Upfirst

Your Upfirst agent is powerful, but small setup choices make a big difference in how “smart” and natural it feels.

Tips for writing instructions and customizing your agent

Learn how to use warm transfers so your receptionist briefs you before connecting a call.

How to set up warm transfers

How to use your Knowledge Base

Learn how to customize the information that your virtual receptionist collects from callers

How to use the "ask questions" feature

How to use the "send texts" feature

How to set up call transfers with Upfirst

Get instant call summaries delivered straight to your phone and email after each conversation

Set up email and text notifications

Learn how to create and use call tags in Upfirst so you can easily filter through different types of calls and gain insights on the types of calls you receive.

How to create and use call tags for easier filtering and insights

Your receptionist remembers callers across conversations. Learn how to view, add to, and manage contact memory.

How your AI receptionist remembers information about callers

View, edit, export, and organize the contacts your AI receptionist creates from incoming calls.

How to manage your contacts

Alfredo Salkeld

Nick Lau

Gene Sigalov

Getting started

Find answers and get help from Intercom Support and Community Experts

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