{"id":18698,"date":"2025-05-23T11:42:50","date_gmt":"2025-05-23T16:42:50","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18698"},"modified":"2026-05-17T06:24:14","modified_gmt":"2026-05-17T11:24:14","slug":"how-to-edit-your-bookipi-ai-receptionist","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/how-to-edit-your-bookipi-ai-receptionist\/","title":{"rendered":"How to edit your Bookipi AI Receptionist"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Discover how to easily edit your AI receptionist with these simple steps.<\/h2>\n<h2 id=\"h_70ca915a2e\">How to edit your Bookipi AI Receptionist<\/h2>\n<p class=\"no-margin\">If you need to update your AI receptionist and improve the accuracy of its responses, simply follow the steps below.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_168e32d684\"><b>Step 1:<\/b> Click<b><i> \u2018Receptionist\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Receptionist\u2019 <\/i><\/b>from the left panel of your dashboard.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/a79ef82e4e8e94b59dcf1e73abd7667f66f148cdfd6f029d8d2f51ff18326df4.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_724fb23596\"><b><i>Step 2:<\/i><\/b> Edit Your AI Receptionist<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Edit\u2019<\/i><\/b> on the far-right side of your AI Receptionist\u2019s name.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/2795b35ff51b891ab04dad7919a42cc454862ebdab0e05ed0933e59f487f8081.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_b6ddae4df2\"><b>Step 3:<\/b> Update Your Receptionist Details<\/h3>\n<p class=\"no-margin\">Select the section you want to edit.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/87f0f8bae8d119bd6105fe5871a74dbb87dd176ab189f535313afd5ff9882696.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Alternatively, you can click <b><i>\u2018Edit with AI\u2019<\/i><\/b> in the receptionist editor to chat with the AI and get help updating your receptionist\u2019s information.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/d02b38116d343c06a85a16b69950adf369fdd05da471347cca78347e66354bf8.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<ul>\n<li>\n<p class=\"no-margin\"><b>Persona<\/b><\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">In the <b>Persona<\/b> section, you can personalize your receptionist by assigning a name and choosing your preferred voice and tone.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/b3d39c7d220b08b7a707a5e7755f2b0962071205307cf92b62a6b2e33f6f4eb5.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Click <b><i>\u2018Next\u2019<\/i><\/b> to proceed to the next section.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/a764a1a5ec89a09c6a9b86d09b3f970fcb39a1f7f3c28158964f341c6e6a9a5d.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<ul>\n<li>\n<h4 id=\"h_85bf571db8\">Knowledge<\/h4>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">In the <b>Knowledge<\/b> section, you can update the information your receptionist uses to provide accurate responses during customer calls. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">You can also click <b><i>\u2018Add\u2019<\/i><\/b><i> <\/i>in the <b>Knowledge Setup<\/b> area above the tabs to provide a website link or upload documents, allowing the AI to automatically populate your receptionist\u2019s knowledge base.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/c3c6880c3df7b06d76616f538bb343c0f91b000762e21917403b5a58ae867f24.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The <b><i>\u2018Information\u2019<\/i><\/b> tab includes your business name, description, industry, and business hours. <\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/c5fa05646bf28576189eadac426fe34c6a39b356b6d7f5d3362c47b290b8635f.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The <b><i>\u2018FAQ\u2019<\/i><\/b> tab lets you add frequently asked questions to help your receptionist provide more accurate answers.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/8af2949aa799d0eea490c9172d3e7a6d96cddec5f4820013d58cf8738e2978d4.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The <b><i>\u2018Conversation\u2019<\/i><\/b> tab allows you to customize callback names, greetings, and fallback responses for questions your receptionist cannot answer.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/65a00ba19aeba1d28db5fae1533cea5f288d27f5e618fc0c3584a7adc3897597.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Click <b><i>\u2018Next\u2019<\/i><\/b> to continue.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/4a2a958f671d159cb4b73c8110c256a3eec3a9121d6db1627f638a29f49ab6e7.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<ul>\n<li>\n<h4 id=\"h_db5ed39b1e\">Actions<\/h4>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">In the <b>Actions<\/b> section, you can configure how your receptionist handles calls.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/49d0160da7e8389b27034ed4dcb4d67ba938769169c3951b51ba029e0b718906.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 12\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The<b><i> \u2018General\u2019 <\/i><\/b>tab allows you to enable scheduling, which automatically adds appointments to your Bookipi Scheduler.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/531b1fee24d30f36b05eb58fb5a0f8c6d09262a374739abd55a1e7e3ac97f510.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 13\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The <b><i>\u2018Data Collection\u2019<\/i><\/b> tab lets you define the information you want to collect from customers during calls.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/413556078c96acd8fb004587851a0d2c1364887b2c0b73b77d5a03a2bc865fe4.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 14\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_bf22231e0b\"><b>Step 4:<\/b> Save and Test<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Save and test\u2019<\/i><\/b> to test your receptionist. <\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/32b4210935ca55b129ad0d3dd9236cf99233860e7e6de0498489d29b05e11ffd.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 15\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Then, click <b><i>\u2018Call\u2019<\/i><\/b> to begin a test conversation with your AI Receptionist.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/a02c4f7b0d1f075edd6ad4d5824250b779e95bcf1fd3faed72a7780763d5788a.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 16\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To make additional changes, use the back arrow in the upper-left corner to return to the editing page and update your information.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/52d63880ec3b6ad0c7f356c860e2f53f69d6b7bcb924166effd67618e7401bed.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 17\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_c1b8191bdb\"><b>Step 5:<\/b> Publish Your Receptionist<\/h3>\n<p class=\"no-margin\">When you are ready, click <b><i>\u2018Publish\u2019 <\/i><\/b>in the top-right corner of the page to launch your AI receptionist.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/8f4f434b72a5ee7242276b4ee9fcf0b6f3d425d4955623b3ffadb81a5557705f.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Bookipi AI Receptionist - 18\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_a9ad1a12b8\">FAQs about how to edit your Bookipi AI Receptionist<\/h2>\n<h3 id=\"h_461aab150d\">Q: How can I start fresh with my AI Receptionist?<\/h3>\n<p class=\"no-margin\">A: While there\u2019s no delete option, you can unpublish your AI Receptionist, update the information, and then publish it again with the new details.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_22c94d0dec\">Q: How do I test if my edits are working correctly?<\/h3>\n<p class=\"no-margin\">A: From the editing page, head to the <b>Test<\/b> section and click <b><i>\u2018Call\u2019<\/i><\/b> to start a simulated conversation with your AI Receptionist and see how your updates are working. Once you\u2019re satisfied with the results, click <b><i>\u2018Publish\u2019 <\/i><\/b>to apply the changes.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_0a542d1444\">Q: Can I make changes to my AI receptionist without unpublishing it?<\/h3>\n<p class=\"no-margin\">A: Yes, just make sure to click <b><i>\u2018Publish\u2019<\/i><\/b> to apply and launch any changes you\u2019ve made.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_706720a63a\">Q: Why does the AI Receptionist give different answers to the same question?<\/h3>\n<p class=\"no-margin\">A: That\u2019s expected. AI responses can vary slightly each time, but the overall meaning should remain consistent. If you notice conflicting answers, please review the information provided. If issues persist, please reach out to us at <a target=\"_blank\" class=\"intercom-content-link\">support@bookipi.com<\/a> so we can help.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_a2b04fcce3\">Discover more tutorials for Bookipi Invoice on Web v2<\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\">Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Discover how to easily edit your AI receptionist with these simple steps.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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