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This tutorial will guide you through best practices, including providing clear explanations, using scenario-based approaches, and starting each call with a structured scenario. By setting it up correctly, you’ll ensure seamless interactions and accurate data collection. Let’s get started!
Creation Date: Mar 22, 2025
Created By: Lojan Ranara
AI Receptionist is under Configure.
Your receptionist is under the Configure tab. This is where you edit your AI Receptionist.
The Information collection is under During-Call Workflows.
Collect Information is on the 3rd row just below Send Text message.
Click "Add" to enter your questions, then choose either "Beginning of the Call" or "Custom Scenario."
You can only add 1 Beginning of the call and multiple Define a Custom Scenario (if you are subscribed to the Pro plan).
You can add questions that will be asked at the start of the call.
Important Note: These questions will be asked by your AI receptionist after it says its "Greeting Phrase".
Our clients typically request the caller's full name, phone number, and email address.
This is an example of the usual questions we ask the callers. You can add questions that are relevant to your business.
Do not forget to click submit to create the Intake Form
Click Add to add a new Custom Scenario.
An example is "If someone is asking about digital campaigns, execute this workflow."
Important note: Make sure that this is a command and not an informative sentence.
Example questions: Are you an existing customer? What is your budget?
Example: "Thank the caller and send this link: (Insert your link)".
Do not forget to click on submit to ensure that the scenario is created.
Here’s an example of what will appear once your Beginning of a Call Scenario is set up.
Here’s an example of what will appear once your Defined Custom Scenario is set up.
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