• Business name
• Industry
• Business Type
• Address
• Phone number
• Website
• Description - this is most likely the “about us” section of your company's website
• Operating hours including your timezone

1. AI Assistant Name: Enter the name of your Receptionist (e.g., MainReceptionist, SupportReceptionist, etc.).
2. Voice: Select and preview the available voice options to choose the preferred voice style.
3. Personality: Choose the tone the receptionist will use when responding — Formal, Friendly, or Casual.
4. Welcome Message: This is the initial greeting callers will hear when they reach your AI Receptionist. For AI to improve your welcome message, select the icon and select “Improve.” 

This is where you will provide business information so that your AI Receptionist can answer common questions such as hours of operation, location, products, services, and more.

1. Choose either Website Reference or Upload FAQ Document
   • You may provide a website URL for the AI to learn from, or upload a supported file (PDF, DOC, TXT) containing your business information.
   • After selecting a source, click “Generate Knowledge.” The AI will analyze the provided content and create a knowledge template, which will populate the Manual Entry field. 
   • To further improve the information, select the icon next to the Manual Entry section and the AI will improve the clarity and readability of the FAQs while maintaining accuracy and keeping answers concise.
   • NOTE: If you make any updates to your website, you will need to return to the Agent Knowledge section again and select “Generate Knowledge” for CAIRO to re-scan your website.
2. Manual Entry
   • If a knowledge template is generated, you may edit, expand, or replace the content as needed.
   • You can also manually edit this field or paste additional information for the AI to reference when responding to callers.
   • To further improve the information, select the icon next to the Manual Entry section and the AI will improve the clarity and readability of the FAQs while maintaining accuracy and keeping answers concise.
   • Click “Save” or “Next” once your knowledge settings are complete.

Configure how your AI Receptionist routes incoming calls to the right departments and team members. Set up routing rules based on caller requests to ensure every call reaches the appropriate person or team.

1. AI Receptionist Number:
   • Select an available phone number to serve as the pilot number for this AI Receptionist. 
   • Note: The number must appear in the Crexendo Number Inventory and be marked as “Available.”
   • Note: Your AI Receptionist will NOT have its own extension, but the DID you assign it to will allow you to route calls to it. This pilot number can also be used within Crexendo Auto Attendant configurations and Inventory Time of Day Routing by using the pilot number destinations for the Option selections.
2. Text Message Number (Optional):
   • Select an SMS-enabled number to be used for real-time notifications within the Integrations section.
   • Pre-Requisite: SMS numbers must be configured in the VIP SMS Inventory tab and assigned to a user in order to appear in the dropdown list.
3. Call Routing:
   • Queues and Auto Attendants:
     • Enable the appropriate queues and auto attendants, then enter routing phrases the AI will use to recognize caller requests and direct calls accordingly - for example:
       • "Transfer me to Billing"
       • "I need Technical Support"
       • "Speak to a representative"
   • Individuals: Enable the users you want the AI Receptionist to include as routing destinations.
   • Default Routing: If no routing match is identified based on caller intent, the AI will route the call to the default destination you select.

Click Save to finalize the routing configuration.

• Appointment Booking (Optional): Allows you to link a Google or Outlook calendar so the AI Receptionist can schedule appointments on your behalf.
  • Select either option which will open a pop-up window to login to the calendar.
  • Once you have logged in to your calendar, it will show in the Appointment Booking Section as a “Connected account.” 
• Real-Time Notifications (Optional): The AI Receptionist can send SMS alerts to your designated number when specific keywords are mentioned during a caller interaction.
  • If you added an SMS number in the call routing section, it will appear here as the number you will receive messages from.
  • Enter the phone number where you want to receive the alerts in the blank provided. You can only enter one number here. If you are using the VIP Mobile App, you can configure multiple users to share this number by contact Crexendo Support.
  • Enter the key words you would like to be notified of. To further improve the keywords, select the icon next to the Keywords blank to allow AI to create variations of these keywords that capture different ways people might say the same thing, including casual and formal versions.
• Whisper Intelligence: Provides a summarized briefing of the caller’s conversation when the call is transferred to a human agent.

Click “Save” or “Next” to finalize the routing configuration.