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Setup / 3 min

Set your assistant name and tone

Name your assistant, write its greeting, and choose how it sounds.

  1. 1

    Open Identity

    Go to Settings, AI Agent, then Identity. Set the assistant name and the greeting callers hear first.

  2. 2

    Set the tone

    Open Personality and choose how you want to sound, for example professional, friendly, or casual.

  3. 3

    Save and test

    Save, then place a quick test call to hear the greeting and tone together.

Notes

  • A short, warm greeting works better than a long script. Lead with your business name.
  • Tone does not change what Catchdesk knows. Update Knowledge for that.