Change its name and greeting

You can give your receptionist any name you like, and you can change the greeting and tone it uses. You do both on your receptionist's page. To open it, select your receptionist's name in the menu, then Setup.

Change the name

The name is what your receptionist calls itself on calls, chats and texts. It also appears across your portal.

1. Open your receptionist's page. Its current name is at the top.
2. Select Rename.
3. Type the new name. Use 1 to 40 regular characters.
4. Press Enter or select the check mark to save. Press Escape to keep the current name.

The name saves on its own. You do not need any other Save button. It can take a moment to reach your calls.

Only an owner or admin can rename the receptionist. If you do not see Rename, ask your account owner.

If your receptionist has no name yet, the page asks What should we call your receptionist? Type a name and select Save name.

Change the greeting and tone

The greeting is the first thing every customer hears or reads. The tone is the style your receptionist keeps for the rest of the conversation.

1. On your receptionist's page, open How [name] answers.
2. Choose Chat or Voice. Voice is for phone calls. Chat is for web chat and texts.
3. Write your Greeting. It can be up to 280 characters.
4. Pick a Tone: Friendly and warm, Short and direct or Professional.
5. Select Save at the bottom of that section.

If you leave the Voice greeting and tone blank, phone calls use your Chat settings. To go back to that later, select Use chat’s.

What you cannot change

There is no setting to pick a different speaking voice. You control the name, the greeting and the tone.

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