Training is where you add information and instructions to make your virtual receptionist work exactly the way you want. Think of it as training your perfect front desk staff.
Start watching the video below:
By default, your virtual receptionist will:
Professionally greet callers
Collect name, email, phone number, and the reason for the call
By adding to your training, you can customize this behavior.
Adding custom instructions
You can enhance your virtual receptionist's behavior by adding specific instructions or answers to common questions. Here are some common examples:
Lead collection: "After collecting basic contact information, ask callers about their expected budget and preferred callback time."
Meeting scheduling: "When someone wants to schedule a meeting, ask them for a few potential times and dates, and their timezone."
Answer questions: "When someone asks about our return policy, let them know they have 30 days to return unused items and collect their order number."
Adding company information
The Training section is perfect for adding frequently requested information such as:
Pricing and packages
Office hours and locations
Service areas
Product specifications
Company policies
Handling unknown questions
Your virtual receptionist is trained to stick to its training. If a caller asks about something that isn't in your training, your receptionist will:
Offer to connect the caller with someone who can help
Collect the caller's information for follow-up
Best practices
Start simple: Begin with adding your most frequently asked questions
Be specific: Write clear instructions for how you want calls handled
Update regularly: Keep your training current with your latest information
Test different approaches: Try different instructions to find what works best for your business
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