Skip to main content

Set or update the Default Greeting - Admin Panel

Purpose: This article explains how to create or edit the message that callers hear by default before AI takes over.

Steps

  1. Go to Admin → Copilot Settings.

  2. Click Edit.

  3. Find Default Greeting.

  4. Enter the greeting text you want callers to hear.

  5. Click Save.

  6. Place a test call to confirm the new greeting is spoken.

What callers will hear

  • The default greeting plays for all calls when there is no active temporary override.

  • When an override exists, callers hear the override greeting during its time window. After the window ends, the default greeting returns automatically.

Tips and good practices

  • Start with a friendly welcome and your organization name.

  • State the main options or next step in simple language.

  • Avoid long pauses and complex sentences.

  • If you support multiple languages on other lines, mention the correct path briefly.

  • Review the message every quarter to keep it current.