Overview
Receptionist configures the selected client's inbound phone agent, greeting, prompt, training files, number, recordings, and transcripts. Employees can also see the centrally managed live voice runtime and open Model Management from this page.
How to use this page
Open the Receptionist page
Go to Platform > Marketing > Receptionist and confirm the selected client. The status band shows Off, No number, or Live, plus the number and call totals.
Review the managed runtime
Employees can review the conversation and voice model, speech recognition, reasoning, speaking pace, and effective default or client-specific voice. Select Manage models to open the privileged central controls.
Configure the client's agent
Set Answer calls, Record calls, agent name, company name, voice, greeting, and prompt. A saved client voice overrides the central default only for this client.
Connect a phone number
Employees can connect or disconnect the Twilio number. Clients see the connected number without those management controls.
Add knowledge and review calls
Create or upload text and markdown training files, then review inbound call status, recording, and transcript in the Calls section.
What the buttons do
- Manage models
- Employee-only link to the central receptionist model, reasoning, voice, and pace controls.
- Voice
- Chooses the client-specific receptionist voice from the centrally supported voice list.
- Answer calls
- Enables or pauses inbound answering without removing configuration.
- Connect number / Disconnect
- Employee controls for the selected client's Twilio number.
- Transcript / Hide transcript
- Expands or collapses a call transcript.