The Agent tab holds who your agent is and what it says at the start and end of a call. Change it when your greeting names the wrong business, or you want a different manner.
- Open Agent in the sidebar. The first tab is also called Agent.
- Under Who answers, edit Agent name and choose a Tone: Warm, Professional, Concise or Friendly.
- Under What it says, edit the Greeting and the Closing. The closing is what the agent says as it ends a call.
- Check What callers hear on the right. It shows the opening and closing in order, with your edits.
- Press Save agent.
How the opening works
The agent answers in one breath, with who it is and then your greeting, and then it listens. The caller is heard from the first word of the greeting: a “hello?” over it is answered, and an “uh-huh” does not cut it short. If you have turned on the AI and recording notice, it is spoken first; see tell callers it is an AI.
Tips
- Keep the greeting to one sentence. Every caller hears it every time.
- Use the same business name callers see on your signs and listings.
- Do not put prices or hours in the greeting. Put them under services and opening hours, where the agent keeps them current.
Preview before you publish
Before the first publish, a Hear it now panel sits under the form. After you are live, use Test call at the top of the page. Saved edits reach callers within about a minute.
Does the name or greeting apply on the phone and on my website?
Yes. The same agent answers in both places. The heading under Who answers says so: on the phone and on your website.
I saved a bad greeting. Can I go back?
If you saved a version first, yes. See restore an earlier version. Otherwise, edit the greeting again and save.