AI Assistant and AI Phone

Video Walkthrough

What This Page Solves

Use AI for high-frequency questions and keep a reliable human transfer path for complex calls.

Roles and Estimated Time

• Roles: owner / operations / support lead
• Time: 5-10 minutes

Entry

Home -> AI Assistant and Salon Settings -> AI Phone

Before You Start

• Update salon basics first (hours, service scope, contact details).
• Define which intents AI can answer vs must transfer to a person.
• Make sure transfer destination and staff availability are ready.

Steps

1. Action: Open AI Assistant, send baseline prompts, and verify answers against current business rules. Expected: AI responses match your latest salon information.
2. Action: Configure standard responses for pricing, location, and booking-related questions. Expected: Repeated customer questions get consistent answers.
3. Action: Open AI Phone, enable Enable AI Phone, then set Transfer Number. Expected: Calls can move to a human when needed.
4. Action: Configure supporting options (AI Voice, Call Recording, Remember Customers) based on your policy. Expected: Phone behavior matches your service and compliance workflow.
5. Action: Run one complete test call: AI answer -> transfer request -> human handoff. Expected: Transfer flow works end to end with no dead end.

Acceptance Checklist

• Top FAQ intents are answered correctly by AI Assistant.
• At least one AI Phone transfer path is validated.
• AI replies and call behavior match current salon rules.

Key Notes

• Update AI content immediately after any price, policy, or hours change.
• If AI confidence is low, transfer to a human instead of guessing.

FAQ

AI answers are inaccurate. What should I do?

Narrow intent scope, update business facts, and re-run test prompts.

AI phone does not transfer to staff.

Check Enable AI Phone, Transfer Number, and current staff availability.