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Fix a mistake with the receptionist coach

Tell the coach in plain words what your receptionist did wrong; it proposes a fix you approve, and you can undo it.

Video tutorial, 1:14 · English captions · Download the video

Open your receptionist, then Teach. Under Teach from a complaint, write what went wrong, as you would tell a new employee, and press Propose a fix. The coach shows the exact change; nothing is applied until you approve it.

In this video

Step by step

  1. 1

    When your receptionist gets something wrong, tell the coach. It is on the Teach tab, under Teach from a complaint.

    Teach, then Teach from a complaint
  2. 2

    Write it as you would tell a new employee. For example: we close at 2 PM on Fridays now.

    Say what went wrong
  3. 3

    Propose a fix reads her instructions, her facts and recent calls, then shows the exact change. Nothing is applied yet.

    Propose a fix: nothing applied yet
  4. 4

    You can test the change on a few practice calls, then approve it. Practice calls use AI credits, so the batch stays small.

  5. 5

    Dictate lets you say it out loud, instead of typing.

  6. 6

    Every approved change is kept in History. Here, the coach added that the office sees children from age three.

    History of changes
  7. 7

    Put back undoes a change, and puts her back the way she was before it.

  8. 8

    Simple changes, like new hours, can also be typed straight into her opening hours, on the Bookings tab.

Every approved change is kept in History, and Put back undoes it. Practice calls that test a fix use AI credits.

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