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How to choose what your receptionist knows

Give your receptionist the facts it answers callers from, with your Business Profile, your website, documents and notes, and check what it would say.

The receptionist only tells callers what it's been told. Ask it something it doesn't know and it says so, and offers to take a message. It learns about your business from four places: your Business Profile, your website, documents and notes you add, and anything extra you type in its settings.

See what it knows

  1. Click your initial at the top right and choose Settings.

  2. Click Business profile.

  3. At the bottom, click What your receptionist knows.

You can also get there from the receptionist's Settings tab, under What it knows.

The page has Your website, From your Business Profile and Documents and notes, each showing whether it's Ready, still Reading…, or Couldn't read it.

Let it read your website

  1. Under Your website, type your website's address.

  2. Click Read my website.

It reads up to 50 pages, such as your services, areas, prices and FAQs, and reads them again every week. It takes a minute or two. Click Show the pages to see which ones it read, or Read it again after you've changed your site.

Add a document or a note

  • Click Add a document to add a price list, brochure or anything else callers ask about. Use a PDF, Word document or text file under 15 MB. It knows what's in it in a minute or so.

  • Click Add a note for something short, like "We don't do flat roofs". Give it a Title (optional), type What it should know, and click Add note. It knows it in a few seconds.

To take one away, click the bin next to it and click Remove.

Check what it would say

Under Ask it a question, type what a caller might ask, like "Do you do loft conversions?", and click Ask. It shows what it would answer from, and where each part came from, marked Close match, Some match or Weak match. If nothing matches well, it would say it doesn't know and offer to take a message.

Choose where its business details come from

  1. Click Receptionist in the sidebar, then the Settings tab.

  2. Click What it knows.

With Use my Business Profile on, its business name, opening hours, service area and what it knows about your work come from your Business Profile, so you keep them up to date in one place. Click Edit to change them there. See How to fill in your business profile.

Below that:

  • Name you answer the phone as (optional): what it says when it picks up, like "Good morning, Smith Builders". Leave it blank and it says your business name without "Ltd" or anything in brackets.

  • Anything else the receptionist should know: facts on top of your Business Profile.

Click Save. These two need publishing before callers hear them. See How to put your receptionist live, pause it and publish changes.

If you turn Use my Business Profile off, you type its Business name, What it can tell callers, Opening hours and Service area here instead.

Do I need to publish when I add something?

Not for your Business Profile, your website, documents or notes. The next call knows them. Only the fields on the receptionist's own Settings tab need publishing.

Why did it say it didn't know something?

It isn't in any of the places above, or it's written in a way that doesn't match the question. Ask it the same question under Ask it a question to see what it found, then add a note or a FAQ to your Business Profile with the answer.

Why does it say Couldn't read it?

The page says why next to it. For your website, try Read it again. For a document, put the facts in a note instead.

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