Manage skills for an AI Receptionist
Last updated: 2026-05-15
An AI Receptionist's behaviour is split into individual skills that you switch on or off independently. This page lists every skill and how to configure it.
Supported skills
| Skill | What it does |
|---|---|
| Greeting | Plays a fixed or time-based greeting when the receptionist picks up. If disabled, the receptionist waits for the caller to speak first. |
| Knowledge base | Looks up assigned knowledge entries to answer caller questions. |
| Dial by name | Lets callers ask for someone by name and connects them to the matching extension. |
| Intent-based transfer | Routes calls to a department, extension, or queue based on what the caller is asking for. |
| Voicemail handoff | Offers to take a message when the requested party is unavailable. |
| Language detection | Switches to the caller's language when it isn't the default. |
Open the Skills tab
- 1
Open the receptionist
Go to AI → AI Receptionist and click the receptionist you want to edit.
- 2
Switch to the Skills tab
Each skill has a master toggle and, where relevant, its own settings panel.
Configure greetings
Switch greeting from Fixed to Time-based if you want different openers for business hours, after-hours, and holidays. Time-based greetings pull schedules from Call Control → Business Hours and Holidays.
Configure intent-based transfer
Add one row per destination. For each row:
- Destination — extension, ring group, queue, or another AI Receptionist.
- Keywords or examples — short phrases that describe what callers might say ("billing question", "talk to sales", "I have a complaint"). You don't need to list every variation; the AI generalises.
- Confirm before transfer — when on, the receptionist repeats the destination back to the caller before connecting.
Configure dial-by-name
Dial-by-name searches against the names on every active extension. To exclude an extension from the search results, switch off Available in dial-by-name on the extension's profile.