Choose what your receptionist collects
You decide what information is useful for follow-up. Start with the essentials; callers can decline optional questions.
Your collection instructions
Apply your choices in the portal
- Open Voice Agents and edit your receptionist.
- Under AI Configurator → Prompt, add these collection instructions and save. Review the full prompt for conflicting questions.
- Under Analytics → Lead Collection Fields, add the matching field names listed in your draft, using String fields. Remove any unused fields. These fields organise captured information; the prompt tells the receptionist what to ask.
- Under Analytics → Email Notifications, enter the business owner’s approved delivery email and save. This destination is separate from a caller’s optional email.
- Call your receptionist. Try declining the optional email, then check the call log and actual message receipt before activating forwarding.
Need help applying the draft? Contact [email protected].
Keep collection appropriate
Ask one question at a time, skip details already supplied and accept corrections. Do not collect passwords, payment-card details, access codes or unnecessary sensitive information. A message request is not an appointment or a guarantee of service.