AI agents
The AI receptionist: settings, knowledge and appointments.
13 tutorials · 4 videos
To get started
9Create and test your AI receptionistName, language, voice, first message and instructions, then a test call to your cell phone.Managers2:08Give the agent knowledgeImport your website or write pages so its answers are accurate.Managers2:28Have the agent book appointmentsConnect Google, Microsoft 365 or Square, then set the duration and availability.Managers2:28Get alerted after an agent callMessage taken, callback request or emergency: get the alert by text or email.Managers1:59Have the call transferred to a personWhen the agent hands off, and to whom.ManagersGuideSend a link by text during the callHours, address, booking or payment link, sent during the conversation.ManagersGuideReview conversations and go back to a previous versionTranscripts, summaries, audio, and the agent's change history.ManagersGuideUnderstand AI minutes and the Receptionist plans30 minutes per user per month, then the Receptionist plans.ManagersGuideManage appointments manuallyCreate, move or cancel an appointment, with confirmation by text and email.ManagersGuide
Go further
4Create a reference tablePrices, lead times, availability: what the agent looks up instead of guessing.ManagersGuideLaunch an AI call campaignImport a list, schedule it, retry failed calls and follow the report.ManagersBusiness and upGuideMissions: a specific scenario for the agentFrame one part of the conversation, like taking a message.ManagersGuideConnect the agent to your softwareThe agent checks your software during the call: record, order, status.ManagersGuide