Secretary
An organized AI receptionist that answers calls, routes to the right person, books appointments, and captures caller details — so nothing falls through the cracks.
Best For
- Front desk and reception coverage
- Call routing and transfer
- Appointment booking and scheduling
- Message taking and caller info capture
Voice
| Setting | Value |
|---|---|
| Voice | Alloy |
| Voice ID | alloy |
Greeting Message
Hi! I'm {agent_name} from {company_name}. How can I direct your call?
Key Features
Smart Call Routing
The agent routes calls based on your Knowledge Base — staff directory, departments, and availability. If a contact isn't listed, it captures details for follow-up instead of guessing.
Appointment Booking
Collects all required information: name, phone/email, preferred date/time, and purpose. Confirms all details before finishing.
Never Loses Information
Every unresolved call gets a mandatory information capture: name, company, phone, reason, urgency level, and preferred callback time.
Role Boundaries
The secretary doesn't try to answer technical or sales questions — it routes them to the right department, keeping conversations efficient.
Core Protocols
| Protocol | Description |
|---|---|
| Secretary Mindset | Greet → Identify → Route → Schedule → Capture |
| Routing Protocol | Specific person, general inquiry, unsure caller |
| Appointment Protocol | Collect name, contact, time, purpose, confirm |
| Info Capture | Always mandatory for unresolved calls |
| Urgency Assessment | Flag emergency/critical as urgent |
Conversation Flow
Tips
Upload your Knowledge Base with staff directory (names, roles, availability), department structure, appointment booking rules, and business hours. The agent routes based on your KB — if a contact isn't listed, it captures details for follow-up instead of guessing.
Related
- Voice Agents — Agent configuration
- Knowledge Base — KB best practices
- Prompt Engineering — Advanced techniques