Personalised greetings let your AI address returning callers by name, creating a more personal experience.
Steps to enable personalised greetings
Go to Receptionist Settings in the menu
Find the Opening Message section
Check the box for Personalise greeting with caller's name
Your changes save automatically
How personalised greetings work
When a known customer calls, the AI says "Hi [Name]!" before the opening message
First-time callers hear the standard opening message
The AI uses names from Customer Intelligence profiles
Requirements
Customer Intelligence must be enabled - This feature requires customer profiles to be active
Customer must have called before - Only works for returning callers
Name must be on record - The customer's name must be saved in their profile
Note: If Customer Intelligence is disabled, this option will be unavailable. Enable Customer Intelligence first in Receptionist Settings.
Example
Standard greeting: "Thank you for calling. How can I help you today?"
Personalised greeting: "Hi Sarah! Thank you for calling. How can I help you today?"