Digital Assistant Setup Form
Welcome to your assistant setup. This is the starting point for building your knowledge base. The information you provide here can be updated or changed at any time by simply emailing your account representative.
Your Business Name
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Notification List
Where should call summaries be sent?
Enter as many recipients as needed. One email address is required.
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How to respond when caller requests to speak with a live person.
Sometimes a customer needs to reach you or your team right away. With live call transfers, your digital receptionist can seamlessly pass the caller through to the right person when you choose. This gives you the best of both worlds: every call is answered instantly, and urgent or high-value calls can still be connected directly to you without delay.
Choose a default reply, or enter a custom response.
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Yes - "I'll transfer your call to the main line, if a member of our team is not available, I'll pick back up to take your message."
No - “I’m sorry, I’m unable to transfer calls. I can take your message and make sure it gets to the right person. May I have your name, phone number, and a brief description of what you need?”
Custom Response Text
Number to live transfer calls (can be your main number again):
(Optional) Additional Custom Live Call Transfer Scenarios
Think about the kinds of requests where the caller should be connected immediately. For example: caller asks for a specific person by name, caller needs Billing/Accounts, caller wants to speak with Sales, caller requests a specialized department.
Add any additional situations you encounter that you believe should be handled with a live transfer.
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(Optional) Custom Text Notifications
Your digital receptionist can send helpful texts directly to callers while they’re still on the line. For example, if someone asks for your website, directions, pricing, or how to book, the assistant can instantly text them the right link or information. This makes the experience smoother for your customers and ensures they leave the call with the details they need right at their fingertips.
Add Custom Text Scenarios
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Business Information
Please provide the resources that will form your assistant’s knowledge base. You can enter your website address or upload files such as pdf, doc, docx, or txt that contain the information you would like the assistant to use when responding to callers. The more accurate and relevant the materials are, the more helpful and consistent your assistant will be.
Website Address
Attach Up to 20 Files Here
Browse Files
Drag and drop files here
Choose a file
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Add any additional business information (service area, hours, etc.):
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Greeting
We include “digital receptionist” in the greeting to build trust and set clear expectations with callers. This transparency reassures them they’re interacting with an assistant that represents your business, while still creating a warm and professional first impression. It highlights that every call is answered reliably on your behalf, showing customers they’re cared for even when your staff can’t pick up.
Choose the recommended greeting, or enter a custom greeting.
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Hello. I'm a digital assistant for [Business Name], this call may be recorded, how can I help you?
Enter Custom Greeting Text
Phone Carrier/System
We'll send you simple instructions with how to setup call forwarding.
Choose your phone provider:
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Verizon
AT&T
Xfinity
T-Mobile
Google Voice
Ring Central
Other
Submit
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