An assistant: what to change where
An assistant's switches and fields, each with the place in the dashboard where it is — generated from the dashboard's own labels.
This page lists an assistant's switches and fields and where you find them in the dashboard. The list is generated from the dashboard's own labels: when a switch gets a new name or moves to another tab, this page changes with it. Your assistant's rules, transfer targets and knowledge have pages of their own.
All settings
Behaviour
Assistants
| Setting | Note |
|---|---|
| Greeting | |
| Business hours | |
| Time zone | |
| Put known callers through | |
| Scope | |
| Ring time (seconds) | |
| During business hours only | |
| Announcement before transferring | |
| Number shown | |
| Destination number | |
| Transfer targets | |
| Maximum call duration (seconds) | |
| Silence timeout (seconds) | |
| Send the SMS automatically | only when text messaging is set up |
| Message text | only when text messaging is set up |
| Accept WhatsApp messages | only with WhatsApp enabled and a WhatsApp account connected |
| The assistant replies by itself | only once accepting WhatsApp messages is switched on |
| Book appointments over WhatsApp | only once accepting WhatsApp messages is on and booking appointments is allowed |
| Have photos described | only once accepting WhatsApp messages is switched on |
| First message | only once accepting WhatsApp messages is switched on |
| Maximum reply length (characters) | only once accepting WhatsApp messages is switched on |
| At most this many conversations per day | only once accepting WhatsApp messages is switched on |
| A conversation ends after (minutes of quiet) | only once accepting WhatsApp messages is switched on |
Knowledge
Assistants
| Setting | Note |
|---|---|
| Use the knowledge base | |
| About the company | |
| Technical terms & names |
Voice & language
Assistants
| Setting | Note |
|---|---|
| Voice | |
| Voice | |
| Languages | only when further languages are offered |
Appointments
Assistants
| Setting | Note |
|---|---|
| Allow booking appointments | only with a calendar connected |
| Appointment length | only once booking appointments is allowed |
| Buffer between appointments | only once booking appointments is allowed |
| Earliest appointment from now | only once booking appointments is allowed |
| Public holidays in | only once booking appointments is allowed |
| Send a confirmation to the caller | |
| Send a reminder before the appointment | |
| Send the reminder | only once the reminder is switched on |
| Channel | only once the confirmation or the reminder is switched on |
| Allow cancelling by phone | |
| Allow moving by phone |
Good to know
- Next to the assistant's name you switch it: Active, Messages only or Offline, until a day if you like. This applies at once, without Save, see Silence an assistant. For all assistants together, the status in the sidebar applies.
- At the very bottom of the Behaviour tab is Delete assistant, see Delete an assistant.
- Business hours appear on the Behaviour tab and again on the Appointments tab as Bookable times. Both places change the same hours.
- A voice's volume has no control of its own. scoco sets it with the Voice you choose.
- Which calendar your assistant uses is set under Settings
Integrations, see Connect a calendar. - What is the same for all assistants, such as each person's Notifications or the Team, is under Settings.