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'll make the change for you.

"Change our Friday hours to 9 to 3." "Add Dr. Smith to my team." "Update our cancellation policy to require 48-hour notice." 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. Every change is logged and reviewable — you can ask "what changed on my account recently?" at any time.

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
• Business Policies — add, update, or delete

Team:

• Team Members — add, update profile info (phone number, title, department, tags, role), 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

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 integrations (Google Calendar, HubSpot, etc.) — requires browser sign-in
• Uploading documents — requires file selection
• Complex escalation rule conditions — multi-condition rules with thresholds and keyword lists
• Call group member assignment — selecting which team members belong to a group
• Context connections and keywords — knowledge relationship mapping
• 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 sends a code to your account email and you read it back. This confirms you're the account owner. 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, her number is 503-555-0199"
• "Add an FAQ about insurance — we accept Delta Dental, Cigna, and Aetna"
• "Update our cancellation policy to require 48-hour notice instead of 24"
• "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"
• "Send call notifications to sarah@clinic.com and front-desk@clinic.com"
• "Disable the billing_question intent for now"