How it works

How to provide your receptionist with knowledge

Upfirst works out-of-the-box. But it gets even better when you add knowledge.

1. Add what your receptionist needs to know

Drop in descriptions of your services, pricing, hours, or anything else you usually explain on calls.

Upfirst AI receptionist setup screen showing how a real estate agent can add info about showing availability and buyer/seller services.
2. Write simple instructions

You can guide how your receptionist behaves with simple instructions like, "Always confirm whether a caller is a new or existing customer before booking an appointment."

Call transfer rule setup for a real estate agent, showing how to forward tour requests or property inquiries to a mobile number.
3. Let AI handle your calls

Your receptionist will use your instructions and business context to guide every conversation. You can make edits or remove info at any time.

AI receptionist greeting an incoming call for Lemon Tree Real Estate, demonstrating 24/7 answering service for realtors.

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Do I need to add knowledge for the receptionist to work?

Open FAQ

Creemos que cada bufete de abogados merece un manejo profesional de las llamadas. Los planes comienzan en 24,95$ al mes para 30 llamadas, mucho menos que los servicios de contestador tradicionales. No hay compromisos a largo plazo: actualiza, reduce de categoría o cancela en cualquier momento.

What kind of information can I add?

Open FAQ

You can include anything a real receptionist would need to know: details about your services, pricing, policies, operating hours, intake questions, or follow-up instructions. You can also add custom directions, like when to book a call, when to take a message, or what not to say.

Is there a limit to how much I can add?

Open FAQ

We don't limit your knowledge base. Add as much as you need to help your receptionist answer calls successfully.

Can the receptionist use content from my website?

Open FAQ

Yes. Just paste in a URL, and it will automatically read and summarize the content for use during calls.

Will the receptionist say things exactly as I write them?

Open FAQ

Only if you want it to. You don’t need to write full scripts. You can jot down shorthand or quick notes, and the receptionist will deliver polished, professional responses.

Do I need to provide content in multiple languages?

Open FAQ

No. You can write everything in the language you’re most comfortable with. The receptionist will automatically translate into the caller’s language in real time.

Do I have to teach it about my industry?

Open FAQ

No. The AI that powers your receptionist has been trained on hundreds of thousands of books, articles, and websites. If you want it to act like an expert in your field, just say so—and it will. Or, if you prefer it to stick to basic receptionist tasks and not offer advice, that’s fine too. You’re in control of how it shows up on calls.

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