plays a short sample of each voice, like Skylar's.

Choose switches her voice right away, from her next call. Here, we only show it.

For the rest of the list, press More voices. It adds voices for Spanish, French and Portuguese.

Fewer voices folds the list again.

Pick a voice that suits your callers. If many of them speak Spanish, pick one that speaks Spanish.

The badge at the top says which number she answers. Calls to that number reach her first.

On Basics, Answers on shows the same line. Its list also holds your other numbers, like the office fax line.

Picking another number moves her there at once, even from a line another AI agent uses. So pick only when you are ready.

Now open the Advanced tab.

Routing shows the line she answers now, and every other number.

Bind gives a line to her, and Unbind frees it. Both act at once, so use them when you are ready.

All numbers opens Numbers, where you see who answers each line.

Here, Jacqueline answers the main line. A new receptionist gets her line on the last step of the guided setup.