Guides & help · Setup walkthrough

Give your receptionist the right information.

Start with one service. Add the facts callers need, choose the opening greeting, and test the result. Add departments and people only when your business needs them.

Examples are starting points, not live business information.

Replace every sample name, address, schedule, price and policy. Preview all imported text before saving. Directory CSV examples are paused by default; activate entries only after customising them.

Quick setup: three questions, about two minutes

Open AI receptionist in the portal. The Quick setup card at the top asks three things and fills in everything else from your business type — the assistant's name, the three most common services, every safety rule for your industry and the greeting. You can change any of it later under Fine-tune.

01 · Your business

Type, name, where, when

Choose your business type (hospital, real estate, salon, restaurant, hotel, resort, education or technology), enter the business name, your area and your opening hours. Callers hear these facts exactly as written.

02 · What it handles

Tick the services

The three most common services for your type are pre-ticked; untick any you do not offer or add more. Pick the language it greets in — after the greeting it follows the caller — and, optionally, a number to send callers to.

03 · Go live

Save & go live

Review the one-line summary and save. New business types are approved by Naadham within a working day; your number answers as soon as it is approved. Pick a number on the same page if you have not yet.

WhatsApp is one more click. On the WhatsApp agent page, Use your AI receptionist on WhatsApp builds the assistant from this setup — same name, greeting and services — and publishes it once your number is connected with Meta.

Fine-tune (optional) holds the full form: assistant name and greeting, per-service details and documents, common answers, rules, bookable time slots and the languages included in your plan (Starter includes any 3 of the 10 Indian languages; Growth and above include all 10).

Outreach campaigns: let the AI call your customers

Open Outreach campaigns in the portal (Growth and up, verified account). Three steps: write what the AI should say, paste who to call (name, phone, a note per person), tick the confirmation that these are your own customers, and press Save & start calling. The AI keeps one line free for incoming calls and dials the rest between the hours you set (always inside 10:00–19:00 IST). Each row then fills in with status, duration, outcome, a QA score, the transcript and the recording; download the campaign as CSV any time. Full walkthrough: Outreach campaigns guide.

Choose how the conversation opens

  1. Under Greeting language, choose the language for the opening. Read the preview.
  2. Leave Opening greeting blank to use the standard greeting. If you supply your own, write it in the intended language: custom text is spoken as written.
  3. After the greeting, the receptionist follows the caller’s language. The greeting choice does not lock the entire call.
Three steps: choose the greeting language, preview the opening, then follow the caller’s language.
Illustrated workflow. Test recognition and pronunciation on your actual phone line.

Available languages: Starter includes any 3 of the 10 Indian languages; Growth and above include all 10.

Examples for every supported service

Each editable text document includes an example description, service hours, locations, information to collect, confirmation process, limits and a sample question and answer. TXT is the simplest starting format and can be imported directly after editing.

61 service examples

Real estate

Site visit requests

Site visit requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask project/area → preferred day/time → name + phone → confirm visit request; do not promise until checked.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

Property sales enquiries

Property sales enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask buy/invest, budget, and locality → share high-level info from FAQs → offer site visit or agent.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

Rental enquiries

Rental enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask area, budget, BHK → note requirements → offer matching help / agent follow-up.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

Resale enquiries

Resale enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask locality and budget → capture brief requirements → schedule agent callback.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

New project information

New project information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask which project → answer from knowledge/FAQs only → offer site visit.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

Agent callbacks

Agent callbacks guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Take name, phone, and interest → confirm an agent will call back → thank them.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Real estate

Home loan referrals

Home loan referrals guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on listings, site visits, buying/renting, and connecting callers to an agent.
How the AI handles it
Ask if pre-approved → note bank preference if any → offer loan-desk callback; never guarantee approval.
What the AI must not promise
Never quote a final price without confirming with an agent. Never promise a site visit without checking availability. Do not share internal owner or broker phone numbers unless approved.
Hospital

Appointment requests

Appointment requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask specialty or doctor → preferred slot → name → confirm all three → create_booking only with an offered slot_id.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Doctor availability

Doctor availability guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask doctor or specialty name → check knowledge → say availability in one sentence → offer to book.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Department information

Department information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask which department → answer from knowledge/FAQs → offer appointment if relevant.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Diagnostics / lab enquiries

