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Overview

The Agent Preferences page lets you control how your AI assistant interacts with people. You can customize everything from how appointments are scheduled to what tone your assistant uses. Below is a guide to each configurable field:

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What is the Call to Action?

Choose what your assistant should aim to accomplish in the conversation:
  • Schedule an Appointment: Your assistant will guide the customer through a set of questions and then attempt to book an appointment.
  • Other: Define a custom action, such as:
    • “Send the customer to this form: xyz”
    • “Have them visit this website to learn more: xyz”

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How Will People Schedule With You?

Choose how your assistant should handle scheduling:
  • Ask for Availability: Your assistant will collect the customer’s preferred times. You’ll need to follow up manually to confirm the appointment.
  • Provide a Calendar Link: Paste a link (e.g. Calendly, Square, etc.), and your assistant will share the link with users to book directly.
Your assistant will use this to confirm that the customer is within your service zone. Leave this blank if your service is location-agnostic.

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What Questions Should Your Assistant Ask to Qualify Leads?

Enter the specific questions you’d like your assistant to ask in all conversations. These can be conditional. Example:
If they’re buying a house, ask for their budget. You can also instruct your assistant not to ask any questions. Example:
You don’t need to ask any questions. Just answer theirs and be helpful. Add any useful links (e.g., photo galleries, service pages, testimonials). These will:
  • Be available in the chatbot
  • Be shared automatically when customers ask for them
  • Be offered via text after phone calls if discussed on the call

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Advanced Options

Advanced configuration setting guidance is available here and can be explored as needed.
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