There are a variety of settings that you can adjust for Iris to fine-tune it to meet your needs. 

Create a Custom Welcome Message

If you have a preferred script that Iris should use for its introductory greeting, you can type out what you would prefer Iris to say in the Welcome message box. 

For the welcome message you create, it is recommended to include the following:

• The name of your business.
• Your company's motto if you would like to include it.
• A description of how Iris, an AI Assistant, can help handle their call.
• An ending sentence that prompts the caller to respond with what they are looking to accomplish, such as “How can I help you today?".
  

  Note: After this welcome message plays, Iris will pause and listen for what the caller is requesting. To avoid confusion, make sure Iris asks what they need. 

   

Pick a Voice for Iris

By default, Iris will use the voice, Jessica. There are many other voices that can be used instead. To preview these voices and find one that works best for you…

1. Click the voice that is currently in use.
   
2. Hover over a voice you want to preview and press the Play button that appears over their picture. 
   
3. If you are happy with a voice, select the voice. 
   

You should now see the new voice selected. 

To further see how the voice performs, click the Make a test call button at the top-right of the Settings menu. 

Add Destinations for Calls Requiring a Transfer

Some callers that interact with Iris may ask to speak with a specific department or person. You can set where calls should be forwarded when a specific person/department is mentioned.

1. In the Call transfers section of the Settings, click the Add transfer button to add a destination for transferred calls.
   
2. In the Add transfer menu, input the following:
   
   • Extension - Type the name or extension number of the name, call queue, or auto attendant that would receive the transferred call.
   • Name - Type a name for this transfer that Iris would listen for to transfer to this person/department.
3. Click the Save button. 
4. To make sure this transfer works, click the Make a test call button at the top-right of the Settings menu.

The Beta Directory Tool

Many auto attendants may use the Dial-by-Name Directory to allow callers to search for and contact a team member directly. This can also be done within Iris using its Directory feature. 

If you would like to try out this feature, click the Enable directory tool toggle.

You can click the Make a test call button at the top-right of the Settings menu, to test the functionality of the Directory in an active call with Iris.

Review and Adjust Your Business Info for Iris

Before allowing Iris to fully handle calls, it is recommended to check the Business information tab of Iris' settings to confirm the information it has for your business is thorough and up to date.

Check the following sections to make sure Iris has an accurate description of your business, its services, and your operating hours

• Training sources - If you change your business' name or your website's URL, make sure that these options are up to date.
  
  If you click the Update button to adjust these, use the Update training sources menu to have Iris retrain itself using your updated Google business profile or Website. 
  
• Business information - If needed, update the Name, Description, and Address of your business so that Iris gives callers this information accurately when asked. You can also update Iris' list of your services anytime your business adds a new product or service that callers can now request. 
  
• Opening hours - Verify that the business hours listed are correct.
  
  If you notice that these hours need to be updated, click the Update button and use the Update opening hours menu to select the days and times your business is open for.