Help › Settings
The Settings page
What's on the Settings page, how to find a setting with the search box, and a link to the article for every tile.
Settings is where you tell your receptionist about your business and choose how it works. The page is a grid of tiles. Click a tile and its settings open in a panel on the right. Change what you need, click that panel's save button, and your receptionist uses the new settings within a minute.
Finding a setting
At the top of the page there's a search box (Search settings, e.g. hours, colour, logo). Type a word or two and only the tiles that mention them stay on screen. It looks at the tile names, their descriptions and the words inside each panel. Press Enter to open the first tile that matches. If nothing matches, you'll see "No settings match that."
Which tiles you see
Some tiles only appear if your plan includes the feature they control: phone calls, website chat or bookings. You can see what your plan includes under Plan features in the Your account tile.
Saving
Most tiles have their own save button and save only their own settings. The exception is the first three: Phone greeting, Opening hours and What your receptionist should know share one Save changes button. Clicking it in any of the three saves all three.
The tiles
The tiles appear in this order.
- Phone greeting: the first thing callers hear. See Phone greeting.
- Opening hours: when you're open. Bookings and replies follow it. See Opening hours.
- What your receptionist should know: prices, offers, closures and anything people ask about. See What your receptionist should know.
- Your logo (website chat): shown on the chat button and at the top of the chat. See Your logo.
- Website chat (website chat): name, colours, pop-up message and suggested questions. See Website chat.
- Add the chat to your website (website chat): the one line that adds the chat to your website. See Add the chat to your website.
- Monday email: a summary of calls and bookings every Monday. See Monday email.
- Setup guide: go through the setup again, step by step. See The setup guide.
- Taking over calls (phone calls): the mobile that rings when you take over a call. See Taking over calls.
- Call alerts on your phone (phone calls): Coming soon. The CallsCovered app will alert you when a call comes in, with the live transcript and a choice to take over or let your receptionist handle it. There's nothing to set yet.
- Phone line (phone calls): your phone provider, its keys and your number. See Phone line.
- Phone voice (phone calls): the voice callers hear. See Voices.
- Booking rules (bookings): notice, gaps between appointments, a daily limit, how far ahead, and what can be booked. See Booking rules.
- How your receptionist talks: formal or friendly, short replies, first names, words to avoid and a sign-off. See How your receptionist talks.
- After hours: what your receptionist does while you're closed. See After hours.
- Calls (phone calls): the longest a call can last, and what happens when the line goes quiet. See Calls.
- Call summaries (phone calls): who hears about each call, by text and email, and quiet hours for texts. See Call summaries.
- Privacy: how long conversations are kept, and the note under the website chat. See Privacy.
- Set answers: questions your receptionist answers in your exact words. See Set answers.
- Your account: your password and plan. See Your account.
The tiles that mention your receptionist, such as What your receptionist should know and How your receptionist talks, use its name on your dashboard.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.