Greeting and language
Set the opening line, default customer language, and default transfer number.
Knowledge base
Add business information from text entries, documents, or a website import.
Services and booking
Add appointment types and the service information callers need.
Rules
Add operating instructions for transfers, callbacks, fallback behavior, and special cases.
How configuration is used
LobbyStack builds a business context snapshot from your receptionist settings. The voice gateway fetches that snapshot when a live call starts, so callers get stable behavior for the duration of the call. For SMS, LobbyStack uses the current business context and the saved conversation state when generating AI replies.Minimum setup for real callers
Before forwarding production calls, check that:- Your greeting names your business and sets the right expectation.
- The default customer language is set to English or French.
- A transfer number is saved if you want live human handoff.
- Your knowledge entries include hours, location, services, pricing, policies, and common caller questions.
- Your services, staff, hours, and Google Calendar are configured before you rely on appointment booking.