To set up a consultation receptionist in Sawy, choose the Professional services preset, enter your consultation options, hours and FAQs, and test a full enquiry from first question to staff-confirmed appointment. The agent collects the enquiry, contact details and a preferred consultation time. It does not give regulated professional advice; your team confirms scope and availability.
Start with your services
- Open Agents, choose New agent and select Professional services.
- Enter your business name, consultation options, prices and opening hours.
- Choose the business timezone, add a greeting and set an escalation number.
- Use FAQs for exact answers about your process, office location or how an introductory consultation works. Review imported website text before adding it.
Copyable settings
Replace everything in square brackets before saving.
Greeting
Thanks for calling [Firm name]. I'm the firm's AI assistant. I can answer general questions about our services or take a consultation request for the team. How can I help?
Business info (add below the preset text)
[Firm name] provides [services, for example bookkeeping, tax preparation, marketing, IT support] for [type of client] in [area].
For consultation requests, ask: what the enquiry is about, whether they are a new or existing client, any deadline, how they'd prefer to meet (phone, video, in person) and two preferred times. Collect name, callback number and email.
Do not give tax, legal, financial or other professional advice. The team reviews each request, confirms scope and availability and contacts the client.
Services (one per line, name | price)
Introductory consultation | [your price or "free"]
Standard consultation (60 min) | [your price]
Project scoping call | free
Knowledge base FAQs
Q: How does the introductory consultation work?
A: [Your process.]
Q: What should I bring?
A: [Your list.]
Q: Do you work with clients outside [area]?
A: [Your answer.]
Escalation rules (one per line, trigger -> action)
deadline within 3 days -> note as time-sensitive for the team
existing client with an urgent issue -> offer transfer to the escalation number
caller asks for a person -> offer transfer to the escalation number
Sample consultation questions (illustrative)
Replies are generated from your settings, so wording varies.
1. Consultation request
Caller: I'd like to talk to someone about help with my small business's books.
Agent: I can take a consultation request. Are you a new client?
Caller: Yes.
Agent: Is there a deadline we should know about, and would you prefer phone, video or in person?
Caller: Quarter-end is in three weeks. Video is fine.
Agent: Thanks. What's your name, number and email, and two times that would suit you?
Caller: Sam Rivera, 555-0131, sam@example.com. Tuesday or Wednesday afternoon.
Agent: I have your request for a video consultation on Tuesday or Wednesday afternoon. The team will confirm the time with you.
2. Advice request
Caller: Can I deduct my home office?
Agent: I can't give tax advice. I'll note your question so the team can cover it in your consultation.
3. Asking for a person
Caller: Can I speak to someone now?
Agent: I'm an AI assistant. I can try to connect you to the team or take a message.
Staff confirmation sequence
- Ask a service question in Test chat, then request a consultation with synthetic contact details. End and save the conversation.
- In Leads, check the name and contact information, review the source transcript and set a follow-up time.
- Create an appointment from the lead in Appointments. Choose a date and duration, confirm it, then test rescheduling and cancellation.
- If you connected Cal.com, send the reviewed request to Cal.com. It is marked confirmed only when Cal.com accepts the booking.
- Contact the client to confirm the time.
Choose your customer channels
Embed website chat, or configure phone service and test it with a real call before forwarding your business number. Enable incoming email for a staff-managed inbox; replies are sent by your team from the Email inbox. Configure HubSpot in Settings if your workflow uses that CRM. Test each connection with your own accounts before going live. SMS replies are not currently available.
The setup collects general business enquiries. It does not perform regulated professional work or look up confidential records in practice-management software.