AI Frontdesk: Using the Setup Assistant

Valid for: AI Receptionist, AI Chat Assistant, and AI Email Assistant (Momentum AI)

The Setup Assistant isn’t just there to help you with the initial setup. You can open it again at any time and use it for two purposes: to get explanations of features and terms without having to search the Help Centre, and to change settings by describing in your own words what you want to adjust, without having to find the relevant section in the settings yourself.

This works the same way for AI Receptionist, AI Chat Assistant, and AI Email Assistant. The following steps show you how to open and use the Setup Assistant.

Open AI Frontdesk

Log in to your IONOS account.
Click on Menu > AI Frontdesk in the title bar.
In the contract overview, click on Manage in the tile for the contract you want.

Open the Setup Assistant

Click Setup Assistant at the bottom of the navigation bar on the left. The chat opens to the right of the settings.

Ask questions

You can ask the Setup Assistant anything about your assistant. For example, you can type What are inquiries? or What can my assistant do?

Type your question in the Message the Setup Assistant… field at the bottom of the chat.
Click the arrow icon to send your message.

Note

Asking a question does not change your settings. The Setup Assistant only answers your question. It changes a setting only if you ask it to and confirm its suggestion.

Change settings

In the Message the Setup Assistant… field, describe what you would like to change, for example, Please address my customers formally.
Follow the Setup Assistant’s prompts.

Alternatively, select one of the suggestions under Ideas, such as Choose who receives summary emails or Adjust the tone: formal or informal. Under Ideas, you’ll also find What can my agent do? as a starting point for questions.

Before the Setup Assistant changes a setting, it makes a suggestion and asks you to confirm it. It then shows the updated settings on a Configuration updated card.

Note

Changes made via the chat are saved automatically. Unlike changes made in the individual sections, you don’t need to click Save in the top-right corner.

Repeat the guided setup

You don’t need to go through the entire setup dialog again just to change a single setting. Simply describe that one change. If you do want to go through the guided setup again, tell the Setup Assistant that you would like to start the setup.

The articles AI Frontdesk: Getting started with the AI Receptionist, AI Frontdesk: Getting started with the AI Chat Assistant, and AI Frontdesk: Getting started with the AI Email Assistant describe how the guided setup works for each product.

Start a new chat

Please Note

A new chat replaces the existing one, and the previous chat history is no longer available afterwards. Your settings are not affected: only the conversation with the Setup Assistant is deleted, not the changes you made.

Click the plus icon in the top-right corner of the chat.

Close the chat

Click the × in the top-right corner of the chat, or click Setup Assistant again in the navigation bar on the left.

Note

The chat complements the settings. It does not replace them. You can also configure all settings yourself in the individual sections under Settings. The article AI Frontdesk: An overview of products, channels, and the user interface explains which sections you see in your interface.