How to edit your Bookipi AI Receptionist

If you need to update your AI receptionist and improve the accuracy of its responses, simply follow the steps below.

Click ‘Receptionist’ from the left panel of your dashboard.

Click ‘Edit’ on the far-right side of your AI Receptionist’s name.

Select the section you want to edit.

Alternatively, you can click ‘Edit with AI’ in the receptionist editor to chat with the AI and get help updating your receptionist’s information.

In the Persona section, you can personalize your receptionist by assigning a name and choosing your preferred voice and tone.

Click ‘Next’ to proceed to the next section.

In the Knowledge section, you can update the information your receptionist uses to provide accurate responses during customer calls.

You can also click ‘Add’ in the Knowledge Setup area above the tabs to provide a website link or upload documents, allowing the AI to automatically populate your receptionist’s knowledge base.

The ‘Information’ tab includes your business name, description, industry, and business hours.

The ‘FAQ’ tab lets you add frequently asked questions to help your receptionist provide more accurate answers.

The ‘Conversation’ tab allows you to customize callback names, greetings, and fallback responses for questions your receptionist cannot answer.

Click ‘Next’ to continue.

In the Actions section, you can configure how your receptionist handles calls.

The ‘General’ tab allows you to enable scheduling, which automatically adds appointments to your Bookipi Scheduler.

The ‘Data Collection’ tab lets you define the information you want to collect from customers during calls.

Click ‘Save and test’ to test your receptionist.

Then, click ‘Call’ to begin a test conversation with your AI Receptionist.

To make additional changes, use the back arrow in the upper-left corner to return to the editing page and update your information.

When you are ready, click ‘Publish’ in the top-right corner of the page to launch your AI receptionist.

A: While there's no delete option, you can unpublish your AI Receptionist, update the information, and then publish it again with the new details.

A: From the editing page, head to the Test section and click ‘Call’ to start a simulated conversation with your AI Receptionist and see how your updates are working. Once you're satisfied with the results, click ‘Publish’ to apply the changes.

A: Yes, just make sure to click 'Publish' to apply and launch any changes you've made.

A: That’s expected. AI responses can vary slightly each time, but the overall meaning should remain consistent. If you notice conflicting answers, please review the information provided. If issues persist, please reach out to us at support@bookipi.com so we can help.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.