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beginner 1 min read

Best Practices

Get the most value from your AI receptionist.

Keep Your Profile Current

Update your services, hours, and FAQs regularly so the AI always gives callers accurate information.

Craft a Great Greeting

A warm, concise greeting that names your business builds trust and sets the right tone.

Use Transfer Rules Wisely

Reserve transfers for calls that truly need a human. Let the AI handle routine questions to save time.

Review Analytics

Check your analytics regularly to spot trends, confirm ROI, and refine your configuration.

Watch Your Automations

Keep an eye on the Automations page so you catch any failed deliveries early and keep downstream tools in sync.

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