Help Center

The AI receptionist now asks callers if they're an individual or a company

1 min read

During a call, the AI receptionist now asks whether the caller is an individual or a company, and collects the business name when needed.

Steps

  1. The AI receptionist answers an inbound call as usual.
  2. It asks the caller whether they're an Individual or a Company.
  3. If the caller says Company, it also asks for the Business Name.

Result / verify

The captured customer type (and business name, if applicable) appears on the customer record created from the call.