After creating an AI Employee with the 1-Click Builder, configure the attributes listed in this guide to ensure accurate behavior across voice calls, chat, scheduling, and escalation workflows.

These attributes define your business identity and operating context. The AI Employee references them in every conversation.

Working hours (project_business_working_hours): Define your business's daily open and close times. The AI Employee uses working hours for scheduling, dynamic call prompts, and determining when to apply working-hours vs. non-working-hours escalation rules. See Configure working hours. To add holiday closures, see Add holidays to Working Hours.

Business time zone (project_business_time_zone): Set the time zone for the business location. The AI Employee uses this for appointments, scheduling, and all time-related conversation topics. See Change the business timezone

Business industry (project_business_industry): Indicates the industry for which the AI Employee was created. The industry determines built-in conversation intelligence and scenario templates. This attribute is set automatically during the AI Employee creation process — do not change it.

Inbound greeting phrase (project_representative_agent_voice_greeting_phrase): The phrase the AI Employee speaks at the start of every inbound phone call. Customize this to match the business's brand and tone.

These attributes control how and when the AI Employee escalates conversations to a human manager.

Email to manager (project_business_manager_email): The email address where the AI Employee sends leads, booking requests, call reports, and other updates.

Transfer call to manager — enabled (project_attributes_setting_transfer_call_enabled): Set to True to allow the AI Employee to transfer live calls to a human co-worker. You must also configure the escalation phone numbers below. See Configure call transfers.

Transfer call to manager — phone number for working hours (project_business_working_hour_escalation_phone): The phone number for call forwarding during working hours. Format: +12223334444. At least one of the working-hours or advanced phone numbers must be configured. See Configure call transfers.

Transfer call to manager — phone number for non-working hours (project_business_non_working_hour_escalation_phone): The phone number for call forwarding during non-working hours, such as emergencies or urgent client requests. Format: +12223334444. Must differ from the business's public phone numbers. See Configure call transfers.

Transfer call to manager — call criteria (project_attributes_setting_transfer_call_criteria): Define the scenarios in which the AI Employee should transfer calls, such as appointment re-confirmation, lost items, or emergencies. See Configure call transfers.

Transfer call to manager — advanced phone number selection and rules (project_attributes_setting_transfer_call_phone_numbers): Configure different escalation numbers per scenario (for example, standard booking vs. group booking vs. emergencies) with separate working-hours and non-working-hours routing. See Configure call transfers.

These attributes allow the AI Employee to email users during a conversation, for example to send purchase links, download links, or website references.

Email to user during session — enabled (project_attributes_setting_email_send_information_enabled): Set to True to activate in-session email delivery.

Email to user during session — allowed content (project_attributes_setting_email_send_information_allowed_content): Define what content the AI Employee is allowed to include in emails. Includes email subject and body templates with placeholders.

Email to user during session — allowed content items (project_attributes_setting_email_send_information_allowed_content_items): Specify which content elements (text, links, attachments) can appear in email messages.

Email to User attributes

These attributes allow the AI Employee to text users during a conversation, for example to send purchase links, booking confirmations, or website references.

SMS to user during session — enabled (project_attributes_setting_sms_send_information_enabled): Set to True to activate in-session SMS delivery.

SMS to user during session — allowed content (project_attributes_setting_sms_send_information_allowed_content): Define what content the AI Employee is allowed to include in SMS messages.

SMS to user during session — allowed content items (project_attributes_setting_sms_send_information_allowed_content_items): Specify which content elements can appear in SMS messages.

Configure SMS to User during session

Calendar event integration (project_attributes_setting_calendar_event_integration): Select the integration type for calendar event creation. Options are disabled, calcom_integration, or google_integration. Calendar invites are sent to the user and the manager email address. See Cal.com integration or Google Calendar integration.

These attributes control the email and SMS reports sent to the manager after a conversation ends.

Session ended report — enabled (project_attributes_setting_session_ended_report_enabled): Set to True to activate post-session reporting.

Session ended report — content (project_attributes_setting_session_ended_report_content): Define the structure and content of session-ended reports, including report types, fields, subject lines, and SMS templates.

Session ended report — criteria (project_attributes_setting_session_ended_report_criteria_template): Configure which sessions trigger reports and how reports are routed, for example different recipients for working-hours vs. non-working-hours sessions.

See Configure session-ended reports for a full configuration guide.

Each industry has additional important attributes that affect booking, scheduling, or service-area behavior. Configure the attributes relevant to your AI Employee's assigned industry.