> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Maya settings

> Overview of the Maya settings page at /receptionist/settings—Greeting, Voice, Known callers, Transfer rules, Trust & Safety, SMS fallback, and booking.

# 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](/ai-assistant/setup/set-transfer-rules) 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).

## Result / verify

Changes save automatically. To confirm a greeting change, click **Preview** on the Greeting field and listen to the playback. To verify transfer rules are working, place a test call and trigger a transfer scenario.

## Related

* [Set transfer rules for Maya](/ai-assistant/setup/set-transfer-rules)
* [Configure FAQs for the AI CSR](/ai-assistant/setup/configure-faq-for-ai-csr)
* [Hire Maya — pick an AI receptionist voice](/ai-assistant/setup/hire-maya-pick-a-voice)
* [Pause or turn off the AI CSR](/ai-assistant/using-the-assistant/pause-or-turn-off-ai-csr)