Skip to main content
To access and change the below settings on the PolyAI platform:
  1. Click on “Sites” on the left panel
  2. Click on the site you want to edit
  3. Go to the “Reservations and call handling” section
  4. You will see the below toggles, which you can switch on or off
  5. If you make a change to a toggle, click “Save Version” in the top right and note what you changed
  6. Then go to “Versions” on the left panel and click “Go Live” next to the change you made
This allows the agent to make standard reservations for guests. If turned off, the agent transfers when a guest makes this request.
If you have experiences set up in OpenTable, this allows the agent to offer them during the applicable times. If turned off, the agent only offers standard bookings.
This allows the agent to change bookings. If turned off, the agent transfers when a guest makes this request.
This allows the agent to cancel bookings. If turned off, the agent transfers when a guest makes this request.
This allows the agent to collect customer satisfaction feedback at the end of each call by asking the guest if they got what they needed from the call. If turned off, the agent does not ask for feedback.
This will have the agent transfer a guest to your transfer number outside of specified opening (or staff) hours when a request requires human intervention. If turned off, the agent does not transfer and instead tells the guest to call back during operating hours if they want to be passed to a person.
The number you enter in this field determines the maximum party size that the PolyAI agent can make a booking for. For larger party sizes, the agent either sends the details to Tripleseat (if configured for the site) or transfers them to your transfer number.
This field indicates the phone number that the agent will transfer the guest to if their request requires human intervention.