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
- Open Receptionist → AI Voice and stay on the Voice tab.
- Scroll to the What it knows card and find Anything else it should know.
- Write or paste your content, up to 8,000 characters.
- 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