> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.
# AI Receptionist
> An AI agent on your line that answers calls, takes messages, transfers callers, and books meetings
## What the AI receptionist does
The AI receptionist is an AI agent that answers calls on your line. It greets callers, holds a natural conversation, and acts on what they need:
* **Answers questions** using your website, your documents, and the facts you give it
* **Takes messages** and asks the questions you defined, until it has everything you need
* **Transfers callers** to a teammate, another line, or an external number, based on your rules
* **Books meetings** directly in your calendar (Google Calendar, Cal.com, or Calendly)
Each line gets its own agent. The agent you configure belongs to the line you are currently on, so a support line and a sales line can run two different receptionists.
The AI receptionist is included in every paid plan, at no extra cost.
## Set up your agent
Go to **Agents** in the sidebar of the [web app](https://web.withallo.com) or the desktop app, then click **Set up** next to your agent. A guided setup walks you through everything below. Your progress saves as you go, so you can take a call and pick up where you left off.
Pick the name your agent uses on calls and across Allo. You can rename it anytime.
Three settings control how it sounds:
* **Voice**: pick a language, then a voice. You can listen to each one before choosing.
* **Tone of voice**: Friendly, Professional, or Enthusiastic.
* **Answer length**: Concise, Standard, or Detailed. Shorter works well for quick triage, longer for detailed FAQs.
Start from a pre-built agent and tune it for your business:
* **AI Receptionist**: greets callers, routes them to the right person, takes a message, or books a meeting
* **Customer support**: troubleshoots step by step, verifies identity, and transfers to a human when needed
* **Lead qualifier**: qualifies inbound leads, then books a meeting or transfers the hot ones
* **Appointment setter**: confirms the date and time, reads it back, and books it on the calendar
You can also start from blank and write your own instructions.
Enable what your agent can do during a call:
* **Answer questions**: uses your website and documents to answer callers
* **Transfer to a human**: sends important calls to the right person or team ([transfer rules](#transfer-rules))
* **Book meetings**: offers free slots and books directly into your calendar ([meeting booking](#meeting-booking))
Define what the agent collects on every call. It starts with the essentials (full name, reason for calling, best callback time) and you can add your own questions.
Mark a question as **Must get before hanging up** and the agent keeps asking until it has the answer. Leave it as **If it comes up** for optional information.
Three sources, all optional but highly recommended:
* **Websites**: add your pages, the agent reads them to answer questions about your business
* **Files**: upload menus, price lists, or FAQs (PDF or TXT, up to 3 files, 5 MB each)
* **Extra context**: plain-text facts in your own words (office hours, pricing tiers, refund policy)
Write what the agent says when it picks up and before it hangs up, and make them sound like you. You can listen to both lines in your agent's voice before saving.
* **Only missed calls** (suggested): the agent steps in when your team doesn't answer
* **Every call**: the agent answers all inbound calls
* **Business hours only**: the agent answers only during your open hours
Everything your agent will do is written out in plain words, in four sections: what it should do, who it should be, how it should behave, and what it should never do. Read it over and edit any line to match your business.
Place a test call from your computer and talk to your agent exactly like your callers will. When it sounds right, click **Go live**: your agent starts answering on your line right away.
You can change any of these settings after going live, from the agent's page in the **Agents** tab. Changes apply immediately, and you can place a test call anytime with the **Test call** button.
## Transfer rules
Transfer rules tell the agent when to hand a call to a human. Each rule has three parts:
* **Transfer to**: a team member, another inbox in your workspace, or an external number
* **When**: the condition, written in plain language. For example "Billing questions go to the office" or "Urgent jobs go straight to me"
* **Message before transfer** (optional): a line the caller hears right before the transfer
### Warm transfer
By default, the agent transfers calls directly. Turn on **Warm transfer** (beta) and the caller waits on hold while Allo rings your teammate, announces the caller's name and reason, and only connects them if they accept.
## Meeting booking
The agent can book meetings for you during the call. It works with **Google Calendar**, **Cal.com**, and **Calendly**.
Go to **Settings** → **Integrations** and connect Google Calendar, Cal.com, or Calendly. The connection is shared across your workspace.
In your agent's **Calendar scheduling** settings, select the calendar to book into. Each agent books into one calendar.
* **Google Calendar**: meetings are created directly on the calendar you pick. Set the event duration (30 minutes by default).
* **Cal.com**: select the event type to book.
* **Calendly**: connect your Calendly account and the agent books meetings on it.
Control when the agent is allowed to book: booking hours, blocked dates, buffer between meetings, minimum advance notice, and how far out callers can book.
With Cal.com, always choose an event type. Otherwise the AI books your first one, which may be the wrong meeting.
When a caller asks for an appointment, the agent finds an open slot that respects your rules and books it straight into your calendar.
## How it fits with voicemail and business hours
The AI receptionist takes the place of voicemail or external transfer as your missed-call handler. When you set it live, it becomes what callers reach when your team doesn't pick up (or on every call, depending on your pickup setting).
To turn it off, click **Unpublish** on the agent's page and choose what replaces it: voicemail or an external transfer.
If you use [business hours](/en/features/business-hours), your closed-hours behavior applies as usual: the agent answers after hours when your closed setting points to your missed-call handling.
## After every call
Every call your agent handles lands in your Calls tab, with an **AI Receptionist** filter to find them fast. Open a call to get:
* **Summary**: the key points of the conversation
* **Transcript**: the full exchange, with the agent's lines labeled
* **Recording**: the audio of the whole call
* **Collected details**: the caller's name, number, and answers to your questions, with one-click suggestions to create or update the contact
* **Suggested actions**: follow up by email or SMS, create the contact, or add the meeting to your calendar
The agent's page also shows its recent calls and what it did on each one, like "Transferred to Sarah" or "Took a message".
## Languages
The agent speaks the language of the voice you pick. Choose the language first, then the voice, in the **Personality** settings. Voices are available in English (US and UK) and French (France and Canada).
## Troubleshooting
Check that the agent is live: its status dot in the **Agents** tab should show "Live". If you picked **Only missed calls**, the agent waits for your team to miss the call before stepping in. If you picked **Business hours only**, it stays silent outside your open hours.
Its answers come from your knowledge sources. Update your website pages, remove outdated files, and add corrections in the extra context field. Then place a test call to check the fix.
Open your agent's **Goal** settings and pin the question as **Must get before hanging up**. The agent keeps asking until it has an answer for every pinned question.
With Cal.com, check that an event type is selected in **Calendar scheduling**. Without one, the AI books your first event type.
Edit the **Goal** tab: it holds the agent's instructions in plain words, and you can rewrite any line. For tone and answer style, adjust the **Personality** tab. Test your changes with a test call before your next real one.
Open your agent's page and click **Unpublish**, then choose voicemail or an external transfer as the replacement. Your configuration is kept, so you can set it live again later.
## Need help?
Get help configuring your AI receptionist
Control when your team rings and when the agent answers