Agent Setup
Configuring your AI agent
By Nikita1 author17 articles
Multiple appointment types on one calendar — set up different durations per booking
Warm vs Cold Transfer: Choosing the Right Mode
To-Do Tasks: Automatic Action Items from Your Calls
Voice Language Setting — English vs. Multilingual
Closing Phrases — Personalize How Your Receptionist Ends Calls
SMS Management: Handling Text Messages
Knowledge Base: Teaching Your AI Agent
Post-Call Processing: Data Collection & Evaluation
Setting Up Transfer Numbers for Smart Call Routing
Post-Call Actions: Automatic Outbound Dispatch
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 Call Evaluations
How to Create a Knowledge Base
How to Set Up Your Business Profile