Feature
AI receptionist persona
Give your receptionist a name, a role, a tone and a voice. Keep more than one.
A persona is who your AI receptionist is on the call. It has a profile name, the name it gives callers, a role, instructions, a tone and a voice. Outerbanks HVAC’s persona is Eryn, a friendly AI receptionist who captures new leads, handles existing clients and helps after-hours callers.
How an AI receptionist persona works
Give your AI receptionist a name and role
Write the role in one sentence a new hire would understand. Say what it is there to do.
Write the instructions and tone
Pick a tone and keep it. Warm and concise beats clever. Give it guardrails on what it should and should not promise.
Choose a voice and switch
Pick the voice callers hear. Keep more than one persona and switch between them.
In the portal
Call Handling › Workflows › Agent Personas
The Agent Personas card shows Eryn, with her role and her warm, concise and professional tone. Each persona lists its name, role, tone and voice.
From the setup walkthrough
A persona is a profile name, an agent name, a role, instructions and a tone. The instructions here say what to collect and what to avoid. One of them is do not promise a call back time.
A recording of the portal made on 11 September 2026, 08:13 to 10:08 of the full walkthrough. See every step of the setup.
AI personas for brands and day-and-night callers
The brand with a way of speaking
Your front desk has a manner. Write it down once and every call sounds like it.
The business with day and night callers
A daytime persona that sells and an after-hours persona that reassures. Switch by workflow.
Goes with
Status read from the same capability matrix as the pricing page.
- Voice selection
- Choose the voice your receptionist answers with.
- Available · All plans
- Workflow builder (self-serve)
- Build what happens on a call from a set of nodes. No developer needed.
- Available · All plans
Defined in the glossary
Questions
- Does the persona say it is an AI?
- Yes. The receptionist says it is an AI at the start of every call, whatever name the persona uses.
- How is the persona different from the knowledge base?
- The persona is who it is: name, role, tone, voice. The knowledge base is what it knows: hours, prices, what to ask. You can upload a PDF to it, and it still uses the text you wrote.
- Can I have more than one?
- Yes. Keep several personas and switch between them.
See AI in action for your business
Start a free trial and set it up in the portal today, or talk to the team first.