Setting Goals for Your AI Receptionist


In order to maximize the effectiveness of your AI receptionist, it's crucial to set clear and specific goals. These goals serve as guidelines that the AI follows to guide the conversation, ensuring that each interaction aligns with your business objectives. This article will walk you through the process of setting goals for your AI receptionist on the Answering AI platform.

Step 1: Accessing the Goal Setting Feature

To set a goal, log into your Answering AI account and navigate to your dashboard. From there, locate and click on the "Set a goal" option.

Step 2: Understanding the Types of Goals

There are two main types of goals you can set for your AI receptionist:

  1. Take a Message: With this goal, the AI will aim to capture the caller's name, phone number, and a message. This is the default behavior and is ideal if your primary objective is to gather information from the caller.

  2. Give Information: If this goal is set, the AI will focus on providing information to the caller, without necessarily guiding the conversation towards capturing their information. This is suitable if you frequently receive calls from people seeking information about your business.

Step 3: Setting a Goal

Choose the goal that best aligns with your business needs. Remember, the goal you set will guide the AI's behavior during calls, so choose a goal that will help you achieve your desired outcomes.

Step 4: Saving Your Settings

Once you've selected a goal, don't forget to save your settings. The AI will now use this goal as a guideline during its interactions.


Setting goals for your AI receptionist is a simple but powerful way to ensure that your AI is working in line with your business objectives. By taking the time to set and periodically review these goals, you can ensure that your AI receptionist is always aligned with your current business needs.