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

# Set up your front desk

> Give your front desk a name and a voice, choose what it can do, decide when it hands over, and try it before any customer sees it.

Everything about how your front desk behaves lives on **Front desk → Agent**. The page has four tabs — **Overview**, **Abilities**, **Handover** and **Display** — with a live preview on the right that answers from your settings as you change them.

## The quickest start: from your website

At the top of **Overview**, enter your website address (for example `https://yourbusiness.ae`) and click **Set it up**. Taskezy reads your site and fills in every field for you — the kind of business, what you do, a name, a first message and a voice.

Nothing is saved until you click **Save**, so read it through and change anything you like first. No website? Click **Describe your business instead**.

## Overview — who it is

<Steps>
  <Step title="Your business">
    Pick **What kind of business is this?** — the starting point sets sensible defaults:

    | Business type | Starting name |
    | - | - |
    | Home services | Sara |
    | Clinic or salon | Layla |
    | Retail or trading | Omar |
    | Real estate | Noor |
    | Tuition or fitness | Amira |
    | Online store | Zayn |

    Then describe **What your business does** in a few sentences (up to 1,200 characters).
  </Step>

  <Step title="The assistant">
    Set **What your customers will call it** and its **First message**. Every first message ends with a notice you can't remove: *"Just so you know, I'm an AI assistant — ask any time and I'll pass you to a person."*
  </Step>

  <Step title="How it should sound">
    Choose a voice — **Warm**, **Brisk**, **Formal** or **Chatty** — or write the wording yourself.
  </Step>
</Steps>

It answers in English and Arabic, following the language the customer writes in. (The **Tuition or fitness** starting point answers in English only.)

## Abilities — what it can do

Switch on only what you want it to do. Some abilities are open to anyone who messages; others only work once the front desk has matched the customer to your records — by a booking reference or order number plus the phone or email they used. On WhatsApp, a customer whose number is already in your contacts is matched automatically.

**For anyone who messages you**

| Ability | Needs |
| - | - |
| Say what you offer, and what it costs | Your services, set up in [Bookings](/bookings) |
| Answer when you are open | Your opening hours, set up in [Bookings](/bookings). With no hours set, it treats you as always open |
| Offer real appointment slots | Services and hours |
| Book an appointment | Slots |
| Say whether something is in stock | Your [products](/inventory), or your [shop](/front-desk-shop). It says *in stock*, *low* or *out* — never a number |
| Take an enquiry when you cannot answer it | — (creates a [lead](/sales)) |

**Once matched to a customer record**

| Ability | Needs |
| - | - |
| Move an existing appointment | Slots |
| Cancel an existing appointment | — |
| Say where an order has got to | Your sales orders, or your [shop](/front-desk-shop) |
| Draft a quote for you to approve | — (opens an empty draft quote for your team to price) |

Switching an ability on also switches on what it depends on, and switching one off turns off anything that needs it.

**Quote prices from your catalogue** decides whether it tells customers your published prices at all.

Some things are always on: handing over to a person, answering about the range you sell, answering from what you've taught it, and checking who a returning customer is.

## Handover — when it passes to a person

Customers can always ask for a person. On the **Handover** tab you decide the rest:

* **When it should fetch a person** — subjects it should never try to handle, however capable it is. Type them in plain words, such as *refunds*, *complaints* or *anything about a quote*.
* **Take a number when you're closed** — out of hours, it takes the customer's name and number for your team instead of promising a reply nobody is awake to give.
* **Draft a reply while you're handling it yourself** — when you take a conversation over, it suggests a reply for you to edit and send. It never sends one for you.

How your team is told, and what happens if nobody picks it up, is in [Conversations and handover](/front-desk-conversations).

## Display — how the widget looks

Pick the widget's **Colour** — Lime, Blue, Teal, Rose, Orange, Violet, Ink, or any colour you like — and **Which corner** of the page it sits in. **How it will look** shows the result. Text colours are chosen for you so it's always readable.

## Try it in the preview

The preview answers exactly as the front desk will, using your unsaved settings. Choose **Who is asking** — **A stranger** or **A known customer** — and ask it what your customers ask.

If you don't like an answer, click **Say it differently**, then **Teach it this** to keep the better version as a worked example (up to 8).

<Warning>
  The preview uses your real data. A booking made in the preview lands in your diary, and an enquiry it takes becomes a real lead. Messages in the preview also count towards your [monthly usage](/billing#how-usage-works).
</Warning>

## Switch it on

The status at the top shows where you are:

* **Not switched on yet** — a draft. Nobody can reach it.
* **Live — answering customers now.**
* **Paused — not answering anyone.**

Click **Switch it on** to go live, or **Pause it** to stop. **Save** keeps your changes without changing the status. While it's a draft or paused, the website widget doesn't appear and WhatsApp messages aren't answered.

## What's next

* [Teach it: knowledge](/front-desk-knowledge)
* [Add it to your website](/front-desk-website)
* [Connect your WhatsApp number](/front-desk-whatsapp)