Communications
Talking to workers, participants and the people who call you.
4 guides · 31 steps · 7 screenshots
Messages
One-to-one messaging between the office and staff inside Rostery. Office staff use it to send quick messages to workers, who get a notification on their phone and reply from the Messages screen in the mobile app.
AI Receptionist
The inbox for every enquiry the AI receptionist captures by phone, voicemail, SMS or website chat. Intake and office staff use it to see who needs a call back, read transcripts and recordings, and track each lead through to conversion.
Receptionist Setup
Where an admin sets up the AI phone receptionist: switching it on, connecting your Twilio number and teaching it what to tell callers. Open it with the Settings button on the AI Receptionist page, or from Settings, AI Receptionist.
Chatbot
The chat widget on your public website, which answers visitors' questions using your AI receptionist's knowledge and saves each enquiry as a web-chat lead. Admins switch it on and add it to the site, and office staff follow up the leads.
About Communications
Rostery keeps conversations next to the records they are about. Messages reach support workers on their phones, and they reply from the mobile app.
The AI receptionist answers your phone, voicemail, SMS and website chat, and turns each enquiry into a lead the office can follow up, with the transcript attached. The website chatbot uses the same knowledge, so a visitor gets the same answer as a caller.
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