Guides/Help Center/Plus: AI receptionist

Fill out your knowledge base

PlanPlus
Time30 minutes
Who does itYou, then we build it
Short answer

The knowledge base is everything the agent knows about your business: services, prices, service area, hours, booking rules, and what you don't do. The more specific it is, the more calls end in a booking instead of a message. Load it into your RiverX account yourself or send it to our team.

What you can customize

The agent's name, voice, and tone; the greeting; the questions it asks every caller; what it does at the end of a call (book, transfer, take a message, or schedule a callback).

The template

Copy thisBusiness name: Greeting (what the agent says first): Hours: Service area (cities or zip codes): Areas we do not serve: Services we offer (one per line, with a price range if we quote by phone): Services we do not offer: What to ask every caller: Booking rules (appointment length, travel buffer, how far ahead, days we do not book): What counts as an emergency: Who gets emergency calls (name and cell, plus a backup): Common questions and our answers: Anything the agent should never say or promise:

Write it the way you'd train a new hire

Vague"We do AC repair." Specific: "We repair all central AC brands. Diagnostic visit is $89, applied to the repair if they go ahead."
Vague"We serve Bakersfield." Specific: "We serve Bakersfield, Oildale, and Shafter. We do not go to Tehachapi."
Vague"Book appointments." Specific: "Book 2 hour windows, 8 AM to 4 PM weekdays, no more than 10 days out."

Where it goes

Load it into your RiverX account, or send it to our team and we load it for you. Your intake form already covers your greeting, common questions, and anything to avoid, so start there.

Need a hand?

Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.

Not a RiverX customer yet?

Next in Plus: AI receptionistSet up emergency transfers
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