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Training And Setup

Customize voice, greeting, and message capture

Shape how Isabel sounds, what Isabel says first, and what Isabel collects when a call needs follow-up.

5 min readUpdated March 28, 2026

Choose how Isabel presents

In the customization flow, you can set the agent name, choose a voice, and decide whether background noise should be part of the experience. These controls shape the tone callers hear immediately.

  • Set the assistant name you want spoken on calls.
  • Pick the voice that best fits your brand style.
  • Use background noise only if you want a more natural front-desk feel.

Write the first message

The greeting message is the first thing Isabel says when answering a call. You can keep it simple or use built-in tags like business name, agent name, service, and time to make the message more dynamic.

  1. Open the Greeting Message step.
  2. Write a short, natural opening line.
  3. Insert tags where they make the greeting feel contextual instead of robotic.
  4. Avoid overloading the first sentence with too many details.

Decide what happens when a caller needs follow-up

You can enable message capture and choose which fields Isabel should collect, such as caller name, phone number, email, and reason for the call. You can also set where summaries are sent by email or SMS.

  • Turn on Recording Disclaimer if your business needs a spoken notice.
  • Enable Take a Message when you want structured fallback capture.
  • Require only the fields your team actually uses for follow-up.
  • Set notification destinations carefully so summaries reach the right staff inbox or phone.

Keep it practical

Every extra required field makes the call longer. Ask for the minimum information your team truly needs to follow up well.