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Open Agent > AI settings to edit the basic behavior used by the receptionist.

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Greeting

The greeting is the opening line your receptionist uses when answering a call or starting a conversation. Keep it short and specific. Good greetings usually include the business name, a quick disclosure that the caller is speaking with the AI receptionist, and a simple offer to help.
Business typeExample greeting
Dental clinicThanks for calling Bright Smile Dental. I’m the AI receptionist. How can I help?
SalonThanks for calling North Loop Salon. I can help with services, availability, and messages for the team.
Home servicesThanks for calling Peak HVAC. I’m the AI receptionist. Are you calling about service, scheduling, or an urgent issue?
RestaurantThanks for calling Maple Table. I can help with hours, reservations, and messages for the staff.
1

Open AI settings

In the dashboard sidebar, go to Agent > AI settings.
2

Edit the greeting

Update the Greeting field.
3

Save

Click Save beside the greeting field.

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Default customer language

The Default customer language setting supports:
OptionValue
Englishen
Frenchfr
Choose the fallback language your receptionist should use when the caller’s language is unclear.
This setting is a fallback, not a limit on conversation language. The receptionist can respond in other languages when the caller’s language is clear. Add greeting, knowledge, service, and rule content in the languages your callers are most likely to use.

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Default transfer number

The Default transfer number is the phone number used when the receptionist performs a live handoff to a human. Use a number that is answered during business hours. If different teams handle different requests, keep the default number as the safest general handoff and add rules for when a caller should be transferred.
1

Enter a number

Add a complete phone number in the transfer number field.
2

Save

Click Save beside the transfer number field.
3

Add rules if needed

Use Agent > Rules to describe when the receptionist should transfer, take a message, or ask for callback details.
Add a transfer number when you want live human handoff. Without one, the receptionist takes callback or follow-up details so your team can respond from the dashboard.