Are you using AI Receptionist to field only one type of caller, like existing clients? Create a more efficient caller experience by streamlining your call instructions to follow the same playbook every time.

Using the single caller type setting, AI Receptionist will skip asking callers if they're a new or existing client and jump straight to the next step of your call playbook.

How to route all calls to one caller type

Follow these steps to configure your AI Receptionist to send all calls to a single caller type:

1. Navigate to the Instructions tab in your AI Receptionist dashboard 
2. Find your preferred caller type and click Configure to edit the playbook
3. Scroll to the bottom of the configuration window. Check the box labeled "I only expect this type of call" to enable single caller type routing. All other caller types will now be disabled.
4. Save your settings. Changes take effect immediately.

Using a single caller type playbook eliminates caller identification questions. When all calls are categorized under one type, AI Receptionist won’t ask callers to specify their identity — it will proceed directly to handling the inquiry.

How to revert to using multiple caller types

You can enable different playbooks by caller type at any time in your call instructions:

1. Navigate to the Instructions tab in your AI Receptionist dashboard
2. Find the single caller type in use and click Configure to edit the playbook
3. Scroll to the bottom of the configuration window. Unheck the box labeled "I only expect this type of call" to disable single caller type routing
4. Save your settings. Changes take effect immediately.
5. Proceed to update your playbook for each of the other caller types to ensure each is handled appropriately

Questions? Contact us!

• If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
• If you're not yet a Smith.ai client, please schedule a free consultation to get started with our AI Receptionist or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.