Configuring Your Agent Through Conversation

You don't need to open the dashboard every time something changes. Ask Allison directly, through the dashboard chat or by calling Allison, and she will make the change for you.

"Change our Friday hours to 9 to 3." "Add Dr. Smith to my team." "Add a Fact: 'Cancellation policy — 48-hour notice required'." Allison confirms what she's about to do, waits for your approval, then makes the change.

The dashboard is always there for anyone who prefers it, and for tasks that require a browser.

How It Works

When you ask Allison to change something:

1. She reads the current state: your facts, team, hours, whatever is relevant
2. She states exactly what she's about to change
3. She waits for you to confirm
4. She makes the change and confirms it's done

No silent changes. No guessing. Nothing is written until you've said yes.

What You Can Configure

Knowledge Base:

• Quick Facts: add, update, or delete
• FAQs: add, update, or delete
• Call Intents: add, update descriptions, enable/disable, or delete

Team:

• Team Members: add (name, title, department), update profile info (phone number, title, department, tags), or remove
• After-hours availability: enable or disable per team member

Schedules:

• Business Hours: change hours for any day
• Holidays: add or remove

Escalation:

• Escalation Rules: add, update settings, enable/disable, or delete (default rules can be disabled but not deleted)

Settings:

• Business name and timezone
• Notification email recipients (call and billing)
• Locations: add new locations or update details
• Owner notes: standing guidance for your agent, like "we don't book same-day appointments"

What Requires the Dashboard

Some actions need a browser and can't be done through conversation:

• Payment methods and plan changes: requires secure card entry
• Connecting Google Calendar: the sign-in step happens in your browser
• API keys and webhook subscriptions: created and managed from the dashboard
• Adding documents: the Docs editor lives in the Knowledge Base
• Monitoring notification recipients and category toggles: Allison can change call and billing recipients, but turning a category on or off is a dashboard action
• Complex escalation rule conditions: multi-condition rules with thresholds and keyword lists
• Call group member assignment: selecting which team members belong to a group
• Account cancellation

Chat vs Voice

Chat (dashboard support widget): Configuration is available immediately. You're already logged in.

Voice (calling Allison): Configuration requires identity verification first. Allison confirms you're the account owner before making any change. After verification, you have the same capabilities as chat.

Examples

Here are some things you can say:

• "Add a fact: our parking is free for the first hour in the garage on 5th Street"
• "Change our Monday hours to 10am to 6pm"
• "Add Dr. Sarah Chen to my team, she's a dentist in the dental department"
• "Update Sarah Chen's phone number to 503-555-0199"
• "Add an FAQ about insurance — we accept Delta Dental, Cigna, and Aetna"
• "Add a Fact: cancellation policy is 48-hour notice required"
• "Delete the catering intent — we don't do catering anymore"
• "Add Christmas Day as a recurring holiday"
• "Add an escalation rule: transfer immediately when someone mentions a legal issue"
• "Disable the billing questions intent for now"