Help / How to

Change what your receptionist says

Your receptionist's greeting, instructions, voice, and where summaries go are all yours to change.

  1. Sign in and pick the tab for what you want to change:
    • Receptionist: the Greeting it says when it picks up, its Instructions in plain English, What it knows, extra sections of facts it answers from, how it sounds, when to hang up, a number to transfer to, and the longest a call can run.
    • After the call: the email address summaries go to, and Details to capture, the facts pulled out of every call.
  2. Press Save at the top.
  3. Press Try as a customer on the right to hear the change. It always runs the last saved version.

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