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Open an agent from Agents in the sidebar. Its first page, General, holds what callers hear first under Name, greeting and voice.

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Name

The agent’s Name tells your team which agent handled a call. Only your team sees it, in the dashboard and in the Inbox. Callers never hear it, so pick a name that helps your team, such as Weekend line or Downtown clinic.

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Greeting

The greeting is the opening line your agent uses when it answers a call or starts a conversation. Keep it short and specific. Good greetings usually include the business name, a short disclosure that the caller is speaking with the AI agent, and an offer to help.
1

Open the agent

Click Agents in the sidebar and open the agent. Its menu opens on General.
2

Edit the greeting

Click Edit beside Greeting, then change the text.
3

Save

Click Save.
If you haven’t changed the greeting, it follows your default customer language when you change it.

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Voice

Voice sets how your agent sounds on phone calls and on calls from your browser, including test calls. The row shows the current voice and how it sounds, such as Marin · Bright, quick. New agents start with Marin, or with the voice of the agent you added them from.
1

Open the voice list

On General, click Change voice. Current shows the voice in use, and All voices lists the others with their pitch and pace.
2

Listen to a voice

Click the play button next to a voice to hear it in your default customer language. Playing a voice doesn’t select it.
3

Save your choice

Select the voice and click Use this voice.
New calls use the voice shortly after you save. A call already in progress keeps the voice it started with. To check the result, click Test call at the top of the page. Owners and admins can change the voice. Viewers can see the current voice, but Change voice is turned off for them. If your business has Activity only access through a partner, your team doesn’t see Agents. You can choose from Alloy, Ash, Ballad, Beacon, Bossa, Cedar, Cinder, Coral, Delta, Echo, Gleam, Marin, Meridian, Quartz, Ripple, Sage, Shimmer, Stone, Tempo, Verse, Vesper, and Willow. In the API, set voice on PATCH /receptionist to the name in lowercase, such as cedar. /receptionist changes the default agent.
  • Rules: what the agent does on every channel, or on one
  • Calls and booking: transfers, Staff answers first, booking and appointment changes
  • Business details: the business summary, opening hours, languages and currency every agent shares