Diagnostics / lab enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask test type and preferred time → note it → offer callback or book if slots exist.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Report collection information

Report collection information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask patient name / report type → explain pickup hours from FACTS → offer desk contact if stuck.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Home visit requests

Home visit requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Ask service needed + preferred day/area → name + phone → take a staff callback request; do not invent availability.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Hospital

Patient reception callbacks

Patient reception callbacks guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on departments, doctor availability, appointments, visiting hours, and emergencies.
How the AI handles it
Take name, phone, and brief need → confirm staff will call back → thank them.
What the AI must not promise
Never give a medical diagnosis or prescribe treatment. Never promise an appointment without confirming the schedule. For emergencies, advise calling emergency services or coming to ER immediately.
Technology

Product demos

Product demos guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Ask use case + preferred time + contact → schedule demo callback.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Technical support requests

Technical support requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Ask brief issue + account/email if offered → reassure routing to support — no invented fixes.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Onboarding assistance

Onboarding assistance guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Ask company name + who is onboarding → note and offer onboarding callback.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Product information

Product information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Answer only from FAQs/knowledge; if unknown, say so and offer a demo.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Pricing enquiries

Pricing enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Share only FAQ pricing; otherwise offer sales callback — never invent discounts.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Account / billing support

Account / billing support guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Ask account email / invoice issue in one line → route to billing; never take card CVV.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Technology

Partnership enquiries

Partnership enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on product/support enquiries, demos, onboarding, and routing to the right team.
How the AI handles it
Ask partnership type + company → capture and promise partnership team follow-up.
What the AI must not promise
Never invent product features that are not listed. Never share internal credentials or admin access details. Do not promise SLA timelines without confirming with support.
Education

Admissions enquiries

Admissions enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Ask programme + intake period → share FAQ dates → offer counselling callback.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Course information

Course information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Ask stream/level → answer from knowledge/FAQs → offer brochure/callback.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Fees enquiries

Fees enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Share only published FAQ ranges; say final fees need confirmation from admissions.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Campus tour requests

Campus tour requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Ask preferred day → name → confirm tour request pending availability.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Class schedule information

Class schedule information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Ask programme → answer from knowledge; if unknown, offer office hours callback.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Scholarship enquiries

Scholarship enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Share FAQ eligibility only; never promise an award.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Education

Counsellor callbacks

Counsellor callbacks guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on courses, admissions, fees overview, schedules, and campus queries.
How the AI handles it
Take name, phone, programme interest → confirm counsellor will call.
What the AI must not promise
Never guarantee admission or exam results. Never quote final fees without confirming the current fee sheet. Do not collect sensitive ID documents over the phone.
Resort

Accommodation enquiries

Accommodation enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Ask dates + guests + room preference → name → check availability path; no fake confirm.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Resort

Holiday package enquiries

Holiday package enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Ask travel dates + guests → outline FAQ packages → offer booking follow-up.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Resort

Amenities information

Amenities information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Answer from FACTS/FAQs only; then ask if they want to reserve.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Resort

Event / banquet enquiries

Event / banquet enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Ask event date + guest count + type → capture for events team callback.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Resort

Spa / activity requests

Spa / activity requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Ask preferred activity/time → note request; confirm only if listed as available.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Resort

Airport transfer requests

Airport transfer requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on stays, packages, availability, amenities, and booking enquiries.
How the AI handles it
Ask flight time + guests → note transfer request with booking.
What the AI must not promise
Never confirm a booking without checking real availability. Never quote a final package price without confirming current rates. Do not promise complimentary upgrades unless listed.
Restaurant

Table reservation requests

Table reservation requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Ask covers → date → time → name → confirm reservation request; note special needs if offered.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Restaurant

Private dining enquiries

Private dining enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Ask date, guests, occasion → capture for private-dining follow-up.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Restaurant

Catering enquiries

Catering enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Ask date, guest count, venue → take callback details.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Restaurant

Menu / dietary information

Menu / dietary information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Share FAQ highlights only; never invent dishes or allergens beyond known FAQs.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Restaurant

Group booking requests

Group booking requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Ask guest count + date → route to group booking callback if large.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Restaurant

