Change what your receptionist says
Your receptionist's greeting, instructions, voice, and where summaries go are all yours to change.
- 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.
- Press Save at the top.
- Press Try as a customer on the right to hear the change. It always runs the last saved version.
Good to know
- Keep the line in the greeting that says it's a virtual assistant and asks to transcribe the call. Callers are owed that, and nothing puts it back if you take it out.
- In Instructions, leave
{{system__caller_spoken}}as it is. On a call, it becomes the caller's number. - For your hours, services, and the like, use Your business instead. See Fill in your business details.
- Going to another tab keeps your edits until you save, as long as it's one of the tabs with that Save button. Leaving for any other page asks first.
Didn't find it? See all the help pages, or email hello@xstep.ai.