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Client Portal

Managing Your AI Receptionist

Configure your business AI receptionist — the front desk for all incoming calls.

What Is the AI Receptionist?

The AI Receptionist is your business front desk agent. It answers all inbound calls to your business number, greets callers, answers questions, books appointments, and routes calls to team members.

Receptionist List

The AI Receptionist tab shows all your receptionist agents. Each entry displays the agent name, owner, phone number (DID), and action buttons.

Editing Your Receptionist

Click "Edit" to open the full agent configuration. See the Agent Configuration article for details on all available settings.

Testing

Use the "Call Agent" button to make a test call, or "Chat" to open a test chat conversation with your receptionist.

Phone Number

Your receptionist inbound phone number (DID) is displayed on the agent card. This is the number callers dial to reach your business.

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