Takeaway enquiries

Takeaway enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on reservations, hours, menu highlights, and private dining.
How the AI handles it
Share hours and FAQ takeaway info; do not take card payments on the call.
What the AI must not promise
Never confirm a reservation without checking table availability. Never promise dishes that may be unavailable that day. Do not take card payments over the phone.
Hotel

Room enquiries

Room enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Ask dates + guests + room type → name → check availability; confirm only when sure.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Check-in / check-out information

Check-in / check-out information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Answer from FACTS/FAQs; offer early check-in as subject to availability.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Amenities information

Amenities information guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
List known amenities briefly; ask if they want a room.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Airport transfer requests

Airport transfer requests guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Ask flight time + guests → attach to stay enquiry.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Conference / banquet enquiries

Conference / banquet enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Ask date + headcount + setup → events callback.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Long-stay enquiries

Long-stay enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Ask duration + budget band if offered → sales callback.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Hotel

Restaurant enquiries

Restaurant enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on room booking, check-in/out, amenities, and stay enquiries.
How the AI handles it
Share hours/FAQs; offer table help if that service is offered.
What the AI must not promise
Never confirm a room without checking availability. Never quote a final rate without confirming current tariffs. Do not take card CVV or full card details over the phone.
Salon

Haircut appointments

Haircut appointments guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask preferred time + stylist if any → name → confirm appointment request.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Hair colour enquiries

Hair colour enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask colour type + time → warn it may take longer → book slot request.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Spa / massage appointments

Spa / massage appointments guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask therapy type + time → name → book.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Facial appointments

Facial appointments guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask preferred time → name → book.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Bridal enquiries

Bridal enquiries guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask event date + package interest → counselling/callback; do not final-quote custom bridal work.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Manicure / pedicure appointments

Manicure / pedicure appointments guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask service + time → name → book.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Salon

Stylist availability

Stylist availability guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on appointments, services, stylist availability, and pricing ranges.
How the AI handles it
Ask stylist name if known + time → check availability path.
What the AI must not promise
Never confirm an appointment without checking stylist availability. Never quote a final price for custom work without confirmation. Do not give medical or dermatology advice.
Vehicle service & repair (garage)

Service booking

Service booking guide: hours, request details, handoff rules and an example answer.

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Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask vehicle + service type → preferred day/time → name → confirm booking request.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Repair & diagnosis

Repair & diagnosis guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask vehicle + problem → offer inspection slot → name → confirm; price after inspection.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Price / estimate enquiries

Price / estimate enquiries guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask vehicle + job → give listed price or range → offer inspection for a firm estimate.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Vehicle status updates

Vehicle status updates guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask registration number → hand to the team for the live status; never guess.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Spare-part approvals

Spare-part approvals guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask which estimate → ask them to tap Approve or Decline on the estimate message.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Pick-up & drop requests

Pick-up & drop requests guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask address area + preferred time + vehicle → name → confirm request.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.
Vehicle service & repair (garage)

Accident / insurance repair

Accident / insurance repair guide: hours, request details, handoff rules and an example answer.

Download example · TXT
See what belongs in this document
Service information
Focus on service bookings, repair estimates, pick-up/drop and spare-part approvals.
How the AI handles it
Ask vehicle + damage + insurer → offer inspection → never promise claim approval.
What the AI must not promise
Never replace or add a part without the customer's approval. Never quote a final repair price before the vehicle is inspected. Never promise a delivery time the workshop has not confirmed.

Import a supporting document

  1. Download the closest example. Replace sample facts with your approved business information and save the file.
  2. In AI receptionist → Services & knowledge, select the service and open its card.
  3. Expand Add supporting documents (optional) and select your file.
  4. Review and correct the extracted text. Importing does not save or publish it. Remove irrelevant content and confirm names, hours and policies.
  5. Choose the document’s review / expiry date in the form. A date typed inside a file does not set this field automatically. Expired documents stop being used.
  6. Save the receptionist setup. Check the confirmation message and resolve any approval or voice-sync issue before relying on the change.
Select a service, import and review the document, then set its expiry and save.
Illustrated workflow using the portal’s control names.
File formats and limits
  • TXT or Markdown: clear headings and short factual paragraphs.
  • PDF: selectable text. Scanned images need conversion to text first; image-only PDFs are not a reliable source for this importer.
  • Word: .docx files, not legacy .doc files. Keep tables simple.
  • Spreadsheets: .csv or .xlsx with clear column headers. Avoid merged cells and review what was extracted.
  • Up to 5 MB per file and 3 documents per service. Each reviewed document must fit within 12,000 characters. Combined service context is also bounded; split or shorten oversized material.
  • The importer retains reviewed text, not the original file. Keep your original documents elsewhere.
Which upload belongs where?
  • Service documents: published menus, enquiry guides, approved service policies and location information. Add them to the matching service card.
  • Directory CSV: structured locations, departments and people. Use Locations & team, not the service document importer, when you want editable directory entries.
  • Business verification: genuine registration/identity documents belong in Verification. The examples here are not verification documents.

