Customizing your AI receptionist's training guide
The training guide is where you can add information and instructions to make your Dialzara AI receptionist work exactly the way you want.
The information and goals you provided during the setup process when you create your account are used to create a default training guide.
By adding to the training guide, you can customize your AI receptionist's behavior.
Your agent will start with some default sections: Role and Goal, About The Company, Constraints, Example Call Flow, and FAQS
You can edit these sections however you would like to meet your requirements. You can also add new sections just by typing them in.
Using Markdown format when adding information helps your AI receptionist clearly understand instructions.
Markdown is an incredibly powerful tool for formatting text when working with AI. You can read about it here.
TIP: Ask tools like Grok, Claude and ChatGPT to help you make edits that are automatically Markdown formatted.
Your AI receptionist CAN transfer phone calls, but these instructions should not be set in the training guide.
Adding specific instructions for transfering calls in the training guide will can cause the agent to get confused and not transfer the call. Refer to the Setting Up Call Transfers article for specific instructions on enabling your agent to transfer calls.
Your AI receptionist is trained to stick to its training guide. If a caller asks about something that isn't in the training guide, your receptionist will:
Collect the caller's information for followup
(If call transfers are enabled) Offer to connect the caller with someone who can help.
Your AI receptionist is trained to stick to its training guide. If a caller asks about something that isn't in the training guide, your receptionist will:
Politely refocus the conversation (if the caller is a telemarketer, or calling about something not relevant to its goals)
Politely end the call if unable to refocus the conversation.
Start simple: Begin with adding your most frequently asked questions
Be specific: Write clear instructions for how you want calls handled
Update regularly: Keep your training guide current with your latest information
Test different approaches: Try different instructions to find what works best for your business
The information and goals you provided during the setup process when you create your account are used to create a default training guide.
By adding to the training guide, you can customize your AI receptionist's behavior.
Adding information to the training guide
Your agent will start with some default sections: Role and Goal, About The Company, Constraints, Example Call Flow, and FAQS
You can edit these sections however you would like to meet your requirements. You can also add new sections just by typing them in.
Using Markdown format when adding information helps your AI receptionist clearly understand instructions.
Markdown is an incredibly powerful tool for formatting text when working with AI. You can read about it here.
TIP: Ask tools like Grok, Claude and ChatGPT to help you make edits that are automatically Markdown formatted.
What NOT to include in the training guide
1. Call transfer instructions
Your AI receptionist CAN transfer phone calls, but these instructions should not be set in the training guide.
Adding specific instructions for transfering calls in the training guide will can cause the agent to get confused and not transfer the call. Refer to the Setting Up Call Transfers article for specific instructions on enabling your agent to transfer calls.
What if the AI receptionist is asked about something that's not in the training guide?
Your AI receptionist is trained to stick to its training guide. If a caller asks about something that isn't in the training guide, your receptionist will:
Collect the caller's information for followup
(If call transfers are enabled) Offer to connect the caller with someone who can help.
Handling unwanted spam calls
Your AI receptionist is trained to stick to its training guide. If a caller asks about something that isn't in the training guide, your receptionist will:
Politely refocus the conversation (if the caller is a telemarketer, or calling about something not relevant to its goals)
Politely end the call if unable to refocus the conversation.
Best practices
Start simple: Begin with adding your most frequently asked questions
Be specific: Write clear instructions for how you want calls handled
Update regularly: Keep your training guide current with your latest information
Test different approaches: Try different instructions to find what works best for your business
Updated on: 27/03/2025
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