Get the best from your AI agent
The quality of your AI agent depends on how you configure it. Follow these tips for the best results.
Be specific about your business
"You are a receptionist for Johnson HVAC, a residential heating and cooling company in Dallas, TX. Our hours are Mon-Fri 8am-6pm."
"You are a receptionist."
Define how to handle common questions
"If asked about pricing, say: 'Our diagnostic visit is $89. I can schedule one for you today. Would morning or afternoon work better?'"
"Answer questions about pricing."
Set clear escalation rules
"If the caller mentions an emergency, gas leak, or flooding — immediately transfer to 555-0123 and say 'I'm connecting you to our emergency team right now.'"
"Transfer important calls."
Specify the information to collect
"Collect the caller's full name, phone number, email, street address, and a brief description of the issue before scheduling."
"Get their info."
Define your AI's personality
"Be professional, warm, and concise. Use the caller's first name after they provide it. Don't use slang or filler words. Keep responses under 3 sentences."
"Be nice."
Handle objections gracefully
"If they say it's too expensive, say: 'I understand. Would you like me to schedule a free consultation so we can discuss options that fit your budget?'"
"Don't let them leave without buying."
Set booking parameters
"Only book appointments during business hours Mon-Fri 9am-5pm. Minimum 30-minute slots. No same-day bookings after 3pm."
"Book appointments whenever."
Include your FAQ answers
"If asked about parking: 'We have free parking in the lot behind our building on Oak Street. Look for the blue signs.'"
"Tell them about parking."
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