Extremely simple AI receptionist

[tdxvoice]

I've been playing with the AI features a bit, as I've had a customer request an "AI" receptionist feature. For them, this simply means answering the call with a script and asking the caller who they want to be transferred to, confirming the name, then transferring the call.

I have not had time to really dig in to figure this out on my own. Can anyone point me in the proper direction for the AI feature to set this up? They don't want skills based routing or any other functions in the AI receptionist at the moment...just transfer by name.

 

[N_G]

Thats exactly what our AI receptionist does. Have you tried it?

 

[nikolascx]

@tdxvoice
What you’re describing is exactly the default ultra basic behavior of the AI Receptionist. The one you do when you go to AI and just press Add + Name + OK to save.

If you create a new AI Receptionist and go through the basic setup (Integrations → AI → Add Agent Receptionist → Firstname + Department →Save ), it will answer the call, ask who the caller wants to reach, confirm the name, and transfer the call accordingly – without using skills-based routing or additional logic.

It cannot get easier than this.

 

[Alphabetic]

I've been playing with the AI features a bit, as I've had a customer request an "AI" receptionist feature. For them, this simply means answering the call with a script and asking the caller who they want to be transferred to, confirming the name, then transferring the call.

I have not had time to really dig in to figure this out on my own. Can anyone point me in the proper direction for the AI feature to set this up? They don't want skills based routing or any other functions in the AI receptionist at the moment...just transfer by name.

I can point you in the proper direction.

Go to Settings > Integrations > AI and press "Help" from the top right.