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, and maximum call duration from the Agent Profile section of Optimize.
Setting your business details, terminology, and FAQsConfigure the business info, hours, timezone, terminology, 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.
Setting up Customer Service and Customer MemoryHow CoreReach's Customer Service flow handles returning callers, and how Customer Memory automatically remembers who they are across calls.
Adding a Knowledge BaseGive your agent documents, websites, and text snippets to look things up in during a call. Available on the Growth plan and above.
Setting up Lead IntakeUse Lead Intake to qualify new callers with up to four questions and route each answer to an action like transferring, scheduling, or taking a message.
Configuring transfers and call routing rulesSet up transfer destinations, conditions, and timeout behavior so your agent can route callers to the right person.