Configuring Your Agent
Customize what your agent says, who it transfers to, and what it knows.
By Sarah and 2 others3 authors7 articles
- Customizing your agent's profileHow to choose your agent's voice, welcome message, personality, language, and maximum call duration from the Agent Profile page.
- Setting your business details and FAQsConfigure the business info, hours, timezone, and short Q&A pairs your agent uses on every call.
- Connecting your calendar and configuring appointmentsConnect Google Calendar, define your appointment types, and let your agent book directly during a call.
- How your agent handles returning callersHow CoreReach recognises callers who are already on file, what changes on that branch of the call, and what your agent remembers about them between calls.
- Adding a Knowledge BaseGive your agent documents, websites, and text snippets to look things up in during a call. Available on any paid plan.
- Setting up Prospective Resident IntakeUse Leasing Intake to qualify people asking about a vacancy with up to four questions, and route each answer to an action like transferring, scheduling, or wrapping up with a…
- Configuring transfers and call routing rulesSet up transfer destinations, conditions, and timeout behavior so your agent can route callers to the right person.