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Settings & Company

Set up the AI phone receptionist (optional)

WaterMark can answer your phone with an AI receptionist that knows pools and your services, books callbacks, and transfers to a person on request. It's an optional capability you turn on - it stays inert until a voice number is pointed at your account.

Where: Manage (gear) -> Setup -> Company & Tax -> AI phone receptionist

  1. Open Manage -> Setup -> Company & Tax and scroll to AI phone receptionist.
  2. Check 'Answer calls with an AI receptionist' to enable the capability.
  3. Enter a 'Transfer to a person (phone)' number so callers can reach a human on request.
  4. Optionally write a custom Greeting; leave it blank to use the default.
  5. Click Save.
  6. Click Save. WaterMark then sets up the dedicated receptionist number; reopen Company & Tax in a moment if the number is still being confirmed.
Good to know
  • This is off by default. Saving the enabled setting starts dedicated-number setup; calls cannot be answered until that number is confirmed.
  • Trial and Starter accounts stop at the included monthly voice allowance and switch honestly to voicemail. Billable accounts continue on the displayed voice-overage blocks.
  • This is a phone-answering capability, not live GPS or dispatch - it handles inbound calls only.