AI settings
Set the opening line, caller language, currency, appointment changes, and default transfer number.
Knowledge
Add business information from text entries, documents, or a website import.
Services
Add appointment types with their duration, price, and the details callers need.
Employees
Add the people callers can book or ask for, with their services, hours, and time off.
Rules
Add operating instructions for transfers, callback requests, fallback behavior, and special cases.
How configuration is used
LobbyStack prepares the saved Agent settings for each live call, so callers get stable behavior for the duration of the conversation. For website chat, LobbyStack uses the current business context and saved conversation state when generating replies.Minimum setup for real callers
Before forwarding production calls, check that:- Your greeting names your business and sets the right expectation.
- The default customer language is the one most of your callers speak, because calls open in it.
- A transfer number is saved if you want live human handoff. It must be in a country LobbyStack can call.
- Your knowledge entries include hours, location, services, pricing, policies, and common caller questions.
- Your services, employees, and Google Calendar connection are ready before you rely on appointment booking or appointment changes.