Clara works the moment you switch it on. But it gets noticeably better the more you tell it about your business and how you like to talk to your customers. Think of it like briefing a new receptionist on their first day - the more context they have, the more they sound like part of the team.
Everything here lives in one place: open Clara and go to Settings → Receptionist.
Why it makes such a difference
Clara uses what it knows about you to decide what to say, which questions matter, and how to handle the calls you’d rather not lose. Tell it very little and it does a solid, general job. Tell it how your business actually works and it starts answering the way you would.
The goal is simple: the more you share, the better Clara performs.
What to tell Clara
Go to Settings → Receptionist and fill in as much as you can:
- What you specialise in - the work you want more of, so Clara leans into it. For example, “We mainly do emergency boiler repairs and bathroom installations.”
- What you don’t offer - so Clara never promises a caller something you’d never take on. For example, “We don’t do commercial jobs or work on weekends.”
- How you talk to customers - friendly and casual, calm and reassuring, straight to the point. This shapes Clara’s tone so it sounds like you, not a script.
- The things customers always ask - your call-out fee, your service area, how soon you can get to them. If you find yourself answering the same question on every call, tell Clara the answer once.
Keep it up to date
Your business changes, and Clara should change with it. Started offering a new service? Stopped covering a certain area? Heading into a busy season? Pop back into Settings → Receptionist and update the details. It takes a minute and every call after that reflects it.
Train the rest of your receptionist too
“Training” Clara isn’t just the business details. These settings work together, and each one teaches Clara a little more about how you want calls handled:
- Customise your greeting so the first thing callers hear sounds like your business
- Customise the questions Clara asks so every call comes back with exactly what you need
- Choose Clara’s voice to match your brand
The businesses that get the most from Clara are the ones that take ten minutes to set all of this up properly.
Still need help?
If you’re not sure what to put or want a second opinion on your setup, reach us at [email protected] and someone from our team will help.