Guides

How to set up the AI receptionist on a number

The AI receptionist answers calls to one of your CloakMe numbers, follows your instructions, takes messages and, with FlashElves connected, books meetings on your real free time.

Step by step

  1. 1
    Open the number

    Go to My Numbers and choose the number.

  2. 2
    Turn on AI

    In the AI assistant card, switch on AI calling (“Use AI for calls addressed to this number”).

  3. 3
    Open AI setup

    Choose Open AI setup.

  4. 4
    Choose who answers

    Under “When other people call”, choose AI receptionist. Choose Ring my phone normally to keep calls going to your iPhone and voicemail.

  5. 5
    Choose what it can do

    Under “What your AI can do”, switch on the tools you want: Make calls, Search the web and Communicate with FlashElves (when installed).

  6. 6
    Write the instructions

    In Receptionist instructions, describe in plain words how calls should be handled: the name to answer as, what to book, what to ask for, what counts as urgent. Restore recommended brings back the default text.

  7. 7
    Save

    Choose Save changes. New calls to the number use the new settings.

Good to know

  • The AI assistant is in early access. If you don't see AI settings, write to support@cloakme.io to have it turned on for your account.
  • If a caller asks whether they are talking to an AI, it says yes. It wraps up politely and hangs up when the call is done.
  • Switch AI calling off at any time: calls then ring your phone normally and your saved AI settings are kept.

More guides

Questions? See the FAQ or write to support@cloakme.io.

Give your AI a phone number.

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