This covers the Convo Options settings for your Libby:

This page includes a lot of options for controlling the way your receptionist handles the conversation. Here is a list of the fields you can edit along with explanations for each:

• What is the call to action: Here you can either select “Schedule an appointment” or Other. If the appointment is scheduled, heyLibby will try to schedule an appointment with the customer after asking the defined questions. “Other” allows you to define something custom, for example, “Send the customer to this form: xyz” or “Have them visit this website and learn more about the business: xyz”.
• How will people schedule you: You can either have Libby ask for availability or provide a calendar link (such as form calendly.). If Libby asks for availability, it will ask the customer for a few time preferences, and you will need to follow up and schedule them.
• Where is the your service provided: This is useful if your service is limited to a specific locale (for example, if you’re a hair stylist.). You can say things like “Within 30 miles of Seattle” or “Los Angeles metro area”. Libby will then make sure the customer is in that area. If you don’t need to limit your service to a location, you can leave this blank.
• What questions do you ask to qualify leads: You can list out questions if you want Libby to ask the customer for specific information. Note you can also make them conditional, by saying, for example, “If they’re buying a house, ask what their budget is.” (You would ask this after asking if they want to buy or sell a house.)
  • Note you can also not have Libby ask any questions. To do so, just note this in this field (for example, you can say, “You don’t need to ask any questions. Just answer any questions they have an be helpful.”)
• Company logo: This is an optional logo you can upload. It will appear to you when you’re logged into heyLibby, and it will also be added to your Libby’s email footer.
• What is your pricing: This is useful if you want to qualify people based on price. For example, if you often get customers who expect your service costs $100 and it actually costs $1000, this would be good to note so Libby can qualify.
  • Note if you don’t want to qualify on price, you can also just put your pricing in the information section.
• What should be your assistant’s personality? Here you have a few personality options for your assistant. “Professional” is the most commonly used, but you can try other personalities that might be a better fit for you or your customers.
• Other Important links: Links you add here will be shown on the chatbot and also used and shared by Libby in the conversation. For example, if you include a link to your photos, and the customer asks for them, Libby will share that link. On the phone, Libby will also offer to text the link to the customer.

Note Advanced options are covered in this section.