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

Set up call fields and contact fields so the receptionist extracts the info you care about from every call.

How to use custom fields

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

How to set up warm transfers

Add information and instructions to your Training section so the receptionist handles calls exactly the way you want.

How to use Training

The Ask Questions feature was replaced. Use Training to tell the receptionist what to ask, and Custom fields to extract answers from each call.

What happened to 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

How to set up hours of operation with time-based knowledge

Setting up hours of operation with time-based knowledge

Set up multiple transfer destinations so Upfirst rings backup numbers if the first person doesn't answer.

How to add fallback numbers to a call transfer

Nick Lau

Gene Sigalov

Alfredo Salkeld

Getting started

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