Overview
Inbound Receptionist configures the selected client's AI phone receptionist, including its voice behavior, connected number, training files, and call history with recordings and transcripts.
How to use this page
Select the client and review status
Choose the client in the top-right Client Switcher. The page shows the receptionist status, connected number, total calls, calls from the last seven days, and average duration.
Set the receptionist behavior
In Agent settings, choose Answer calls and Record calls as needed, then set the agent name, company name, voice, greeting, and prompt. Select Save when the settings are ready.
Connect the phone number
Staff can enter a Twilio number and select Connect number. Connecting points the number's voice webhook at the receptionist. Select Disconnect to remove the current number. Clients should ask their SalesHive team to change the number.
Add training files
Add a named file or upload a .txt or .md file with services, hours, people, pricing, and FAQs. Open a file to edit it, select Save file, or use its delete control to remove it. Each saved file is included in the receptionist's facts.
Review calls
The Calls section lists recent inbound calls with time, caller, duration, and status. Use Refresh for the latest data, play a recording when one exists, and select Transcript to show or hide the stored transcript.
What the buttons do
- Answer calls
- Enables or disables the receptionist for the selected client.
- Record calls
- Controls whether receptionist calls are recorded when supported.
- Save
- Saves the receptionist name, company, voice, greeting, prompt, and call toggles.
- Connect number
- Points the entered Twilio number's voice webhook at the receptionist.
- Disconnect
- Removes the current phone-number connection after confirmation.
- Add
- Creates a named training file.
- Upload .txt / .md
- Uploads a text or Markdown training file.
- Save file
- Saves edits to an open training file.
- Refresh
- Reloads the receptionist call log.
- Transcript
- Shows or hides a call's stored transcript when one is available.
- Manage models
- Staff link to the CRM model settings for the managed live voice runtime.