Configure the AI Secretary

Teach the AI about your business, set escalation rules, and review call summaries.

Open Settings → AI Secretary (requires the AI Receptionist add-on or a receptionist plan).

Provide a knowledge document covering services, pricing guidance, FAQs, and policies. Add escalation rules for complaints, damage, refunds, or angry callers so the AI hands off instead of improvising.

Review sample prompts and greeting language so the voice matches your brand. Save changes before forwarding live calls.

After go-live, check call summaries and the audit trail regularly and tighten knowledge or rules when answers drift.