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 v1.2.0
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● Set up · New in 1.2

Adding a client
templates, the website, exports.

Clients → New client opens with two shortcuts above the form. Both only fill the form: nothing is saved until you press Create client, so check every value first.

10 trade templatesFill from the websiteCSV exports

01Start from a trade

There are ten templates: hair salon, barber, dental clinic, physiotherapy, veterinary clinic, plumber / heating, car repair, beauty / spa, restaurant (table bookings), and lawyer / accountant. A template fills:

  • typical services with durations, in the call language (Slovak, Czech, or English for the other languages). Prices stay empty, because only the business knows them. Add them as they should be spoken (28 €). The monthly report values bookings by these prices.
  • urgent words for that trade (for example leak, gas or no heating for a plumber)
  • parallel bookings, slot step and the earliest booking
  • usual opening hours
  • when to transfer to a person
  • a checklist of what callers of that trade ask, shown in the FAQ field. Write the answers there as facts. The checklist itself is never saved and never reaches the agent.

For trades with emergencies (veterinary, plumber / heating), the template reminds you to set an on-call number after hours.

02Fill from the website

Enter the business's website and press Fill. Answerbell reads that one page and looks for schema.org LocalBusiness data, which most website builders and SEO plugins publish. From it, it takes:

  • the name
  • the phone number
  • the address
  • the e-mail address (only used if the notification e-mail field is empty)
  • opening hours, from openingHoursSpecification or openingHours

If the page has no such data, it falls back to the page title and the first tel: and mailto: links. A message tells you what was found.

The page is fetched the same way as calendar feeds: public https addresses only, the checked address pinned for the connection, at most 2 MB and three redirects. The page is not stored. Each read is recorded in the audit log.

Managers only

Creating a client needs the manager or owner role, so the read-only demo cannot open this form.

03Exports

  • Callers → Download CSV: name, number, tag, counts, first and last contact, and the team note. Viewers get masked numbers and no notes.
  • Calls → Download CSV: time, client, length, caller, mood, outcome, reason, transfer, title and summary. Use the client filter to export one client.
  • Call analytics → Download CSV: calls and bookings per day for the chosen period.

Cells that start with =, +, - or @ get a leading ', so a spreadsheet shows them as text and never runs them as formulas. The callers and calls exports are recorded in the audit log.