Your AI receptionist answers your calls, gives callers information from your documents and transfers them to the right adviser. Here are the steps, one by one. The AI receptionist is included from Starter, and importing your number from Pro.

The steps

1. Create an inbound phone agent

In your Starleads workspace, create an agent on the phone channel, inbound: it answers calls. The guide to create your first agent goes through each screen.

2. Write the greeting and the rules

In the “Prompt” tab:

  • the first message: what Léa says when she picks up, for example “Hello, Maison Delorme, I’m Léa, the AI assistant. How can I help you?”;
  • the prompt: your opening hours, the usual requests, the questions to ask, and the cases where Léa transfers the call.

Also choose her voice and her language.

3. Add your documents

Import your opening hours, prices and frequently asked questions into the knowledge base, then link them to the agent. When the answer isn’t in your documents, you decide in the prompt whether Léa takes a message or transfers the call.

4. Switch on call transfer

In the agent settings, switch on call transfer. In the prompt, write which number to transfer to, and in which cases: an emergency, an existing customer, a technical question.

5. Choose the categories and the details to record

In the “Reporting” tab, create your tags. These are the labels that classify each call: “Quote request”, “Emergency”, “Call back”. Add the details Léa records: the caller’s name and the reason for the call.

6. Test your receptionist

In the test area, click “Test call”, choose the country and enter your number: Léa calls you. Try your most common calls, then correct the prompt if needed.

7. Send your calls to Léa

Keep your number. Set up call forwarding from your current line, all the time or only when nobody picks up. You can also import your SIP line (internet telephony), from Pro.

8. Follow your calls

Each call arrives in your workspace, summarised and sorted by tag. Your call dashboard is included in every plan.

With the Pro plan

From Pro, Léa can also book an appointment in your calendar, and a workflow can send a confirmation SMS.

To go further: the AI receptionist, the AI answering service and the help article to create your first agent.