Agent Setup
Configuring your AI agent
By Nikita1 author26 articles
- Help Your Receptionist Recognize Names and Special Words
- Follow-ups: automatically text callers after a call
- Call Transfer: Connect Callers to the Right Person
- Answer Delay: wait before your receptionist picks up
- Ask for Recording Consent
- How to Teach Your AI Receptionist: Best Practices
- How to Greet Callers by Name
- Receptionist Call Tasks: Tell Your AI What to Accomplish on Calls
- Call Scenarios: guide your receptionist through specific situations
- Multiple appointment types on one calendar — set up different durations per booking
- Warm vs Direct (Cold) Transfer: Choosing the Right Mode
- To-Do Tasks: Automatic Action Items from Your Calls
- Voice Language Setting - English Only vs. Multilingual
- Closing Phrases — Personalize How Your Receptionist Ends Calls
- Manage customer messages: Text, Email, and Web Chat
- Knowledge Base: Teaching Your AI Agent
- Post-Call Processing: Data Collection & Evaluation
- Setting Up Transfer Numbers for Smart Call Routing
- Lead Alerts: Automatically Call Your Team After Important Calls
- Call Transfer Setup
- How to Create Your First AI Agent
- How to Write Effective Agent Instructions
- How to Set Up Data Collection
- How to Set Up Lead Qualify
- How to Create a Knowledge Base
- How to Set Up Your Business Profile