AI in MoveBoard
Ed the assistant, the AI receptionist and AI lead replies.
15 guides
- Meet Ed, your MoveBoard assistantOpen Ed from anywhere in the office, ask about your orders, numbers and team in plain words, and get how-to answers with links. 2 min read
- Ask Ed to do thingsEd can text or email a customer, add a note or task, change a status, assign an order or change a setting — always on a card you check and confirm. 3 min read
- Ed's history and privacyWhere your conversations with Ed are kept, for how long, who can read them, and what Ed can and can't see. 2 min read
- Scheduled reports from EdAsk Ed to text or email you a few numbers every day, every weekday or once a week — bookings, new leads, money, moves ahead — and stop them any time. 2 min read
- Ed's monthly allowanceEd is included in your plan with a monthly allowance per company — what happens if your team uses it all before the month ends. 1 min read
- The AI receptionistAn AI that answers your phone, asks the right questions, gives the caller an estimate, makes the lead and texts them the link — day and night. 2 min read
- Set up the AI receptionistGive the AI its number, decide how calls reach it, set your hours, voice, questions, knowledge and transfers — then switch it on. 3 min read
- Review AI receptionist callsWhere each AI call shows up — on the order, in the Calls list, on AI Leads — with its summary, transcript and recording, and the follow-up tasks it leaves your team. 2 min read
- What the AI receptionist costsThe AI receptionist is paid call by call from your prepaid balance — shared with texting or its own — and pauses at $0 until you top up. 2 min read
- AI chat on your websiteThe switch for an AI chat in your website's floating menu, where it lives, and where it stands today. 1 min read
- AI writing help in messagesLet the AI draft a reply, write a new message or polish what you typed — in the order window and on the Messages page. Nothing is sent until you press send. 2 min read
- AI Leads pageThe page that gathers every lead the AI receptionist and AI chat made, with how many conversations became orders — and how to work them. 2 min read
- The receptionist's voice and wordsChoose the AI receptionist's name, voice, tone, languages and pace, teach it how to say tricky words, and why the settings say "he" or "she". 2 min read
- What the AI will and won't sayThe rules your AI receptionist always follows — estimates not promises, only your company's facts, honest that it's an AI, no payments, no changes to orders. 2 min read
- Your AI Receptionist's voice, speed and thinkingPick the voice callers hear, how fast she talks and how long she thinks before answering, set her name and greeting, and see who she puts callers through to. 2 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.