Business information
Prepare opening hours, location information, service descriptions and public contact details. Keep these articles current, especially when holidays, availability or business arrangements change.
A WELCOMING FIRST RESPONSE
A clear hello.
A clear hello.
A useful next step.
Prepare an assistant to introduce your business, understand an enquiry and explain where the caller should go next.
Reception starts with making the caller feel understood
A receptionist role gives your assistant a straightforward purpose: establish what the caller needs and provide the information or route your business has approved. A short greeting, clear business details and a consistent escalation explanation help shape that first conversation.
You can configure a draft receptionist agent in the development application. Live answering, number routing, message delivery and human transfer are still part of the voice roadmap. Preparing a role does not turn on a telephone service.
Understanding an enquiry
Define the questions that help identify the appropriate team. Collect only information needed for the next step, and avoid asking the caller to share passwords or provider credentials.
Reaching a person
Decide when a human should respond and which route the assistant should explain. Live transfers require an available destination, routing rules and a tested fallback if that destination cannot answer.
FROM IDEA TO A REVIEWABLE WORKFLOW
Prepare the first conversation
Write a short introduction
Explain the assistant’s role in plain language. The future live greeting should make it clear when callers are speaking to AI and include any notices required for recording or transcription.
List supported topics
Focus on information the assistant can explain accurately. A receptionist should not improvise service availability, make commitments or change account details simply because a caller asks.
Review unusual situations
Consider an unclear request, an urgent problem and a caller who wants a person immediately. The intended response needs a practical next step, with emergency and specialist requests outside the assistant’s role.
CONTINUE EXPLORING
Find the right role for your business.
Explore another workflow or discuss your requirements with us.
Current availability Draft agents and manual knowledge articles are available in development. Live voice, integrations and human transfer are still being built.
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