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Call Screening Dashboard

Your Information

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How It Works

  1. When someone calls your assigned phone number, your AI assistant answers
  2. The AI greets them with your company name and introduces itself as your assistant
  3. The AI engages with the caller to understand what they need
  4. You receive an SMS with a summary and a quick action link
  5. Reply "1" to transfer the call to your mobile, or "2" to have the AI take a message
  6. All calls and transcripts are saved in your dashboard

Recent Calls

Call History

AI Assistant Context

Customize how your AI assistant behaves during calls. You can provide custom instructions, and the AI will optimize them for best performance.

Write in plain language. The AI will optimize your instructions for best results.

Tips for Effective Instructions

  • Be specific: "If my wife Carmela calls" is better than "be nice to my wife"
  • Include names: Mention specific people who should get special treatment
  • Set boundaries: Tell the AI what NOT to do (e.g., "don't discuss pricing")
  • Provide context: Share information that helps the AI understand your business
  • Test and refine: After a few calls, update your instructions based on what works

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