Welcome to the world of Charlie AI —your 24/7, always-charming AI Receptionist! This guide provides best practices and tips to help you fine-tune how Charlie handles your front desk.
✨ When You Need This Guide
You want to know how to provide feedback on specific calls Charlie handles.
You need to quickly turn Charlie AI on or off using dial codes.
What This Covers (And What It Doesn't)
✅ This article covers: Tips for managing Charlie AI.
❌ This article does not cover: Day-to-day management tasks like handling intake forms, responding to reviews, or editing campaign settings, which must still be done in the ALOHA or Review Wave platforms.
Prerequisites/You'll Need
Access to the ALOHA app at app.getaloha.com.
Daily Management Best Practices
Even though Charlie works automatically, a few minutes of daily check-ins keep everything running smoothly.
Review the Call Log: Check overnight calls and messages. Note any calls that need follow-up. Your call log is found under the Reports tab.
You can filter the Source to Charlie AI if you have both Charlie and Aloha Voice.
Listen to Voicemails
If you have Aloha Voice, you will find your voicemails in app.getaloha.com under Phones > Voicemail Logs.
If you do not have Aloha Voice, you will find your voicemails in app.reviewwave.com under Mission Control > Answering Service/WebChat.
Stay Connected: Check the Conversations page to respond to text responses.
Giving Feedback to Improve Charlie AI
Your feedback helps us make Charlie AI even better.
Click on any specific call in your Call Log.
Select "Share Feedback".
Choose
(good job) or 
(needs work).Add specific comments about what worked or what could improve.
Click Submit 🚀
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
I don't know how to start Charlie AI. | Charlie AI starts when your phone line is forwarded to its unique number. | Dial *72 + Charlie’s Number to forward all calls immediately, or Dial *71 + Charlie’s Number to forward calls after several rings. Click Here for the Charlie Set-up Guide. |
I need to turn Charlie AI off for a while. | You need to turn off the call forwarding on your office line. | Dial *73 to turn off call forwarding and have Charlie AI take a break. |
I can't find where to listen to recorded calls. | Call recordings and logs are stored in a specific area of the app. | You can listen to recorded calls in the Call Log section of the app. |
🎉 You'll Know It's Working When
Patients can reach your practice 24/7, even after hours.
Call recordings show professional, consistent interactions.
You spend less time managing front desk calls.
Callers mention positive phone experiences.
💬 Need Help? We're Here!
If you have questions during the use of Charlie AI, our support team is ready to help.
Contact us at 800-563-0469 or support@getaloha.com. You can also use the chat bubble on the ALOHA website.