Answering Agent
The Answering Agent picks up incoming calls to your business, answers customer questions, and books appointments — so you never miss a call when you’re busy, on another line, or after hours.
What It Does
- Answers calls with your custom greeting
- Understands what service the customer needs
- Quotes pricing from your knowledge base
- Collects customer info (name, phone, address)
- Books appointments directly into your calendar
- Transfers to you when needed, or takes a message if not
When to Use It
Use the Answering Agent if you want the AI to handle incoming calls to your business number. It works best as overflow (calls you can’t answer) or full-time after-hours coverage.
Common setups:
- Forward unanswered calls to the AI after 2-3 rings
- Let the AI handle all calls outside business hours
- Use the AI as your primary receptionist
How to Set It Up
- Go to Voice Agent → Create New Agent
- Select Answering Agent
- Enter your company name, agent name, and greeting
- Choose a voice
- Connect your calendar (optional — AI will take messages if not connected)
- Set a phone number or configure call forwarding
That’s it. Call your number to test it.
Don’t have calendar integration yet? The AI will still collect the customer’s name, phone, and service request — you just handle booking manually.
Key Settings
The Answering Agent uses the standard four-tab configuration dialog. The field unique to this type is:
Main Goal (Advanced Settings tab) Describes what the AI should try to accomplish on every inbound call. Default is to help customers and guide toward booking an appointment. Customize it to match your business — for example, to prioritize certain services or adjust tone.
For a full reference of every setting and field, see Agent Settings →
Questions? Contact support at support@nzleads.com or use the in-app chat.