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The Agent section controls how your AI receptionist behaves. It is split into four pages: AI settings, Knowledge, Services, and Rules. Changes apply to new calls and future SMS automation. They do not rewrite calls or messages that already happened.

AI settings

Set the opening line, fallback language, and default transfer number.

Knowledge

Add business information from text entries, documents, or a website import.

Services

Add appointment types and the service information callers need.

Rules

Add operating instructions for transfers, callbacks, fallback behavior, and special cases.

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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 SMS, LobbyStack uses the current business context and the saved conversation state when generating AI replies.

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Minimum setup for real callers

Before forwarding production calls, check that:
  • Your greeting names your business and sets the right expectation.
  • The fallback language is set for cases where the caller’s language is unclear.
  • A transfer number is saved if you want live human handoff.
  • Your knowledge entries include hours, location, services, pricing, policies, and common caller questions.
  • Your service entries and Google Calendar connection are ready before you rely on appointment booking.