Knowledge Base
Inside this knowledge base you will find clear, step by step guides to help you customize and optimize your AI receptionist whenever you need it.
Before submitting a ticket, try searching the Knowledge Base. Most configuration questions can be resolved in under five minutes.
Use what applies to you. Ignore what does not.
If you cannot find the answer in the tutorials below, please email our team at [email protected]. Include your business name and a short description of the issue for faster assistance.
Account & System Basics
Your Account Settings
This tutorial explains how to manage billing, profile information, and security preferences. You will update credentials and account details as needed. Proper account management ensures smooth operation.
Notifications Settings
Notifications are important to keep your business going. This guide walks you through customizing alerts and system notifications. You will select how and when you receive updates. Proper notification settings keep you informed without overload.
Reserve a Standalone Number
Phones are a business' life blood. This tutorial explains how to acquire and configure a dedicated phone number. You will learn the benefits of separating business lines. A standalone number improves tracking and control.
Blocked Numbers
This guide shows you how to block unwanted or spam callers from reaching your system. You will learn how to add and manage restricted numbers. Blocking improves call quality and reduces unnecessary interruptions.
Call Logs
This tutorial walks you through accessing and interpreting your call logs. You will see how to review call duration, outcomes, and caller details. Call logs provide transparency into system performance.
Viewing Intake Form Logs
This guide shows you how to review submitted intake forms. You will access stored responses and caller details. Intake logs provide structured lead information.
How to Access and Download Text Logs
This tutorial explains how to view and export text message logs from your system. You will learn how to filter conversations and download records. This is useful for compliance and internal review.
How to Control Your Maximum Call Duration
This guide walks you through setting limits on call length. You will configure time thresholds to manage costs and efficiency. Duration controls help maintain predictable system usage.
How to Temporarily Disable Your Receptionist Tutorial
This guide shows you how to pause your AI receptionist when needed. You will learn how to disable and re enable the system quickly. This is useful during maintenance or special circumstances.
AI Configuration & Training
AI Model
This overview explains the different AI model options available within your system. You will learn how model selection impacts response quality, speed, and conversational depth. Choosing the right model helps align performance with your business needs.
AI Consistency Tutorial
This tutorial explains how to maintain consistent responses and behavior from your AI receptionist. You will learn how prompts, rules, and reinforcement settings influence outcomes. Proper configuration ensures reliable call handling across all interactions.
Speaking Style AI Prompt
This guide walks you through customizing your AI’s tone and communication style. You will adjust language formality and personality. Speaking style alignment strengthens brand consistency.
How to Train Your AI with Pronunciation Guides
This tutorial explains how to teach your AI proper pronunciation for names and terminology. You will input phonetic adjustments to improve clarity. This ensures more natural sounding conversations.
Configuring your AI for Information Collection
This guide explains how to customize your AI to gather specific details from callers. You will define required fields and conversational prompts. Structured data collection improves lead quality and CRM accuracy.
Setting up your Common Questions FAQs
This guide explains how to program frequently asked questions into your AI. You will create structured responses for common inquiries. FAQs improve efficiency and caller satisfaction.
How to Use Call Memory
This guide walks you through enabling and managing call memory features. You will learn how the system references previous interactions. Call memory improves personalization and caller experience.
Setting Up Multi Language Support
This tutorial walks you through enabling multiple language options. You will configure prompts and language detection settings. Multi language support expands accessibility.
Voice Library
This tutorial explains how to browse and select voice options for your AI. You will preview available tones and accents. Choosing the right voice enhances caller experience.
Call Handling & Workflows
Setting Up Call Forwarding
This tutorial shows you how to forward calls to your AI receptionist. You will configure routing from your existing business number. Forwarding ensures no call goes unanswered.
Setting Up Call Transfer Workflows
This guide explains how to transfer calls to team members when necessary. You will configure rules and routing logic. Transfer workflows maintain human backup when needed.
Auto Hangup After Interaction
This tutorial explains how to automatically end calls once the conversation is complete. You will configure timing and trigger conditions for clean call termination. This prevents awkward pauses and improves caller experience.
Allow Call Recordings
This guide shows you how to enable call recording for quality control and training purposes. You will learn where to activate recordings and how to access saved files. Recording calls helps you review performance and improve workflows.
Allow Voicemails
This tutorial walks you through enabling voicemail functionality when calls cannot be completed live. You will configure voicemail prompts and storage settings. This ensures no opportunity is lost after hours or during overflow.
Robo Call Detection
This guide explains how automated spam detection works within your system. You will configure sensitivity and filtering settings. Robo call protection preserves system efficiency.
SMS Fallback for Voice Recognition
This tutorial explains how the system switches to text when voice clarity fails. You will configure fallback triggers and messaging. SMS fallback ensures conversations continue smoothly.
Extension Digits Tutorial
This tutorial walks you through setting up extension digits for call routing. You will learn how callers can select departments or services using keypad input. Extensions improve organization and caller navigation.
Setting up Time Controls Tutorial
This tutorial shows you how to define business hours and availability windows. You will configure time based call behavior. Time controls ensure appropriate responses after hours.
Calendar & Scheduling
Adding cal.com API to the Calendar
This guide walks you through connecting your cal.com account to your AI receptionist for automated scheduling. You will learn where to locate your API key and how to securely connect it inside your system. Once completed, your receptionist will be able to book appointments directly into your calendar.
Finding the Calendar API
This guide shows you exactly where to locate your calendar API credentials. You will learn how to retrieve and securely store your integration keys. Proper API access ensures seamless scheduling.
API Integration Knowledge Base
This guide provides an overview of connecting external tools using API integrations. You will learn how APIs allow systems to communicate and share data securely. Proper integration expands the capabilities of your AI receptionist.
Integrating with Your Google Voice Phone Number
This guide shows you how to connect your Google Voice number to your AI system. You will configure forwarding and routing settings. This allows you to keep your existing number while upgrading functionality.
CRM & Automation
How to Manage Your CRM
This tutorial explains how your CRM stores and organizes caller data. You will learn how to update records and track interactions. Effective CRM management improves follow up and conversions.
Connecting a Zap
This tutorial shows you how to connect your system to Zapier using a simple integration process. You will learn how triggers and actions automate repetitive tasks. Zaps allow you to streamline operations without manual effort.
Connecting Your Receptionist to Zapier
This guide explains how to link your AI receptionist directly to Zapier workflows. You will configure event triggers such as new calls or form submissions. This unlocks advanced automation across your tech stack.
Texting Workflows Tutorial
This tutorial explains how to automate outbound and follow up text messages. You will configure triggers and response sequences. Text workflows improve engagement and lead conversion.
Website Widget
This guide walks you through installing and configuring the website widget. You will embed the code and customize display settings. The widget allows visitors to interact directly with your system.
Landline Number SMS Prompt
This tutorial explains how SMS fallback works for landline numbers. You will configure prompts that guide callers to text when needed. This ensures communication continuity.
Analytics
How to Use the Analytics Dashboard
This tutorial explains how to interpret performance metrics within your dashboard. You will review call volume, outcomes, and trends. Analytics help you make informed optimization decisions.
System Expansion & Knowledge Management
Setting up the Knowledge Base Tutorial
This guide explains how to build and organize your internal knowledge base. You will learn how to upload resources and structure categories. A strong knowledge base reduces support requests.
If you cannot find the answer in the tutorials above, please email our team at [email protected]. Include your business name and a short description of the issue for faster assistance.
Copyright CallSentinelAI.com - All Rights Reserved.