Kate- AI Receptionist: Step 2 -Setup AI instructions and other settings

Steps to Configure AI Instructions

• Go to AI Receptionist setup - Dashboard tab
• Once you have enabled Virtual Number, you are ready to configure AI instructions. 
• For that, click 'Configure AI Instructions'. 

• You are redirected to AI Instructions tab.

Enter all the instructions exactly how you would like Kate, AI Receptionist to convey to your customers on call.

• First, enter your Business Name in Welcome Message text field.
• Then, choose a Services template from the template dropdown.
• You can adjust (edit, modify, add or delete) the text in any template you pick.

• Suppose you have selected 'Pressure Washing' template, all the relevant sample services show up. 
• Click in the text field to edit, click 'delete' icon to delete or click 'Add new line' to add service with details and pricing.

• Next, Enter Service Areas for AI to know where you provide service so that, it can talk to your customers accordingly.
• Enter your Business Information, Deals and Promotions if you are offering.
• Enter a couple of questions for AI to ask your customers - Example: If the service inquiry is for 'Floor Cleaning", AI might ask "Do we have to move the furniture?" and so on. You can add multiple questions by clicking - 'Add New Line'
• Also mention if you provide Consultation, Estimates and Quotes.
• Click 'Save' to save the changes.

Kate, the AI Receptionist, follows specific AI instructions when interacting with customers. Therefore, these instructions must be clear and accurate.

Steps to enable/disable AI Receptionist

• Go to the next tab- Settings.
• Enable the AI Receptionist by selecting 'Active' from the Status dropdown. (If you select 'Inactive', AI Receptionist will be inactivated till you select 'Active' again)
• Disable for Time Interval: Select the time range when you do not wish AI Receptionist to receive the calls. For Example: I do not wish to receive calls between 12:00 am to 6:00am. I can disable during that timing.
• Click 'Save'.

Block unwanted numbers

• Go to the next tab- Blocked List.
• Here, you can add those number which you would like to block. You can do it by clicking '+Add Number'.

• Add Number to be blocked in the 'Number' text field and click 'Save'.

Also refer: Kate - AI Receptionist: Steps to Enable the Add-on : Markate Academy and Kate- AI Receptionist: Track Leads and Call Logs : Markate Academy