Client Information Tab
Overview
The Information tab allows you to store and manage client-specific details such as AI links, business information, popup notes for operators, and call handling instructions. These fields help receptionists and the AI assistant display or use the right information when handling calls.
Sections Explained
1. Links
Use this section to add quick-access links related to the client.
Each link can also be configured for AI use.
Fields:
-
URL – The webpage address (e.g.,
https://companywebsite.com/booking) -
Name – The link label or title (e.g., “Book a Meeting”)
-
AI Enabled – Enable this if the link should be accessible to the AI assistant.
-
AI Description – A short explanation of what the link is for (e.g., “Schedule a demo”)
Example:
URL Name AI Enabled AI Description https://calendly.com/demo Schedule Demo ✅ Lets callers book a demo online
💡 Tip: Always include a clear description so AI knows how to use the link when assisting callers.
2. Information
This field is used to store general client notes or background information visible to operators or admins when viewing the client record.
Use Case Examples:
-
“Client prefers all calls to go to reception first.”
-
“Operating hours: 9 AM – 5 PM, Mon–Fri.”
-
“Billing contact: jane@company.com.”
3. Popup Information
This section displays a popup window with important details when an operator receives a call for this client.
Examples:
-
“Ask for reference number before transferring.”
-
“VIP client — handle with priority.”
-
“All calls to be transferred to Sarah if John is unavailable.”
4. Call Instructions
Provides specific call-handling instructions for receptionists or operators.
This helps maintain consistent handling across shifts or multiple locations.
Examples:
-
“If no one answers after 3 rings, forward to voicemail.”
-
“After-hours: forward to answering service.”
-
“Always announce the caller before transferring.”
Saving Changes
Once all fields are updated, click Save at the bottom of the screen to apply your changes.
Next Step
→ Proceed to the Phones Tab to configure numbers, extensions, and forwarding rules.