Customizing Your AI Receptionist

Navigate to Settings → AI Voice. You can preview each voice and switch instantly. The change takes effect on the very next call.

Tip: Choose a voice that reflects your brand — a warm female voice for a dental clinic, a confident male voice for an electrical contractor.

Your greeting is the first thing callers hear. Keep it under 15 words and include your business name. You can set separate greetings for business hours and after hours.

Good: "Thanks for calling ABC Plumbing, how can I help?"
Avoid: Long, formal scripts that make callers wait.

Choose between Friendly, Formal, or Casual tone. This adjusts how the AI phrases questions and acknowledgments throughout the call.

The AI collects specific information from each caller. Default intake includes: name, suburb, service type, issue description, urgency, and preferred callback time.

You can reorder, add, or remove questions from Settings → Intake Questions. Mark fields as required or optional. Add custom fields like "Property type" or "Insurance provider" if your business needs them.

Write free-text instructions that the AI follows on every call. Examples:

• "Always ask if they have a preferred plumber from our team."
• "Mention that we offer 10% off for first-time customers."
• "If they mention gas, emphasise that we are licensed gas fitters."

Set your business hours per day of the week. Outside these hours, the AI uses your after-hours greeting and tells callers someone will call back when you reopen.

Tip: Even after hours, the AI still captures full lead details. Many trades businesses find their best leads come from after-hours emergency calls.

List the suburbs you cover so the AI can confirm whether callers are in your area. Add emergency keywords (e.g. "flooding", "gas leak", "no power") so the AI correctly triages high-priority calls and sends you an urgent SMS notification.