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Settings & Company

Let the AI receptionist book a known caller honestly

The receptionist proposes one real capacity-checked day, asks the caller to confirm, and creates a real route job only when the caller maps unambiguously to a customer and pool.

Where: Manage company -> Company & Tax -> AI phone receptionist

  1. Turn on the receptionist only after the platform voice rail and the pool company's greeting and transfer number are configured.
  2. A known customer calls, states a date, and confirms the exact day offered by the capacity engine.
  3. WaterMark creates one real job and appointment using the pool and route defaults; a repeated Twilio callback reuses the first result.
  4. For an unknown caller, the office receives a held booking request to complete. The caller is not told a full service job was booked.
Good to know
  • The receptionist never guesses a date, customer, address, pool, or route.
  • Do Not Service and capacity rules use the same guards as office and public booking.