Agent Setup
Configuring your AI agent
By Nikita1 author27 articles
- How Email receptionist works
- 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
- Tasks: Automatic Follow-Ups 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 Receptionist
- After-Call Results: Data Extraction and Lead Qualify
- Setting Up Transfer Numbers for Smart Call Routing
- Lead Alerts: Call or Text Your Team After Important Calls
- Call Transfer Setup — Current Guide
- How to Create Your First AI Receptionist
- How to Write Effective Receptionist Instructions
- How to Set Up Data Extraction
- How to Set Up Lead Qualify
- How to Create a Knowledge Base
- How to Set Up Your Business Profile