The initial greeting is the first thing new callers hear when they reach your AI agent. This article explains how to create an effective opening.
What Is the Initial Greeting?
The initial greeting plays when someone calls for the first time or when the caller isn't recognized as an existing customer. It sets the tone for the entire conversation.
Setting Your Initial Greeting
- Go to AI Config > Greetings
- Find the Initial Greeting card
- Enter your greeting text
- Click Save Changes
Available Variables
Personalize greetings with these variables:
Example Greetings
Simple and Professional
Hi, this is {{ai_agent_name}} from {{business_name}}. How can I help you today?
Warm and Welcoming
Hello and thank you for calling {{business_name}}! I'm {{ai_agent_name}}, your virtual assistant. What can I do for you?
Efficient and Direct
{{business_name}}, {{ai_agent_name}} speaking. How may I assist you?
Greeting Best Practices
Keep It Brief
| Variable | Replaced With |
|---|---|
{{ai_agent_name}} |
Your agent's name |
{{business_name}} |
Your business name |
{{location_name}} |
The location name |
Long greetings frustrate callers who want to get to their question quickly. Aim for 2-3 sentences maximum.
Introduce the AI Naturally
Letting callers know they're speaking with an AI assistant helps set expectations.
Include Your Business Name
This confirms callers reached the right place.
End with an Open Question
"How can I help you?" invites the caller to state their needs.
Testing Your Greeting
After saving:
- Click the preview button to hear the greeting
- Make test calls to experience it live
- Adjust wording if needed