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Changing how your receptionist works by asking

The Flow page shows every step your receptionist takes, and lets you change it by saying what you want. Coming soon.

What the Flow page shows

A chart of every step your receptionist takes on a phone call, and on the website chat and texts, read from top to bottom. It's built from your real settings and plugins, so it always shows what your receptionist actually does. See How your receptionist decides what to do.

Select any step to see why it happens and where it's controlled:

Your flow: you can change it by asking.
Settings: a tile on the Settings page, such as Opening hours or Booking rules. You can change it there or by asking.
A plugin: change it in that plugin's settings, or by asking.
Set up by CallsCovered: ask us to change it.
Always on: one of the safety rules, which can't be changed.

The line under the toolbar says whether you're open right now.

Asking for a change

Click Ask for a change. To change one part, select that step on the chart first, so it knows which part you mean.
Say what you'd like in your own words. For example: "No same-day bookings", "When we're closed, take a message instead of booking", or "Change the greeting".
It works out the change and shows it on the chart, marked Not live yet, with what's new and what's changed. It may ask you a question first.
Click Make it live if it's right. Or say what to adjust, or undo it and nothing changes.

Nothing goes live until you click Make it live. Every change is checked by the same rules as the Settings page, so a change that wouldn't work can't be saved. If it can't make a change, it says "That didn't work, so nothing has changed."

Try it

Try it lets you type what a caller might say and lights up the path they'd take on the chart. You can try it as if you're open or closed, and with Closures and holidays on, as if it's a closure day. It's a practice conversation: nothing is booked or sent.

Versions and undo

Versions lists every change made live, with when and who made it, including changes made on the Settings and Plugins pages. Undo this change puts your receptionist back to how it worked before that change, straight away. What was live is kept in the list too, so you can come back to it.

On a phone

On a phone the steps are shown as a list. Change it and Try it sit at the bottom of the page, and Versions at the top.

Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.