Invoice Simple gives you configuration options for the AI assistant that are editable at any time. Here's how to do that.
From the Zyratalk console, hit Visit this page under Make Changes.
You'll have the option to select which option you'd like to configure, but if you're just starting out, it's best to scroll down and go through the whole process.
If you choose to go through the whole configuration proccess, you'll be prompted to choose your receptionist's style from three options: Friendly, Professional and Direct. Choose a voice and hit Continue.
Next, you'll need to choose how your Receptionist sounds. You'll have several different options to choose from that you can preview at will. Once you've made a selection, hit Continue.
You'll be prompted to input information you wish the Receptionist to request from your clients. You will be given some suggestions based on the business information you entered when signing up, but this is fully configurable by you. Once finished, hit Continue.
Next, you'll be provided with a list of FAQs based on your business type that the AI Receptionist can reference when asking customer questions. These are also full configurable by you. Once finished, hit next.
Next, you can configure the Receptionist greeting message and test it. Hit Continue once finished.
Now that the AI Receptionist is configured, you'll be prompted to configure how and where you would like to be notified of calls. You'll also configure where you want your summaries sent.
Lastly, you'll have to option to edit the phone number your clients call to reach your AI assistant.
You're ready to test your receptionist on a live call! Feel free to repeat the process any time to change any of the above settings.