Create a reference table

Before you start

• Your AI receptionist: see Create and test your AI receptionist.
• Your data: prices, lead times or availability. A .csv file if you have many rows.

1. 1

   Open the tables

   20 s

   Open your agent, Actions tab, then Reference tables. Click Manage tables, then New table.

   Administration/AI voice agents/your agent/Actions/Reference tables/Manage tables

   Open this screen in Callizy
2. 2

   Name it and say when to use it

   30 s

   At the top, the table’s name: for example Rates. When the agent should look in this table: for example “whenever someone asks for a price or a lead time”. This decides when the agent looks here.

3. 3

   Say what the agent asks

   2 min

   Under What the agent asks, one column per question, in the order it asks them. For each one, a name and a type: Free answer, One choice from a list, A year or a number, An exact number, Yes or no or Customer address. Required: it always asks it before searching.

4. 4

   Say what the agent reads

   1 min

   Under What the agent reads, the answer: Text, An amount in dollars or A number. The blue banner sums up what the agent will do. Click Create table.

5. 5

   Fill in the rows

   2 min

   Rows tab: one row per case. Type in the bottom row, then Enter. A range is written 2016-2021. An empty criterion cell matches every value. Many rows? Import a .csv file whose first line repeats the column names.

6. 6

   Write the answer

   1 min

   Answer and agents tab. Sentence the agent reads: type @ to insert a column, for example “For @Type of service: @Rate. Taxes extra.”. Text message sent to the caller: on to start. If no row matches: what the agent says when it finds nothing.

7. 7

   Check the agent and try it

   1 min

   Under Agents that use this table, check your agent. Try without calling: type what a caller would say, then Look up. Close the panel and click Update, at the top of the agent’s page.

Settings

You can change them at any time, without reconnecting anything.

One choice from a list

Under Details, Possible values: type a value, then Enter. Click a value to add other ways to say it, for example house, home.

How to ask the question (optional)

Under a column’s Details: a hint for the question, for example “Ask whether it is urgent.”.

A price based on distance

On a new table, Trip fee by address, then Use this template. The agent asks for the address; the distance, the driving time and the city are calculated from your Starting address. A distance band is written 0-10.

Lookups

Lookups tab: this week’s requests and the Rows you are missing. Add this row opens the Rows tab, with the criteria already filled in.

Not working?

Frequently asked questions