Create an AI Receptionist

Create an AI receptionist and complete the basic configuration.

Requirements

To use the AI receptionist feature, make sure the following requirements are met on the PBX:
Firmware
The firmware of Yeastar P-Series Cloud Edition is 84.22.0.134 or later.
Subscription
The AI Receptionist feature includes 60 one-time free minutes with your plan subscription. To expand AI receptionist minutes, contact your service provider to subscribe to the following add-on service(s) (Path: Plan > Add-on Subscription).
  • AI Receptionist (One-Time Capacity): One-time receptionist minutes. When used up, you need to purchase additional capacity.
  • AI Receptionist (Monthly Quota Pack): Monthly subscription pack with a fixed quota of 200 minutes that resets each month; unused minutes do not roll over to the next month.
Note: If both services are subscribed, minutes are deducted from the monthly quota pack first.
Network

The PBX has installed a valid domain certificate issued by a trusted CA.

SIP Settings
The SIP TCP port is enabled to ensure AI receptionist call connectivity (Path: PBX Settings > SIP Settings > General > Basic).
Note: A system reboot is required after enabling this setting for the change to take effect.

Limitations

  • The PBX does not limit the number of AI receptionists.
  • Each AI receptionist can handle up to 10 concurrent calls.

Procedure

  1. Log in to PBX web portal, go to AI > AI Receptionist.
  2. Click Add.
  3. Complete the following configurations to set up an AI receptionist.
    Personalization
    In the Personalization page, configure the basic information, language, and voice profile for receptionist.
    1. Set the basic information of the AI receptionist.

      Setting Description
      Name Specify a name to help you identify the AI receptionist.
      Number Set a number for the AI receptionist. Incoming calls to this number will be answered by the receptionist.
      Tip: You can check the available number range on PBX Settings > Preferences > Extension Preferences > AI Receptionist.
    2. Set the primary language and voice profile for the AI receptionist.

      Setting Description
      Primary Language Select the primary language the AI receptionist will use to communicate with callers.
      Receptionist Select a desired voice profile for the selected language.
      Tip:
      • To preview the voice, click beside a voice profile.

      • To adjust how fast the AI speaks, click Speed at the top-right corner of the Receptionist section. The specified speech rate applies to all languages used by the receptionist.
    3. Optional: In the Additional Languages section, click Add to add one or more additional languages for the receptionist as needed.

      Setting Description
      Language Select an additional language the AI receptionist can use to communicate with callers.
      Receptionist Type Select the voice option for the additional language.
      • Follow Primary Language: Use the same voice profile as the primary language.
      • Custom: Use a different voice profile for the additional language.
        If selected, choose a desired profile in the Receptionist drop-down list.
        Tip: To preview the voice, click beside a voice profile in the list.
    4. Click Next.
    Company Information
    In the Company Information page, enter the following company information so the AI receptionist can use this information to answer business-related questions.

    1. In the Company Core Services field, enter a description of your company's core services.
      Note: The description can contain up to 5000 characters.
    2. In the Company Address field, enter your company address.
      Note: The address can contain up to 255 characters.
    3. In the Business Hours drop-down list, select the time zone(s) where your company has business operations.

      The AI receptionist will use the business hours configured for the selected time zones to answer caller questions about the company's operating hours.

    4. Click Next.
    Greeting
    In the Greeting page, set the greeting for the receptionist, which will be played to the caller when the call is answered.
    Note: If no greeting is needed, disable this feature by turning off the switch. After answering a call, the AI receptionist will wait for the caller to speak first.

    1. Turn on the switch of Greeting.
    2. In the Greeting field, enter a welcome message in the receptionist's primary language.
      Note:
      • As recording prompts do not work during AI receptionist calls, you can use the greeting instead.
      • If you need to set different greetings based on time conditions, you can configure them later after the AI receptionist is created. For more information, see Configure Time-Based Greetings.
    3. Optional: Select the checkbox of Do Not Interrupt Greeting to prevent callers from interrupting the greeting.
    4. Click Next.
    Dial By Name
    In the Dial By Name page, enable the feature as needed to allow receptionist to transfer calls to a designated extension when a caller says the extension user's name.
    Note: If this feature is not needed, disable this feature by turning off the switch.

    1. Turn on the switch of Dial By Name.
    2. In the Extensions allowed to be dialed section, specify the range of extensions.
      Setting Description
      All Extensions All extensions can be dialed.
      Allowed Extensions Only selected extensions can be dialed.

      If selected, add the desired extensions from Available box to the Selected box.
      Restricted Extensions The selected extensions can not be dialed; all other extensions are allowed.

      If selected, add the desired extensions from Available box to the Selected box.
    3. Click Next.
    Failover Destination
    In the Failover Destination page, set where to transfer the call if the AI receptionist cannot resolve caller's issue or match a pre-defined transfer rule.

    1. In the Failover Destination drop-down list, select one of the following destination type.
      • Extension
      • Inbound Queue
      • Ring Group
      • Conference
      • Call Flow
      • IVR
      • Group Voicemail
        Note: For transfers to Group Voicemail, ensure that the Leave a Voicemail for an Extension/Group Voicemail feature is enabled (Path: Call Features > Feature Code > Voicemail).

    2. In the follow-up field, select the specific destination.
  4. Click Save and Apply.

Result

  • The AI receptionist is created successfully.

  • When go back to the AI receptionist list, you can see the global status of the AI receptionist feature is displayed as Online, indicating that the feature is connected successfully and ready to answer calls.

    Note:
    • If the online status is Abnormal, an AI Receptionist Call Line Abnormal event notification will be triggered to notify relevant contacts.
    • You can hover the mouse over the status to view the reason.

What to do next

Manage Skills for an AI Receptionist