Assistants
Greeting, voice, instructions, office hours, transfers, surveys and tests.
- Your assistants: overview and setup checklistSee your phone, WhatsApp and ticket assistants in one place, open their settings and finish setup with the checklist.
- Set your assistant's greeting and voiceChoose the voice your phone assistant speaks with and write the welcome and out-of-hours messages callers hear first.
- Write instructions for your assistantUse the Behavior tab to set your assistant's role, tone and rules. Practical tips and good vs. bad example instructions.
- Set your office hoursSet the days and times your team is available. Outside office hours the assistant always answers, and offers a ticket instead of a transfer.
- Who answers calls first: your team or the assistantChoose whether calls ring your team first, with the assistant as backup, or the assistant answers right away and transfers on request.
- Transfer calls to your teamAdd your team's phone number so the assistant can pass calls to a person during office hours, and see what happens if nobody answers.
- Set up a satisfaction survey for callsCreate a short survey the assistant asks at the end of each call, with open, multiple-choice and conditional questions.
- Let the assistant open support ticketsConnect ticket creation so your phone assistant can open support tickets by email or in HostBill when it can't solve a call.
- Test your assistantCall your phone assistant from the browser with Test Agent, or open a WhatsApp chat with it, to check your changes before customers do.
Still need help?
Our team in Costa Rica answers in English and Spanish. Write to us, or sign in to your dashboard.