Use public-facing business facts. Do not upload patient records, private customer lists, passwords or internal HR files.

One location today. Many teams tomorrow.

A small business can keep its hours and service details in AI receptionist. Use Locations & team when you need shared branch or staff information. These entries do not create staff logins; use Portal access for that.

  1. Add location: name, address and opening hours.
  2. Add department: link its location and select the services it supports.
  3. Add person: link the department and location where relevant. Leave hours inherited unless this person works a different schedule.
  4. Save entry: review the confirmation. Uncheck “Available to the receptionist” to pause an entry. Pausing a department also prevents its linked people being offered.
Central branch location links to General medicine department, which links to a doctor. Shared schedules can be reused.
Hospital example. Use the same structure for property teams or salon stylists.

Hospital directory example

One sample location, one department and one person, all paused. Customise before using.

Download example · CSV

Real estate directory example

One sample location, one department and one person, all paused. Customise before using.

Download example · CSV

Salon directory example

One sample location, one department and one person, all paused. Customise before using.

Download example · CSV
Bulk updates without recreating people
  1. Expand Manage many entries with a spreadsheet. Download the current directory to keep the existing references.
  2. Edit the spreadsheet. Keep each id unchanged. Use location, department or person for kind. Link entries with location_ids and department_ids; separate several references with |.
  3. Preview a UTF-8 CSV: at most 1 MB and 500 rows per upload. Split larger exports into batches, keeping the header. Import locations and departments before people when splitting linked records.
  4. Review each new or updated entry, then apply. An omitted row stays unchanged; an omitted column keeps its saved value; a blank cell clears it. Set active=false to pause.
  5. If someone edited the same entries after preview, refresh and preview again instead of overwriting their changes.

The directory supports up to 10,000 entries per business. Availability information is not a booking calendar.

Naadham AI and Naadham SI

Naadham SI is the same product as Naadham AI, built and operated by Vistraal Private Limited at naadham.ai. SI receptionist and super intelligence receptionist are Naadham branding for its existing AI receptionist capabilities, not claims of verified general or superhuman intelligence. These setup instructions apply to both names. Read the product and brand explanation.

Confirmed bookings, requests and external calendars

Naadham can confirm a booking against configured available slots when the reservation succeeds. If no matching slot is available or the booking cannot be confirmed, it records a request for staff. Directory hours, documents and temporary availability notes provide information; they do not create bookable slots or automatically synchronize an external calendar or hospital system.

Review booking assistant features and test both a confirmed reservation and an unavailable-slot request during onboarding.

Keep changing availability fresh

For a doctor, stylist or advisor, edit the person in Locations & team and expand Temporary availability update. Enter the change, optional start date and required expiry. For a service-wide change, use the service card’s temporary update instead.

Example: a one-day doctor schedule

“Dr Example is available at Central branch from 10am–1pm today. Reception must confirm appointment requests.” Choose today for both start and expiry, replace the example with the real schedule, then save.

Dates follow the business region. Expired or future updates are excluded from current answers. An expired note does not mean someone is free. There is no automatic hospital-system or calendar sync in this workflow.

Daily update worksheet · TXT Common questions template · TXT

Before answering real callers

Something does not look right?
The document has no usable text
Use selectable text or a plain-text version. Shorten the document if it exceeds the text limit.
The receptionist uses old information
Check that the change was saved, the entry is active, dates cover today and the save message reports no voice-sync failure. Retry a failed sync before relying on the update.
A person does not appear
Check their department/location references, active status and whether the department supports a selected service. Search by the exact saved name.
My number is not answering
Check account approval, verification and number allocation first. Setup documents alone do not enable calling. Contact support with the number and call time if the line still fails.

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