Phone assistant

What the phone assistant can and can't do

The assistant answers questions, quotes prices, books appointments and takes messages, using only what you've told Sotera.

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The assistant only says what Sotera knows about your business. It doesn't guess.

It can

  • Tell callers your hours, address, phone, website, areas you serve and who's on the team.
  • List your services and add-ons, and quote prices and how long things take.
  • Check open times and book an appointment, including with a named team member.
  • Read out your Before your appointment steps and Fine print from Site content.
  • Answer from Things the assistant should know (on Phone) and from Knowledge library entries it's allowed to use.
  • Greet returning callers by first name.
  • Take a message, and flag it if the caller wants a call back.
  • Put a caller through to your Transfer calls to number, if you've set one.
  • For travel agencies taking trip requests: take a trip request.

It can't

  • Cancel or move a booking. It takes a message for you instead.
  • Say a price you've kept private. It says your label, like "Free estimate".
  • Sign callers up for appointment texts or marketing.
  • Book times you've blocked, outside your hours, or past your monthly booking limit.

Good to know

  • Bookings it makes follow your auto-confirm setting, so they may wait for your Accept on Bookings.
  • Better answers come from better information: keep services, hours, Settings and the knowledge library up to date.

Still stuck? Open your dashboard and press Help: it can look at your account, and reach the Sotera team for you.