It is super easy to use one of your created receptionists as a template. If you have customers with similar use cases or in the same vertical, you can easily copy and reuse them. Here is a quick tutorial on how to do this.
Creation Date: Mar 18, 2025
Created By: Marko S
1. Click on Add New Client
Let's add a new account.
2. Click on Copy Existing Receptionist.
3. Choose the account you would like to copy.
4. Type in the email of the new client.
5. Type in the new username
Important note: You won't be able to change this later!
6. Type in their password.
7. Click on Copy Receptionist.
8. The new copied receptionist has been created.
Let's go in and see it.
9. Click on highlight.
10. Click on Open Sub Account.
11. Click on Receptionist.
12. Let's check the greeting phrase. It will be the same as for the account we copied.
13. As I have set up the texting message in the copied account, it will be the same here.
14. Click on highlight.
15. The options remain the same as for all the other accounts you create.
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