How to Customize Your Greeting and Closing for Phone Calls

Navigating to the Greetings and Closings Section

1. Log into your Sophiie dashboard.
   
   
2. Go to the Train Sophiie menu.
   
   
3. Find and click on the Greetings and Closings section.
   
   

Customizing Your Greeting

1. Look at the top of the page for the phone calls section.
   
   
2. Type your desired greeting message into the text box, or click the Generate Response button to create it automatically. You can also use the Voice Input button to speak your greeting.
   
   
3. Include the phrase "on a recorded line" for compliance.
   
   
4. You can add variables like the customer’s first name, last name, your business name, or your Sophiie agent’s name.
   
   

Optional Details and Timing

1. Decide if you want to mention that Sophiie is a digital assistant. It’s optional.
   
   
2. Add a welcome message delay of about 0.1 seconds if needed.
   
   

Adding an After-Hours Greeting

1. Scroll down to the after-hours greeting section.
   
   
2. Customize this greeting or use the Generate Response button.
   
   
3. You can also use the Voice Input option to speak your after-hours message.
   
   
4. Just like the greeting, you can use variables (customer’s first name, last name, your business name, agent name) to personalize it.
   
   

Setting the Closing Message

1. Locate the closing message section.
   
   
2. Type in your closing message, or use the Generate Response or Voice Input button.
   
   
3. Add variables like the customer’s first name, last name, your business name, or the agent name to customize it.
   
   
4. Don’t forget to save all your changes at the top of the dashboard page.
   
   

Frequently Asked Questions

Why would I use a welcome message delay?
Adding a small welcome message delay (like 0.1 seconds) helps ensure that Sophiie doesn’t start speaking too early, giving the caller a moment before the greeting begins so the interaction feels more natural.

Why is call recording disclosure needed for compliance?
The recording disclosure is necessary to inform callers that the call is being recorded. This allows the Sophiie AI company to provide you with an audio file of the call for your records and displays in the call inbox under the key point summary. And ensures legal compliance.

How do I test the greeting and closing after I set them up?
You can do a quick test call to your Sophiie number to hear how the greeting and closing messages sound. This lets you confirm everything is working as expected and make any tweaks if needed.

Can I have different greetings for different times of day?
Currently, you can set a standard greeting and an after-hours greeting.