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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 you turn this toggle off, the agent will transfer 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 you turn this toggle off, the agent will only offer standard bookings.
This allows the agent to change bookings.
If you turn this toggle off, the agent will transfer when a guest makes this request.
This allows the agent to cancel bookings.
If you turn this toggle off, the agent will transfer 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 you turn this toggle off, the agent will 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 you turn this toggle off, the agent will not transfer and will instead tell the guest that since they are calling outside of operating hours, they will need 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 number that the PolyAI agent can make a booking for.
If a guest wants to a make a booking for a party size larger than that, the agent will transfer 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.