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  • Male voice: Professional, confident tone

Both voices are designed to sound natural and professional.

Custom Greeting

Set a personalized greeting that callers hear first.

Good examples:

Thank you for calling Sunshine Dental. How can I help you today?
Hi, you've reached Mike's Plumbing. What can I do for you?
Welcome to Bella Salon. How may I assist you?

Tips for great greetings:

  • Keep it under 15 seconds
  • Mention your business name
  • Be warm and welcoming
  • End with a question to engage the caller
  • Avoid overly formal language

Business Information

Help your AI agent provide accurate information about your business.

Basic Details

Go to Business Information and fill in:

Business Name:

  • Your official business name
  • How customers know you

Address:

  • Street address
  • City, State, ZIP
  • Helps with location-based questions

Phone Number:

  • Your main business line
  • For reference in conversations

Timezone:

  • Critical for appointment booking
  • Ensures correct time references

Why This Matters

Your AI agent uses this information to:

  • Answer “Where are you located?”
  • Provide directions
  • Schedule appointments in the correct timezone
  • Give accurate business hours

Training Your Agent

Teach your AI receptionist about your business, services, and policies.

Website Scraping

The fastest way to train your agent:

  1. Go to Training Sources
  2. Enter your website URL
  3. Click “Scrape Website”
  4. Your agent automatically learns:
    • Services you offer
    • Pricing information
    • About your business
    • Contact details
    • FAQs

Best practices:

  • Keep your website updated
  • Include clear service descriptions
  • Add an FAQ page
  • List pricing when possible

Business Description

Tell your agent about your business in your own words:

Example for a salon:

We're a full-service hair salon specializing in cuts, color, 
and styling. We've been serving the community for 15 years. 
Our experienced stylists stay current with the latest trends 
and techniques. We use premium products and offer a relaxing, 
welcoming atmosphere.

Example for a plumbing company:

We're a licensed and insured plumbing company serving 
residential and commercial clients. We handle everything 
from emergency repairs to new installations. Available 
24/7 for emergencies. All work is guaranteed.

Services & Pricing

List what you offer and how much it costs:

Detailed format:

Services:
- Haircuts: $45-$65 (varies by stylist)
- Color: Starting at $85
- Highlights: Starting at $120
- Special event styling: $75-$150
- Hair treatments: $35-$75

We also offer:
- Complimentary consultations
- Product recommendations
- Loyalty rewards program

Simple format:

We offer plumbing services including:
- Leak repairs
- Drain cleaning
- Water heater installation
- Pipe replacement
- Emergency services

Call for a free estimate.

Business Hours

Be specific about when you’re open:

Standard hours:

Monday-Friday: 9:00 AM - 7:00 PM
Saturday: 9:00 AM - 5:00 PM
Sunday: Closed

Holidays: Closed on major holidays

Variable hours:

Monday-Wednesday: 10:00 AM - 6:00 PM
Thursday-Friday: 10:00 AM - 8:00 PM
Saturday: 9:00 AM - 5:00 PM
Sunday: 11:00 AM - 4:00 PM

Extended hours during holiday season (Nov-Dec)

24/7 service:

Office hours: Monday-Friday, 8:00 AM - 5:00 PM
Emergency service: Available 24/7
Weekend appointments: By request

Additional Information

Add any other important details:

Policies:

- 24-hour cancellation policy
- Late arrivals may need to reschedule
- Payment due at time of service
- We accept cash, credit, and checks

Special notes:

- Free parking in rear lot
- Wheelchair accessible
- Walk-ins welcome (subject to availability)
- First-time client discount available

Industry Selection

Choose your industry to help your agent understand your business context:

Available industries:

  • Appliance Repair
  • Automotive
  • Construction
  • Electrical
  • HVAC
  • Plumbing
  • Roofing
  • Landscaping
  • Cleaning Services
  • Real Estate
  • Legal Services
  • Medical/Healthcare
  • Dental
  • Veterinary
  • Restaurant
  • Retail
  • Other

This helps your agent:

  • Use industry-appropriate terminology
  • Understand common customer questions
  • Provide relevant information
  • Handle industry-specific scenarios

Appointment Settings

Configure how your agent handles appointment requests.

Enable Estimates

For service businesses that provide quotes:

  1. Enable “Allow Estimates”
  2. Add estimate information:
We provide free estimates for most services. 
An estimate typically takes 30-45 minutes. 
We can schedule an estimate visit at your convenience.

Sales & Service Mode

Enable if you handle both sales inquiries and service requests:

  • Helps agent distinguish between new customers and existing clients
  • Routes calls appropriately
  • Provides relevant information based on caller needs

Advanced Configuration

Auto-Scrape Website

Keep your agent’s knowledge current:

  1. Enable “Auto-Scrape Website”
  2. Your agent automatically checks your website weekly
  3. Updates its knowledge with new content
  4. No manual updates needed

Recommended for:

  • Businesses with frequently updated websites
  • Seasonal businesses with changing offerings
  • Companies that regularly add new services

Custom Responses

Train your agent to handle specific questions:

Example: Parking

Q: Where do I park?
A: We have free parking in the lot behind the building. 
   Enter from Oak Street. If the lot is full, there's 
   street parking available on Main Street.

Example: Payment

Q: What payment methods do you accept?
A: We accept all major credit cards, debit cards, cash, 
   and checks. We also offer financing options for 
   larger projects.

Testing Your Configuration

After making changes, test your agent:

  1. Call your TawkBase number
  2. Ask questions about:
    • Business hours
    • Services offered
    • Pricing
    • Location
    • Appointments
  3. Listen to the responses
  4. Check for accuracy
  5. Make adjustments as needed

Common Test Scenarios

Basic information:

  • “What are your hours?”
  • “Where are you located?”
  • “What services do you offer?”

Appointment booking:

  • “I’d like to schedule an appointment”
  • “Do you have availability next Tuesday?”
  • “Can I book for this weekend?”

Pricing:

  • “How much does [service] cost?”
  • “Do you offer any discounts?”
  • “What’s included in the price?”

Transfers:

  • “I need to speak with someone”
  • “Can I talk to the manager?”
  • “This is an emergency”

Best Practices

Keep Information Current

  • Update business hours for holidays
  • Add new services as you offer them
  • Remove discontinued services
  • Update pricing when it changes

Be Specific

Instead of:

We're open most days

Use:

Monday-Friday: 9 AM - 6 PM
Saturday: 10 AM - 4 PM
Sunday: Closed

Use Natural Language

Write how you’d speak to a customer:

Instead of:

Services rendered include but are not limited to...

Use:

We offer haircuts, coloring, styling, and treatments.

Provide Context

Help your agent understand when to use information:

For new clients: We offer a 20% discount on first visit
For returning clients: Ask about our loyalty program
For large projects: We provide free estimates

Monitoring & Improvement

Review Call Transcripts

  1. Go to Call History
  2. Read transcripts of recent calls
  3. Look for:
    • Questions your agent couldn’t answer
    • Incorrect information
    • Opportunities to improve responses

Update Based on Feedback

  • Add missing information
  • Clarify confusing responses
  • Expand on common questions
  • Remove outdated details

Track Performance

Monitor these metrics:

  • Call completion rate
  • Appointment booking success
  • Customer satisfaction
  • Common questions

Need Help?

Next Steps