Callers, setup and testing · Autessa AI Receptionist
Caller pages
Autessa AI Receptionist keeps a caller page for every number that calls or texts your main line: its call history, the name and company your team confirmed, private notes, and block or unblock. The AI receptionist uses the confirmed name as its best guess next time and asks the caller to confirm it.
The problem it solves
Who is this, and have they called before?
Without caller history, every call starts cold and the same caller gets three different spellings across three messages. One page per number gives your team the full picture, and lets them fix a name once so the receptionist gets it right from then on.
What you get
- Callers lists everyone who has called or texted, one row per number, with calls count and last call.
- Badges show Blocked, Test number, and Confirmed when a teammate saved the name.
- Each caller page lists every call from that number with the name they gave, reason, category and outcome.
- Fix the name and company once; the receptionist uses it as its guess and confirms it on the next call.
- Private notes, up to 2,000 characters, that the receptionist never reads to callers.
- Mark a number as a teammate's test number, and earlier calls are retagged.
How it works
How does caller pages work?
Find the caller
Search names, companies and numbers (three or more digits) on Callers.
Open their page
See every call from the number and how each was handled.
Confirm who it is
Set the name and company. The receptionist will ask "Am I speaking with…?" next time.
Add notes or block
Add private notes, mark it as a test number, or block the number.
Every option
Caller page fields
| Option | What it does |
|---|---|
| Name | Up to 120 characters. Used as the receptionist's guess, always confirmed with the caller. |
| Company | Up to 120 characters. |
| Notes | Up to 2,000 characters. Only your team sees these. |
| This is a teammate's test number | Keeps calls out of stats, summaries and memory. Saving retags earlier calls. |
| Block number / Unblock number | From the page header. |
| Calls from this number | When, Name they gave, Reason, Category (with Urgent), Receptionist. All sortable. |
| Callers list columns | Caller, Number, Company, Calls, Last call, Status. Newest call first. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Anyone the app is shared with | Search callers, edit name, company and notes, mark test numbers, block and unblock. |
| The receptionist | Read the confirmed name and company as a guess; never the notes. |
Questions
Questions about caller pages
Does the AI receptionist keep caller history?
Yes. Every number that calls or texts gets a caller page with all its calls, the name and company your team confirmed, private notes, and block or unblock.
Does the receptionist read my notes?
No. Notes are only for your team and are never read to callers.
If I fix a caller's name, will the receptionist use it?
Yes, as its best guess. It still asks "Am I speaking with…?" before assuming.
100% customizable, code and all
Make Autessa AI Receptionist fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours