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Train your AI on your FAQs

On Receptionist → AI Voice, Voice tab, the What it knows card shows what the AI already has from your settings (your active services with their lengths, with Manage, and your hours, with Edit) and a free-text box, Anything else it should know, for everything else: parking, arrival instructions, what to bring, policies. It holds up to 8,000 characters and is added to every call. Click Save Changes at the bottom of the page and the next call uses it; there is no retraining. For many questions, or long answers, use the Knowledge tab instead, which the AI searches during the call. Accepted insurance has its own card on the Knowledge tab, and prices come from your services when Quote prices is on. Each location has its own text.

Updated September 28, 20262 min read

Your AI already knows your hours, services, providers and how to book. Anything else it should know is for the rest: the things only your front desk would normally know.

Add your text

  1. Open Receptionist → AI Voice and stay on the Voice tab.
  2. Scroll to the What it knows card and find Anything else it should know.
  3. Write or paste your content, up to 8,000 characters.
  4. Click Save Changes in the bar at the bottom (on a phone, Save changes).

The next call uses it.

What to include

Think of the questions your front desk answers over and over:

  • Parking and directions: "We're in the medical building on the corner of 5th and Main. Free parking in the lot behind the building; don't park in the bank lot next door."
  • Arrival: "New patients arrive 15 minutes early to fill in paperwork."
  • Preparation: "For a cleaning, brush before you arrive."
  • What to bring: "Photo ID, insurance card, and a list of current medications."
  • Policies: "Children under 18 need a parent or guardian present."

Format tips

Plain text works; labels and blank lines between topics help:

PARKING: Behind the building, free for patients.

ARRIVAL: New patients arrive 15 minutes early.

POLICIES:
- Children under 18 need a parent present
- Please call if you are running more than 10 minutes late

Don't contradict your service or hours settings; keep those in their own settings so they stay in one place.

What the AI already knows

  • Business hours for each day (Edit on the Hours row opens them), and holiday closures set for the location
  • Your active services and how long they take (Manage opens Services)
  • The location's address and your providers
  • Live availability from your calendar, within your booking lead time and how far ahead callers can book
  • Accepted insurance, from the Accepted insurance card on the Knowledge tab
  • Prices, from your services, only when Quote prices is on

When to use the Knowledge tab instead

The box is added to every call, so keep it to a few short, always-relevant facts. For many questions, or long answers, add entries on the Knowledge tab, or import your website there; the AI searches it during the call. See Build your AI's knowledge base.

What's next

  • Place a test call from Receptionist → AI Voice → Call scripts and ask one of the questions you added; see Test your AI with call scripts
  • Read call transcripts in Call Logs to spot questions you should add answers for

Frequently asked questions

How much can I write?
Up to 8,000 characters in Anything else it should know; the box shows a counter. For more than that, or for many separate questions, use the Knowledge tab, which holds up to 200 searchable entries.
Does the AI already know my services and hours?
Yes. Your active services and their lengths, your business hours and address, your providers and your live availability come from your settings on every call; the What it knows card shows the services and hours, with Manage and Edit links. You do not need to repeat them in the box.
How fast do changes take effect?
On the next call after you click Save Changes. There is no retraining step.
Can different locations have different text?
Yes. The box belongs to the location you are viewing; switch location at the top of the page to edit another one.
Should I put prices or insurance in the box?
Better not. Set prices on your services and turn on Quote prices on the Voice tab, and list plans in the Accepted insurance card on the Knowledge tab; the AI answers those questions from there.
Can I have it in Spanish?
Yes. With the language set to Spanish or Bilingual and a Spanish-capable voice chosen, Translate to Spanish appears on the box, and Translate my greeting & knowledge to Spanish does the greeting and the box together. Review the result and click Save Changes.

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