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Services heard on calls

When callers ask for a service in words the AI couldn't match, Settings → Services shows them at the top: "N phrases callers used that matched nothing." Click Review, then Assign to a service… to add a phrase to that service's Caller phrases (click Save Changes), or Not a service to stop it being suggested. Phrases that share a word with a service are offered on that service instead, under "Heard on calls, matched nothing". Once saved, a caller who says that phrase gets that service booked. Test what the AI hears (the ⋮ button by the filters) shows what a phrase would book. Some services sound the same to the AI warns when a phrase would book the wrong service or can't be told apart.

Updated October 24, 20264 min read

The AI books from your list of services on Settings → Services. It already handles close matches, but callers use their own words: "my yearly", "deep cleaning", "the shot". This page covers the tools on the Services page (on a computer) that show you what callers said and what the AI will do with it. For everything else about services, see Manage appointment types.

Review phrases callers used

When callers asked for something the AI couldn't match, a bar appears at the top of Settings → Services:

3 phrases callers used that matched nothing. Each one is a call the AI could not route.

Click Review to open the list. Each phrase shows how often callers said it (for example 4×). For each one:

  • Assign to a service…: pick the service it means. The phrase is added to that service's Caller phrases.
  • Not a service: removes it from the list for good.

Click Save Changes in the bar at the bottom to keep the phrases you assigned. Not a service takes effect right away.

Phrases offered on a service

A heard phrase that shares a word with one of your services is offered on that service instead of in the top list. Open the service and look under Caller phrases for Heard on calls, matched nothing:. Click a phrase to add it, or the × next to it ("Not relevant, stop suggesting this"). Then click Save Changes.

Which phrases are collected

FrontDesk keeps the words a caller used for a service on calls where the AI couldn't find a match, had to ask which service they meant, or handed the call off. Up to 20 are shown, the most often heard first. To keep personal details out of the list, phrases with digits, a doctor's title with a name (such as "Dr. Lee"), a day or month, a name after "with", or more than six words are never shown here.

What assigning or dismissing does on later calls

  • Assigned and saved: the phrase becomes one of that service's caller phrases. On every later call, a caller who says it is matched to that service, and the AI books it without asking. The phrase also stops being suggested anywhere else on the page.
  • Not a service: the phrase is dropped from your suggestions and isn't suggested again, even if callers keep using it. Nothing changes on calls; the AI still asks the caller to describe what they need.

After saving, check a phrase with Test what the AI hears (below), or place a test call.

Test what the AI hears

Click the ⋮ button at the right end of the filter chips (All, Needs setup, No phrases, Virtual or either). Test what the AI hears opens. Type how a caller might ask, for example "video follow up" or "annual checkup", and the answer appears as you type:

AnswerMeaning
→ Books ServiceThe AI would book that service.
→ The AI would ask: question, with OptionsMore than one service fits, so the AI asks the caller which they meant.
→ No match. The AI would ask the caller to describe it.Nothing fits. Add the phrase to the right service under Caller phrases.

The tester uses the same matching as live calls, on your saved services, so click Save Changes before testing a change.

Fix services that sound the same

The Services page also warns you before a caller runs into a problem. The warnings reflect your saved services and update each time you save.

WarningWhat it meansWhat to do
Some services sound the same to the AI (red)A phrase on one service actually lands on another ("The AI would book the wrong service."), or matches two services equally ("The AI can't tell which you mean.").Change or remove the phrase, or rename one of the services.
In-person & virtual versions share the same spoken name (amber)Two versions of a visit sound identical, so the AI must ask "in person or video?" every time.Give the virtual one a distinct name, for example add "check-in" or "telehealth intake".
The AI asks “in person or video?” for these (green)When a caller says this phrase, the AI offers both versions and asks which they'd like.No action needed.

For how the AI handles in-person and video visits on a call, see How the AI handles callers.

Frequently asked questions

The AI didn't know what a caller meant by "deep cleaning". How do I teach it?
Open Settings → Services. If callers have used that phrase, it's in the list at the top ("phrases callers used that matched nothing") or on the closest service under "Heard on calls, matched nothing". Assign it to the right service, or open that service and add it under Caller phrases yourself. Click Save Changes. From the next call, a caller who says it gets that service.
What does assigning a heard phrase do?
It adds the phrase to that service's Caller phrases. After you click Save Changes, the AI matches callers who say that phrase to that service on every later call, and the phrase stops being suggested anywhere else.
What does Not a service do?
It removes the phrase from the suggestions straight away, with no Save needed, and it won't be suggested again even if callers keep saying it. Use it for things that aren't services, like a wrong number or something you don't offer. It doesn't change what the AI does on calls.
Which caller phrases does the Services page suggest?
Words callers used for a service on calls where the AI couldn't find a match, had to ask which service they meant, or handed the call off. Up to 20 are shown, the most often heard first, each with a count such as 3×. Phrases that might hold personal details (digits, a doctor's title with a name such as "Dr. Lee", a day or month, a name after "with", or more than six words) are never shown here.
How do I check what the AI will book when a caller says something?
On Settings → Services, click the ⋮ button at the right of the filter chips (Test what the AI hears) and type how a caller might ask, for example "video follow up". It answers "→ Books" with the service, "→ The AI would ask:" with the question and options, or "→ No match. The AI would ask the caller to describe it." It checks your saved services, so save changes first.
What does "Some services sound the same to the AI" mean?
A phrase on one service actually lands on another ("The AI would book the wrong service."), or matches two services equally ("The AI can't tell which you mean."). Change or remove the phrase, or rename one of the services, and click Save Changes. The warning updates after you save.
Why does the AI ask "in person or video?"
You offer the same service both in person and virtually, and the caller didn't say which. That's expected: the Services page lists these under "The AI asks “in person or video?” for these" with No action needed. If both versions have the same spoken name, an amber warning suggests giving the virtual one a distinct name so callers who say it get it directly.

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