Configure Maya settings
The Maya Settings page at/receptionist/settings is where you control how Maya sounds, who she recognises, when she transfers calls, what she is allowed to say, and how she handles callers she misses. All edits auto-save when you click away from a field — there is no separate Save button.
Before you start
- You need Admin access in Servinix.
- Use a desktop browser — the page shows “Open Servinix on a desktop” on mobile.
- Navigate to AI CSR → Settings or go directly to
/receptionist/settings.
Settings sections
Greeting
A textarea (label: Greeting text) that controls how Maya opens every call. The default is “Hi, this is Maya at [your business name]. How can I help you today?” Edit the text and click Preview to hear how it sounds. Changes save on blur (when you click away).Voice
Shows the currently active AI voice — for example, Maya — warm Midwest. Click Change voice to return to the voice selection page. Swapping voice does not clear FAQs, transfer rules, or scoring history.Known callers
Three checkboxes that control how Maya treats repeat customers whose phone numbers match your Servinix customer records:| Field | Effect |
|---|---|
| Greet known callers by name | Maya matches the caller’s phone number against customer records and uses their name. |
| Use first name only | Privacy default. Maya says “Hi Sarah” instead of “Hi Sarah Park.” |
| Mention upcoming appointment when known | If the caller has a booked appointment, Maya brings it up during the call. |
Transfer rules
Checkboxes and custom rule slots that define when Maya hands a call to a live person. See Set transfer rules for Maya for the full configuration guide.Trust & Safety
Two inputs:- Plain-English rule textarea — Write a rule in plain English (for example: “Never quote firm prices on commercial jobs — transfer to Mike”). Click Add to Maya’s rules and Maya converts it into a structured guideline. You can Edit or remove active rules.
- Structural controls (four toggles):
- Pause Maya (soft kill) — Maya answers and immediately transfers to your default target. Use this to temporarily suspend bookings.
- Drop calls flagged by Twilio as spam — Maya does not pick up spam-flagged calls; the dropped count shows on the dashboard.
- Record calls — Enables call recording. In California, 2-party consent wording is locked in by default; you can edit the phrasing but not remove the consent notice.
- Maya books service requests — When off, Maya takes messages only and does not create bookings.
SMS fallback
One toggle and one text template:- SMS callers who hang up before connecting — Sends an SMS to any caller who disconnects before Maya picks up.
- SMS template textarea — Write the fallback message. Two variables are available:
{{BUSINESS_NAME}}and{{VOICE_NAME}}. The character counter shows your usage (for example: 75 / 160 chars · 1 segment).